Forum Discussion

Hcbp's avatar
Hcbp
Experienced Cover User
1 day ago
Solved

Undoing a Customer sales payment

I have tried to delete a customer payment to no avail.  I cannot access the edit button to delete payment.  Something has changed in MYOB.  Normally you can access and delete payment and it will show up again on the bank feed.

 

Please advise.

  • Hi

    That is what I normally do but MYOB was not letting me do that. Like I said no access to edit.  My solution was close it down and re open and I was able to fix it.  Thanks anyway.

2 Replies

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi Hcbp, 

     

    I can see why this is confusing, especially when you’ve been able to delete the payment this way before.

     

    To delete a customer payment, open the invoice from Sales > Invoices, then click the payment reference in the Activity history and choose Delete. If the payment has already been matched to a bank transaction or reconciled, unmatch it or undo the reconciliation first. You may need to redo the bank-feed match or reconciliation afterwards.

     

    For the steps, see Deleting a customer payment.

     

    If you’re still unable to delete the payment after following these steps, please contact our support team so they can take a closer look.

     

    Regards,

    Genreve

  • Hcbp's avatar
    Hcbp
    Experienced Cover User

    Hi

    That is what I normally do but MYOB was not letting me do that. Like I said no access to edit.  My solution was close it down and re open and I was able to fix it.  Thanks anyway.