Forum Discussion

Montagu's avatar
Montagu
Experienced Cover User
3 years ago

Applying payments to sales with different cards

The software system we use to create claims and invoices for clients under the National Disability Insurance Agency syncs to MYOB with the client name not the NDIA's name.  However, the NDIA is the p...
Tracey_H's avatar
Tracey_H
Former Staff
3 years ago

Hi Montagu 

 

I'm sorry to see that no one has replied to you yet. If I understand your situation correctly, allocating payments to the undeposited funds account and recording Prepare Bank Deposit transactions is what you're looking for. I'll give you the Help Articles with detailed information on this:

 

About undeposited funds

Preparing a bank deposit

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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