Forum Discussion

MSWF's avatar
MSWF
Trusted Cover User
1 month ago

Memo disappears after using a credit in Receive Payments

Each time i use a customers credit in Receive Payments, when I return to the main window after applying the credit, to complete the payment, the Memo has disappeared with the information of who the payment is for.

I then either need to enter this manually if I notice it or close out of receive payments window and reopen after applying a credit and start again to receive the payment.

 

This also happens to me when Paying Bills.

I use a credit toward the payment and when finished using credits, return to the Bill payment window and the Memo has disappeared.

I fix this the same way as above, close out and go back in or enter manually.

1 Reply

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    1 month ago

    Hi MSWF,

    Thanks for the detailed description of what you’re seeing, that makes it much easier to picture what’s happening. Could you please try applying the credit first, then enter the memo last, and see if that clears things up? I’d also recommend clearing your AccountRight cache as a quick extra step to avoid any little software hiccups.  Clearing the AccountRight Cache

    If the issue remains the same, make sure to reach out to our support team directly. You can reach our Live Chat team via our virtual assistant, MOCA or by submitting a support case via MyAccount.

    Regards,
    Earl

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