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MichelleH558655's avatar
MichelleH558655
Member
9 months ago

Question regarding a deposit in Bank Feeds which contains both a pre-payment and payment of Invoices.

Hi, my query is regarding a deposit that contains both pre-payments and also funds to be deposited against an invoice to close.   In the system I have the pre-payments showing as Credits ready to u...
Genreve_S's avatar
Genreve_S
MYOB Moderator
9 months ago

Hi MichelleH558655,

 

It seems like you have some credits for a customer, and you'd like to match these credits along with a new payment to your bank feed. Generally, for transactions to match the bank feed, they need to be the same amount. So, if your bank feed amount equals the outstanding invoice plus the deposit, what you can do is record the total payment amount against that invoice. This will create a matching credit in the process. However, to avoid doubling up, you should refund the credit. For more detailed steps on how to do this, check out this link.

 

Regards,

Genreve

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