receiving payments in advance
hi all we receive payments in advance for a particular customer all the time well before we have an invoice to allocate it to is there a way i can enter these payments into our MYOB file to show th...
Forum Discussion
Hi soho-99,
Thanks for your post and welcome here to the Community Forum. We understand that you are looking for alternatives so that when you are entering customer payments you do not need to create a credit note to show that they have paid, and it is in credit. We are thankful for your time to share your concern with us and thank you for providing additional details about your concern. This is helpful for us to check further on our side. We appreciate your patience and understanding during this time.
In this matter, if you have not created an order or invoice, you may create a Sales Order or Sales Invoice that includes the advance payment populated in Paid Today section. The deposits will turn into a credit note once you reverse the payment.
You can find detailed instructions on how to do this in our Help Article Customer Deposits.
Please do not hesitate to post again if you need help in the future.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth
THANK YOU for your response i have read through the customer deposits section but it still says you have to enter a sales to allocate the "paid today" to is i simply want to allocate a payment to a customer with no invoice no order no nothing and just put them in credit until i create an invoice or order eg
bob jones pays $100 to us but there is no invoice no order nothing at all in MYOB to put this payment to as he is paying in $100 installments in advance until he gets to $1000 in credit then he will place an order and i can invoice him how do i process these paymetns through MYOB so he can see that he is in credit with us
this is what i want to do without creating credit notes as if i do that then it looks like we owe him the money
