Forum Discussion

Experienced User

2 years ago

Refund for a sales invoice

Have had a payment made to us incorrecty so i made up a invoice to match in banking, but now and we have had to refund the amount with a bank transfer, what do i do now to mtach it to in banking. Th...

Genreve_S

MYOB Moderator

2 years ago

Hi lynelle1,

Thanks for posting to the forum.

I'm sorry to hear about the difficulties you are having with bank feeds. In my understanding, recording the incorrect payment against an invoice is the best way to handle the situation, as this would result in credit for a customer. We could then refund them using the same bank account to match the bank feed of your bank transfer. I would suggest reading through these help articles Customer overpayments and double payments and Settling customer credits, this would give you a detailed guide into how to process this in the system.

Let us know if you require any further assistance. We're happy to help.

Cheers,
Genreve

lynelle1
Experienced User
2 years ago
Hi,
We do not have a drop down box called received payment screen
Genreve_S
MYOB Moderator
2 years ago
Hi lynelle1,

Thanks for your response.

If we are referring to the receive payment screen. It can be accessed from the invoice by clicking the Payment button.

Let us know if you need any more clarifications.

Cheers,

Genreve