Forum Discussion

IdaS1's avatar
IdaS1
Trusted User
6 months ago

Unable to apply a credit to an open order

Hi    I have an overpaid invoice with a credit of $37,877.76 USD available, I'd like to apply this credit to an open order, however when I go the the returns/credits tab, this credit does not exist...
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IdaS1's avatar
IdaS1
Trusted User

Hi, any chance someone can help with my query, I've had look at other posts and appears it's a common issue with foreign accounts and appears running a script should sort out the issue. 

Genreve_S's avatar
Genreve_S
MYOB Moderator
6 months ago

Hi IdaS1,

 

Looks like you need help with your credit recording. From the screenshot, it seems the invoice had an overpayment, but it’s not showing in the credits window. The most likely reason is that the overpayment was already applied to another sale.

 

I recommend checking if the preference "Apply customer payments automatically to oldest invoice first" is turned on. You might also want to read through the article 'Settling Customer Credits'.

 

Let us know if you need any more help with this.

 

Thanks,
Genreve

  • IdaS1's avatar
    IdaS1
    Trusted User
    6 months ago

    Hi Genreve

     

    Can you please help to resolve this issue please, need it sorted asap as we need this credit to allocate to an open order.  As mentioned, you may need to run a script as I note this is a common issue with foreign bank accounts. 

  • IdaS1's avatar
    IdaS1
    Trusted User
    6 months ago

    Can I please get some help urgently please, we need to close out our May accounts and this needs to be resolved, thanks

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      6 months ago

      Hi @Ida51,

       

      I get that you still need some help with this. You might need to reverse the overpayment if I was right before. Try going over all the related transactions to see where the value went. 

       

      If you're still stuck, check out help sites like myob.com/support or myaccount.myob.com to use MOCA, our virtual assistant. MOCA can help with quick questions, and if not, it’ll connect you to our live chat team.

       

      Feel free to reach out again if you need more help.

       

      Thanks,
      Genreve

       

       

      • IdaS1's avatar
        IdaS1
        Trusted User
        6 months ago

        Hi Genreve

         

        As per the snippet above in my initial post, the sales invoice clearly show's there is a credit owing so no the credit has not been applied/offset against any invoices, if I did already apply the credit to another invoice, there would be no negative balance on this invoice correct? 

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