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Enter sales in Bank Register

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RECHEL
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New Zealand
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Enter sales in Bank Register

We have a couple of customers who do a buyer created invoice (IRD approved)  They produce the invoice for their suppliers, therefore I don't need to create an invocie for them. 

 

When we received payments I just enter directly to the Bank Register, choose "Enter a Sale".  However, when I try to produce a Sales Report for the month, the sales does not show.  Why is that?

 

Does anyone have a similar experience?  I suspect, I still have to make an invoice for our records to show there is a sale????

 

Thank you

 

Rechel

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Sebastien_D
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Former Staff
Australia
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Re: Enter sales in Bank Register

Welcome to the Community Forum @RECHEL, we hope you find it beneficial for your MYOB queries.

 

Firstly, what version of MYOB are you currently using there? Just so we make sure you are entering the payment in the correct area because you mentioned in your previous post creating an invoice through Bank Register. Please confirm this with us and let us know how you go.

Kind Regards

Sebastien
MYOB Client Support


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RECHEL
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Cover User
New Zealand
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Re: Enter sales in Bank Register

Hi

 

I have actually solved the problem.  Before I used Bankfeeds I would enter the sales into the Bank Register and the transaction would be in the Sales Register.  However, after I started using bankfeeds, that's where I had the problem.

 

I realized that the bank rule I have used is wrong.  I choose the "Receive Money" rule which means it only created the invoice but the transaction did not close.

 

I could not see an "Enter Sale" option in bank feeds screen.  So i made a quick invoice in the sales register, so I can match the payment received with the invoice.

 

Quite a long method really.  Works for me now, but if there is a quicker option I would like to know

 

thank you

Sebastien_D
2,784 Posts
Former Staff
Australia
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Re: Enter sales in Bank Register

Hey @RECHEL,

 

Thanks for your reply.

Normally Sales are processed through the Sales command centre > Enter Sales which you have recently used. This is to create an open Invoice that is paid off through 'Receive Payments' in the Sales command centre. The Receive Money option in the Banking command centre is for non-sales related payments.

You can read more about these on our Help website - Enter an invoice, quote or order and Receive Money.

 

Please do not hesitate to contact us again if you have further queries.

Kind Regards

Sebastien
MYOB Client Support


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