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I enter quite alot of Sales orders in one sitting.
Our "one off" clients (and there is alot of them) alway pay a deposit and when entering this order, to make it faster I use the Paid Today and Payment Method in the bottom right hand corner when entering a Sale.
We use the same Cash Sales card for each "one off" client and payment methods can differ greatly.
Have checked the Card file for this and as it can not be blank it has a payment method of Visa.
Previously in Premier 19 which we used before we (years ago) went up to the Cloud, this would work perfectly and the payment method information would transfer across and would always be correct.
In AccountRight Plus 2020.1.0 and all updates before this is not the case.
I have to now double check each deposit in Sales, Find Transactions and click into the payment to see if the information has transferred correctly.
Most times the Payment Method information that transfers across is BLANK but on ocassions it is correct and has the correct payment method. eg. Cash, Visa, Mastercard, Direct etc.
Yesterday 6/5/20 - I entered 13 Sales, Order into my Card file Cash Sales for "one off" clients that had paid a deposit. Of those 13 sales orders where I filled in Paid Today and Payment Method only 4 Payment Methods had transferred across correctly. Those 4 that were correct were - 1 x Direct pymt, 2 x Mastercard pymts and 1 x Cash pymt. Not one of the Visa cards worked and that is what Payment Method is in the Card file.
This is not a one off, this happens every month and has had for years.
My question is - Does anyone else have this happen? Can it be fixed?
My next question is directly to a MYOB specialist - If this can work correctly for example 4 times out of 13 sales entered. Then why is it not working 13 out of 13 times? Please help fix this error.
Thanks for reading.
Fixing this error would save me a huge amount of my time.
Just testing the Payment Method field on orders and invoices using the Paid today field, with my testing the information did get pulled from the relevant customer card Payment Details tab.
If you are experiencing a different situation I would check to ensure that you have the desired payment method listed on the customer's card along with the desired information. If that information is listed, and it is not pulling populated on the sales transaction we would love to see a screenshot of the payment details listed on the card, one of the payment method section on the transaction before and after selecting the card. Also, getting the process you are using to generate that order would be ideal.
Don't know if this will apply for yourself but if the transaction is generated from a recurring transaction, I would be looking at deleting the transaction and re-creating it again as sometimes, especially if you have migrated from v19, those recurring transactions can generate unwanted errors.
Thank you for your reply.
The problem I have is that the card file I use for Cash Sales is just one card that has over time had thousands of "one off" Sales Orders put through it. We do not make a card file for every "one off" client.
This would make our MYOB file huge and to us this is not feasible.
All the information we need for our clients are placed into the Sales Order.
So, our Payment method on this one account can have many different methods eg cash, visa, mastercard or direct deposit. Visa has been set up I noticed on the Card file but this is not always used.
If you were to test this again you would need to only use the one card file and process multiple sales orders to this one card file to see what happens.
If it takes the payment method information from the card file then this did not work.
The visa payment that had been set on my Cash Sales card file did not work on the day I gave you my breakdown of what I entered. None of the Visa payments that day transferred the VISA into the payment method when double checking what payment details transferred across.
I am happy to do my breakdown again and send you screen shots when I next sit down and enter a number of sales. I do this in one sitting so may take a few days before I enter again.
Due to me not being able to trust that this Payment method has worked, this now adds greatly to my work load as I have to go in and recheck every one I do. Hence the double handling.
I can sit and enter anything from 20 - 100 plus sales entries in one sitting, not all have depsoits as some are accounts, but there are quite a few that do have deposits.
Any way to make it quicker is fantastic.
Since going up to the cloud a few years ago, which meant having to use another MYOB program that has had this glitch when entering is frustrating. Premier 19 worked perfectly in this respect with no errors.
Have spoken to many MYOB people over the years about this but have not gotten anywhere.
Hoping that you can help.
Unsure how to get these screen shots to you though once I enter my next bulk lot of sales.
Do I need to forward them somewhere else or send them up using this Browse button?
Does this mean this enquiry should stay open until this is sorted?
Thank you for your time.
Doing some further testing in regards to the Paid Today field in the Enter Sales window, I have been able to replicate what you have described.
When the Enter Sales window remains open, in an order status, and the user enters in value the paid today along with adding a payment method that payment method field will remain not refreshed when the transaction is recorded. Once that initial transaction has been recorded, the payment method field will not save the future values into the Payment Method field. For example, if you record an order and then enter in "Cash' as the payment method on the next transaction that payment method field will record as blank. Going forward, if that window remains open the anything entered into the Payment method field will not be retained.
My recommendation for mitigating the situation so that the payment method is retained after each transaction is to close out of the Enter Sales window after recording transaction. This will fully refresh the window and thus allow for those payment methods to be saved upon each transaction. That being said, I have passed this situation across to the required team for further investigation for a future update.
May - last edited May
Once again, thank you for your reply.
I'm so glad you were able to replicate this.
You don't know how many people I have spoken to over the years trying to describe what happens.
I do keep the sales window open when I check the deposit so I can go back to it quickly.
I am entering alot of orders tomorrow and will close out of the sales order and check them all to make sure that this works.
It would be amazing if an update could be done as it would enable me not having to exit out of the sales after each one.
Thank you for all your time an effort in giving me a resolution to this problem and hopefully in future an update in the system to truly fix this.
Hi Steven M
Sorry for the late reply.
I have today entered 30+ sales orders into our MYOB account.
19 of them being placed into our cash sales card file - One off clients with a deposit to each order.
As you mentioned I closed out of the sales order each and every time, then checked that the deposit had worked and had something recorded in the payment method.
This worked for 15 out of the 19 cash sales.
4 of them had no information in the payment method field.
So this is not working every time with this method either.
July - last edited July
We have the same issue. I will try by adding Visa under our Cash card (anyone of thousands once off we do not create a customer card for ) but we need to change method to Master or IT or EFT - will it remember - It is always getting it wrong when we try and enter payment from the invoice at same time as creating invoice ? We left it blank due to this exact issue as it can be any of various payment methods. Also have an issue with MYOB accepting a payment on an Order and then once you turn it into an invoice you cannot fix the payment error. Yet you can fix it on an invoice (that was not an order first) and delete the payment. This also does not make any sense....why you can delete a payment on an invoice but not on an order once turned into an invoice.
MYOB replied and asked me to close out of the sales order screen each time I entered an order.
This enables the card file to accept the payment method you had just typed in for the order you just processed.
This has worked in the most part, say 6 out of 10 times.
So I still have to check each deposit to make sure the payment method appears as I never know which ones won't have worked.
As this is a flaw in the program I am hoping that MYOB will resolve this and do a patch to fix this.
From my experience this still adds to my workload as I have to double check every payment that I place to each order.
As to your other query regarding changing the payment method once you have gone from an order to an invoice. You are correct and I have never been able to alter it, where as you can if you enter it firstly as an invoice. Maybe MYOB could look into a fix for this as well.
by 1963 a month ago