MYOBCommunity
Partner Zone
|
|
Partner Zone

Incorrect payment terms from imported Invoices

This thread is now closed to new comments.
Some of the links provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
Highlighted
Experienced Cover User bells02au
91 Posts
Experienced Cover User
Australia
bells02au
Experienced Cover User

91Posts

33Kudos

0Solutions

Solved: Go to Solution

Incorrect payment terms from imported Invoices

Hi there

I have an unusual problem which I have telephoned support about but they were unable to help me which is frustrating to say the least.

 

We import our invocing in from a 3rd party program which just imports the basic information but good enough for accounting purposes.  However, when these Invoices are imported they ALL import as COD even though our default payment terms are 30 days from date of Invoice.  it appears that it picks the first payment term off the list and runs with that.  Suffice as to say in Premier V19 this was not an issue so please don't tell me it's not a MYOB problem.

 

Consequently when issuing my monthly statements it is causing my customers a lot of questions and some are not happy that their statement shows them overdue when they are not!

 

Interestingly enough is that when I run my receivables report those are correct so I am totally confused as to why this is happening.

 

My only thought would be to delete the COD payment term so the next on the list is 30 days but have no idea how to do this.

 

Thank you in advance.

 

Belinda

 

20 REPLIES 20
Ultimate Partner JeffreyTodd
591 Posts
Ultimate Partner
Australia
JeffreyTodd
Ultimate Partner

591Posts

567Kudos

100Solutions

Re: Incorrect payment terms from imported Invoices

Hi @bells02au

 

You say that your default system due days is 30 days from the date of the invoice.

 

What is the default date for the customer on their card file. I believe this will always override the default system date.

 

Also what App are you exporting from?

 

Regards

Jeffrey Todd B Bus, CA, CPA, TIA, MAICD
Chartered Accountant
CPA
Registered Tax Agent
MYOB Certified Consultant
Xero Certified Consultant
Kounta POS Specialist
Quickbooks Partner
Saasu Partner
MYOB Connected Accounting Practice
SME Business Tax Specialist
Experienced Cover User bells02au
91 Posts
Experienced Cover User
Australia
bells02au
Experienced Cover User

91Posts

33Kudos

0Solutions

Re: Incorrect payment terms from imported Invoices

Hi @JeffreyTodd
The customer card is set correctly to 30 days and the system default is also 30 days which is the head scratcher. We are importing from LIMS (Laboratory Management Information System) but as I said this wasn't an issue until we switched from Premier V19. Thanks so much Smiley Happy
Ultimate Partner JeffreyTodd
591 Posts
Ultimate Partner
Australia
JeffreyTodd
Ultimate Partner

591Posts

567Kudos

100Solutions

Re: Incorrect payment terms from imported Invoices

Hi @bells02au

 

Are you using an API for import or MYOB itself?

 

Regards

Jeffrey Todd B Bus, CA, CPA, TIA, MAICD
Chartered Accountant
CPA
Registered Tax Agent
MYOB Certified Consultant
Xero Certified Consultant
Kounta POS Specialist
Quickbooks Partner
Saasu Partner
MYOB Connected Accounting Practice
SME Business Tax Specialist
Experienced Cover User bells02au
91 Posts
Experienced Cover User
Australia
bells02au
Experienced Cover User

91Posts

33Kudos

0Solutions

Re: Incorrect payment terms from imported Invoices

Hi @JeffreyTodd

We use MYOB itself..
Ultimate Partner JeffreyTodd
591 Posts
Ultimate Partner
Australia
JeffreyTodd
Ultimate Partner

591Posts

567Kudos

100Solutions

Re: Incorrect payment terms from imported Invoices

Hi @bells02au

 

If you are using MYOB and importing a CSV or Tab Delimited File, The Days Due is a field you import.

 

It is possible that the field names have changed between the 2 versions.

You might want to check the file prior to import and ensure its mapped correctly when importing.

 

Regards

Jeffrey Todd B Bus, CA, CPA, TIA, MAICD
Chartered Accountant
CPA
Registered Tax Agent
MYOB Certified Consultant
Xero Certified Consultant
Kounta POS Specialist
Quickbooks Partner
Saasu Partner
MYOB Connected Accounting Practice
SME Business Tax Specialist
Experienced Cover User bells02au
91 Posts
Experienced Cover User
Australia
bells02au
Experienced Cover User

91Posts

33Kudos

0Solutions

Re: Incorrect payment terms from imported Invoices

Thanks @JeffreyTodd
When our guy that is in charge of LIMS system gets back from leave I will suggest he check this out as he set all of this up initially so has a pretty good feel of how it works. Thank you so much for your help Smiley Happy
Experienced Cover User SharonK
28 Posts
Experienced Cover User
SharonK
Experienced Cover User

28Posts

18Kudos

0Solutions

Re: Incorrect payment terms from imported Invoices

I am having exactly the same problem.

 

With MYOB V19 you cann apparently import invoices from a third party and it automatically picks up the terms from the card.  So it can be done.

 

Why did this change or not be picked up in Accountright Plus. Can this please be fixed because ASAP as all my Statements are incorrect and I too have unhappy customers.

 

I have customers that have different payment terms so it needs to be picked up from the customer card.

 

Thanks for your help

 

 

Experienced Cover User bells02au
91 Posts
Experienced Cover User
Australia
bells02au
Experienced Cover User

91Posts

33Kudos

0Solutions

Re: Incorrect payment terms from imported Invoices

Hi @SharonK
There must be a way to escalate this problem to the programmers as this is a fault within the program and not an 'additional function' I think it's time to see if this can be sorted out with some expediency as it is VERY unprofessional to be sending Statements to customers with incorrect information.
MYOB Moderator Steven_M
30,492 Posts
MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

30492Posts

3786Kudos

4449Solutions

Re: Incorrect payment terms from imported Invoices

Hi @bells02au (&  @SharonK )

When you are you importing those imported invoices are you including the payment terms on the invoices or has that been left blank/not getting imported?

As mentioned on Payment Terms incorrect when Importing Service Sales with AccountRight 2015 if you are not importing those fields it will teat them as blank and therefore select the default.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

Didn't find your answer here?
Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post