Invoice Allocation

[Anthonyvally]

When I want to match a payment to an invoice we use to be able to search by the name of the customer. Can you please make it so we can search by custmer name rather than invoice as I don't know the invoice number for every customer off the top of my head.

For example - I see a payment from customer 'XYZ' I use to be able to click 'allocation' search for customer 'XYZ' and then individually allcate the invoice to that specific customer. Sometimes the customers might be paying multiple invoice in one payment and I could match multiple invoice depending on the total. Now, for some reason we can only search by invoice number....am I missing something. I feel like this is a massive oversight and makes it much more difficult.....

[Komal_S]

Hi @Anthonyvally 

If you're using MYOB Business, you can search for the invoices by customer name by going to Bank Transactions>>Match transaction, and then selecting the customer from the Contact drop down.

Please let us know if that does not work as intended or if you have further questions.