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How do I match an invoice paid by the myob pay direct system

ColG
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How do I match an invoice paid by the myob pay direct system

How do I match invoices that have been paid through the myob payment system?  If it is just a standard electronic payment my customers use the invoice number as a reference and it is very easy to match.  When they pay using the myob payby system I receive an email saying they've paid and the date and the invoice number and a reference number, however, none of this relates to what comes through on my bank feed.  The bank feed shows, for example "MYOB PAYBY MYOB000075" which , as far as I can tell, bears no relationship to any other information I can use to tell who has paid.  I have a lot of payments for the same amount, so this doesn't help either.  How do I know who has paid me?  Thanks for your help.

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SamaraM
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Re: How do I match an invoice paid by the myob pay direct system

Hi @ColG 

 

Welcome to the Community Forum.

 

You can set up Essentials to automatically match your invoice payments to your bank feeds, so you wouldn't need to go through and try to work out which payment was from which customer. 

 

To set this up:

  1. Select an account in MYOB to record Online Invoice Payments:
    Click on your Business name > Sales settings > Payments > In Online Invoice Payments Settings, click Edit preferences > Select the Account to record online invoice payments against > Save.
  2. Set the Bankfeeds to Automatically match a transaction if there's an exact match available.

    Click on Banking > Bank Rules > Tick - Automatically match bank transactions to MYOB bills and invoices.

Now next time a customer makes a payment, the system will automatically match it against the correct invoices.


If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Samara

MYOB Community Support

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ColG
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Re: How do I match an invoice paid by the myob pay direct system

Thanks Samara, In following your instructions I found I already had "Automatically match bank transactions to MYOB bills and invoices" turned on, so that isn't it.  However, I have put in a "Ledger account to record payments" which wasn't on/in  before, so I'll see how that goes for automatic matching.  

 

I have discovered that by going to: Reporting, Reports, Online Invoice Payments, Transaction Details it provides a report that shows the MYOB transaction description (that shows on the bank feed) and which invoice number it matches.  This is ultimately what I needed, but if we can get it happening automatically too, that would be even better.

 

Thanks for your help. 

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