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Matching payments to invoices

ThomasB-J
Experienced User
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Matching payments to invoices

I am having a lot of issues with MYOB at the moment. First, if you see the screenshot I have atached there is no wah to match these payments to an invoice as it gives you no indication as to who paid it.

Secondly, I sent an invoice and on it it had the wrong name, the wrong amount and wrong date on it. The invoice that I sent was completely different to the one I made, I will send those screenshots privately due to confidentiality but it had a name of a lcient that I had never heard before on it and the figure was way off.

It also resent a paid invoice email to a client without me sending it - whagt is going on? Is there a bug?

Screen Shot 2022-11-30 at 12.44.33 pm.png
4 REPLIES 4
JanJ
Experienced Cover User
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Re: Multiple issues with MYOB at the moment

Experiencing the same thing with invoices!

MarkW1105
3 Posts
User

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Re: Multiple issues with MYOB at the moment

I am experiencing the same issue. There is no way to match the bank payment the customers that have paid. The only match options provided are for the customers yet to pay. This "upgrade" is causing a lot of grief and making a process that used to be simple extremely frustrating. I will likely be transferring to another service if the system is not rectified in the near future.

ThomasB-J
Experienced User
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Experienced User
Experienced User

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Re: Matching payments to invoices

Bump - can anyone from myob asssit?

Steven_M
MYOB Moderator
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MYOB Moderator
New Zealand
MYOB Moderator

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Re: Matching payments to invoices

Hi @ThomasB-J 

 

The following thread should help with identifying your online payment transaction payments: Determining PAYBY transactions. In short, there is the Online Payments report that showcases that information.

 

With regard to the second query, generally speaking, this is something that would recommend contacting our phone-based team to look into as soon as possible. This is so that we can have our phone-based teams do an initial investigation and potentially pass that across to the required team for further investigation. Generally speaking, it's caused by a delay in the online email system but it is recommended that you contact that as soon as it does occur with all the necessary information so we can prevent further instances of it occurring. Resending that invoice to the correct recipient should correct that situation.

Kind regards,
Steven

MYOB Community Support

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