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Malda's avatar
Malda
Contributing User
5 months ago

Customer Payment Report - where do I find payment numbers in new upgraded myob

We have upgraded to the New MYOB Business from essentials

 

In essentials i used to be able to run a Customer Payments report which gave me the invoice number, the amount paid, and the payment number - i need the payment numbers to be able to reconcile my bank transactions.  As once a payment has been allocated to the invoice the invoice number cannot be used to do the "match transaction"

 

Where is this now in the reporting?

 

 

1 Reply

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  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    5 months ago

    Hi Malda,

     

    Thank you for your post.

     

    To obtain the payment reference number, kindly consider running the Customer transactions report. For more detailed guidance, please refer to this Help article: Sales reports.

     

    Should you need any additional assistance, feel free to let me know. I'm here to help.

     

    Cheers,

    Princess