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MYOB Essentials

Take payments: Allow payments on closed invoices

Valued Partner

690Posts

8Kudos

0Solutions

690 Posts
Valued Partner
Australia

Hi,

 

We desperately need to be able to apply a second payment to a closed invoice in LiveAccounts.

 

Scenario:

Customer pays same invoice twice with payments a week apart, first payment is recorded and invoice is closed. Second payment is received and there is no way of recording it against the customer so that you can track the credit.

 

LiveChat support suggested that I enter it through receive money so that it will fall into a void and be forgotten. Not acceptable.

 

Need this fixed

 

Cheers

 

"URGENT - Overpayments on Invoices"

8 Comments
Ultimate Partner CathieR
960 Posts
Ultimate Partner

In Live Accounts you can record customer overpayments by creating a customer return and then refund it or apply to another invoice.

See

https://your.liveaccounts.com.au/LA/docs/LAUserHelpAU/wwhelp/wwhimpl/js/html/wwhelp.htm#href=invoice...

Valued Partner MySOS
690 Posts
Valued Partner

Hi Cathy,

 

If you don't have an open invoice you can't apply your second payment when a customer pays an invoice twice.

 

Cheers

MYOB Staff Post StephenL
584 Posts
MYOB Staff Post

Hi Cathie,

Although you won't be able to apply a payment to an invoice that is already closed, you could create a customer return from the Invoices menu. The overpayment amount can then be applied to a different invoice at a later date or refunded to the customer form the 'process customer returns' screen.

Ultimate Partner CathieR
960 Posts
Ultimate Partner

Hi Margaret,

 

If invoices exist you can overpay them and that will generate a credit.

 

However if all invoices are paid, a work around this, is to create a new dummy invoice for the amount overpaid, use the date overpaid.  Then process the overpayment using "enter customer payment".  Once you have saved the payment, open the dummy Invoice and edit it to be worth $nil.  This will throw the customer balance into credit which you can refund or apply to later invoices.

DCANOD
4 Posts
User

I made a similar error where I put in the amount that was paid, as it was just a bulk payment, but then it doesnt add it up for you - you have to use a calculator to make sure you dont allocate more money than was received - having a calculator and a computer seems to defeat to the purpose of the computer! in normal MYOB software, you enter the amount that was paid, and then allocate accordingly down the invoice list - and if some money is left over you allocate it to a 0.00 amount so the customer is in credit. It should be the same for Live.... :-)

Andi1967
3 Posts
Cover User

I have a Customer that paid the same invoice twice with payments a week apart, first payment is recorded and invoice is closed and that was the last invoice.  I have since reimbursed the full amount back to the Customer and now I am at a loss as to how to record both transactions so I can reconcile my statement. How do you process over payments to reimburesed customers you no longer service??  Any help please??

Contributing Cover User RHINO18
10 Posts
Contributing Cover User

We get this quite often 

 

We raise a new invoice for customer on date of overpay with a misc line stating over/double payment refer invoice XXXX this line has nil value then at the bottom payment section apply the overpayment. This creates a credit for overpaid amount and refererence back to overpaid invoice or other

Contributing Cover User RHINO18
10 Posts
Contributing Cover User

We get this quite often 

 

We raise a new invoice for customer on date of overpay with a misc line stating over/double payment refer invoice XXXX this line has nil value then at the bottom payment section apply the overpayment. This creates a credit for overpaid amount and refererence back to overpaid invoice or other. 

 

regards