MYOB Payby match to a client

[Simon1906]

Hello,

I'm currently having trouble matching payments that come into my bank feed via MYOB Payby. I have clients who pay using credit cards on the same day so payments are combined into one amount. I have no idea who has paid what amount.

Can you please advise how I can match payments received to a client?

Thanks

[Komal_S]

Hi @Simon1906 

After you receive a lump sum payment amount, you should receive an email with the details of customers who have made the deposit. If not, I have sent you a private message with details on how this information can be obtained.

[Simon1906]

Hello Komal_S,

Thank you for the response. 

This will not work for me. I provide a service and charge an hourly rate to all my customers. The hourly rate is the same for everyone. If multiple clients pay at the same time I cannot figure out who paid me.

There was a website I used that was brilliant but for some reason it has stopped working. https://payments.myob.com/reports

Surely there must be another way? I can't believe I cannot match payments to transactions now. This doesn't seem right. 

Can you please adise me of another way to match records. Thank you

[Komal_S]

Hi @Simon1906 

This report is available if you're using MYOB AccountRight. If you're using MYOB Business, please send the information to the online payments team as I advised in the private message and they will breakdown the amounts for you. 

[Simon1906]

Hello,

This isn't right. I have receive 100+ transactions per week. No one has the time or capacity to be emailing the Online Payments Team and wait for a response just to match an invoice to a payment received.

I called MYOB (very painful as I was on the phone for 2+ hours but it was worth it in the end) and received a proper solution. They have provided me with a link that lists all credit card payments and itemises the payments showing who has paid into that amount. 

FYI - payments.myob.com was the link I've used for many years which had the same information. This is now discontinued however a new link is available.

Thanks