DanaQED
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Joined 7 years ago
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Re: Customer overpayment and allocation to bank feed transaction
Hi Tracey, Unfortunately the take payment option doesn't work for me, I can record a "Take Payment" however I can't allocate the bank transaction to it. I spoke to someone in the MYOB support team and the only way I could do it was to bump up the original invoice amount, allocate the payment in the bank feed, go back into the invoice and reduce the amount back to the original figure. This then showed an overpayment which I am able to allocate to future invoices. Thanks Dana928Views0likes0CommentsCustomer overpayment and allocation to bank feed transaction
I need help, I haven't been able to find a solution for this issue in any of the forms or help pages. I have a customer who has overpaid their invoice. They have asked for us to hold onto the credit amount for them to use at a later date. I have tried "Take Payment" and "Customer Returns" but neither of these options allow me to match the original transaction in the bank feed. How do I create the credit so I can allocate the bank feed transaction so that my account reconciles? Thanks1KViews0likes2Comments