Applying a credit invoice to a sales Invoice
Hi, I am trying to apply a credit invoice that I have generated to a few existing sales invoices. I can see all invoices as still outstanding when I look at the clients sales register. However, whan I go to apply this through returns & credits, apply to sale two of the Invoices I am looking for are not showing there. Can anyone please help? ThanksSolved5.2KViews0likes2Comments
reversing a payment allocated to the incorrect sale which was an order for another customer
I've allocated a payment to an incorrect invoice and an incorrect customer. The invoice was actually an order not an invoice so I cant delete the payment. I've spoken with MYOB who says you cant delete the payment. We have allocated the payment to the correct invoice. The problem is now that order has been converted to an invoice so it looks like the customer has paid but they actually havent. I cant figure out how to make it look like they havent paid the invoice.Solved2.5KViews0likes6Comments
Automated linking of sales/supplier invoices - can we stop customers turning this on?
Hi, We have suddenly realised that if some of our clients are also using MYOB, they will probably be seeing the option to link our invoices to their system. Is there a way to disable this from our end? If not, what information do they see? Do they only see the information that is visible on the invoice template we use to send the invoice to them? Or will they see it based on the default template linked to their card? Or, worst case scenario, will they see the information exactly as it is typed into our file? We allocate the income across a number of different general ledger codes on the invoice and use the comment field as the description on one of our templates. We do not provide this breakdown to the customer and our invoice template is set up to only show the total value of the sale. We often also have random text type in there for our internal use only, which we would not want the customer to see. We would prefer to continue using the "send emails from accountright" option rather than individual users' outlook files but that might change depending on the answer to this question! Thanks.Solved2.5KViews0likes7Comments
Enter historical transactions prior to conversion date
HI there I have opened a new company in MYOB with a start date of 1 July 2020 but need to enter opening balances and historical transactions for debtors and creditors that relate to the prior financial year. When I go to enter these transactions and date them prior to 1 July 2020, I get an error message - You may not enter transactions before your conversion date. Is there a work around as I believe I can't change the start date of the company ? Although to be honest, I'm not sure how many companies open their accounts books prior to the start date of what they need and it seems to be that a lot of people have this problem so is there an easy work around ? Many thanks LindaSolved1.8KViews0likes3Comments
How to change default comment and ship via fields
The Comments and Ship Via fields can be added here... Lists>>Sales & Purchases Information>>Comments options Lists>>Sales & Purchases Information>>Shipping Methods But how do you change the default Comment or Shipping Method that automatically fills each new invoice. Can't see where to change the default anywhere! Thank you,Solved1.5KViews0likes1CommentAged Receivables Reconciliation
Hi I currently have a clinent (using AccountRight Online) with a significant difference in their aged receivables reconciliation compared to their balance sheet. The difference is from old invoices which were incorrect and need to be removed completely. The usual practice would be to raise a credit note and allocate etc. but these "sales" are not bad debts and no GST amendment needs to be done due to an error years ago. Is there a work around to remove these old invoices at all without impacting the current trial balance? Your help is appreciated. Thanks, ChrisSolved1.3KViews0likes2CommentsInvoice comes through $0.01 out due to GST rounding. How do I fix in myob
Hi In our online Shopify store the invoice is fully paid but when entered into myob it says that it has a balance due of 0.01. How do I edit in myob to get it to match our online store as we aren't going to go and ask them for the 0.01. This has to be something others have experienced but all I can find is use tax inclusive amounts on the store but as we have predominently overseas with only occasional Australian customers we do ex GST so a way to fix the maybe 1 per week or fortnight that might be effected is preferable.Solved1.3KViews0likes1CommentIs it possible to remove the "view unpaid invoices emailed to you" link at the bottom of invoice emails sent from within MYOB?
Hi, We send some invoices directly from MYOB and others we sent manually and only record the details in MYOB. This can be a mix of both for each customer, so we have never turned on the "Unpaid Invoice Summaries" because we don't want customers to be sent a list containing only some of their invoices. However, we've realised today that there is still a link going out on the bottom of the emailed invoices which says "view unpaid invoices emailed to you". So, the customer is still getting a partial list! I've been through the all the settings I can find for emailing invoices and invoice reminders, but I can't find anywhere to edit or remove this section of the cover email. Is it possible? We really don't want it as it's not accurate. We send statements each month which does the same thing anyway but includes all invoices whether emailed or not. Thank you.Solved1.3KViews0likes5Comments
refunding part of a deposit
Hello I have a question in regard to a deposit paid. The customer ordered some goods, paid a deposit then cancelled. Because we had to return the goods, we were charged a fee by our supplier, so we passed on the charge to the customer therefore repaying the total deposit amount less $25.00. Can you please tell me how I enter this in MYOB? Thanks LinSolved1.2KViews0likes2Comments