Recording a refund for overpayment via payment gateway
Hello I am seeking guidance on how to correctly record a refund in MYOB for a customer who overpaid through our payment gateway The refund has already been processed through payment gateway but since the payment gateway is not listed as a payment option in our MYOB. I am not sure how to accurately reflect this transaction in MYOB. Could you please advise on the appropriate steps to record it? Thank you in advance for your assistance.SolvedMultiple pages for customised forms
I noticed a thread regarding this back in Sept 2022 and for the past 20 years that I've been using MYOB this feature is yet to be added with so many other one's which is just beyond ridiculous when you are using all the resources on features nobody gives a fig about. Just in case i missed it is there now a posibility for the invoices to run over two pages rather than the same form repeating itself. This becomes confusing for the customer and for our packing and installation team.326Views0likes5CommentsTurn off the "Pay by BPay" from invoices
We are using the Credit Card payment which has been working fine. But last week a customer used the "Pay by BPay" as shown at the bottom of the invoices. Which also worked fine, expect we got hit with a big service fee. How can I REMOVE the "Pay by BPay" from invoices or have the service passed over to the customer in the same way its done with Credit Card Payments???SLOW - SLOW - SLOW SYSTEM
Is anybody else experiencing the slowness of MYOB Account Right - desktop version? I've cleared the cache on all machines, i've uninstalled and reinstalled, rebooted my router and still it's like I've gone back to dial up. What is going on? We cannot work like this... need some answers pleaseSolved484Views0likes4CommentsImporting Sales Service Invoices with no amounts -URGENT PLEASE
I recently purchased an existing buisness (Mechanical repairs and service) where the original owner had to supply a new laptop with the company data. As we had to get a new ABN etc we had to install our own copy of MYOB and try to transfer the previous sales history. The issue we are having is we cannot transfer the invoices (3 years worth) without the sale amounts transferring over with it causing havoc in my financials. We only need the invoice information as it contains important customer history. Can someone help please.SolvedSales Invoice Default print form not emailing as default choice
Client has two invoice templates setup, and each customer has setup in card file the choice of which template we want them to receive, when I print invoices great the correct default form is choosen, but when I log into online myob to send out the monthly invoices with multiple attachements, the default invoice form is not being picked up and some customers are getting the wrong invoice template sent to them. Where can the email template default be customized like we do for 'printing' in the card file.Profit margin
I am looking for a report that will help to calculate the overall profit margin on each customer. So far the best way I can see to do this is with a sales item detail report in which we have to manually calculate the cost of items sold, then use formulas in excel to find the profit margin. Is there an easier way? A report that does all the work for you would be nice.Emailing Deposit to Customers
Seriously i'm so tired of getting complaints from customers because our accounting system CANNOT and WILL NOT add a feature to send a deposit email or receipt. Surely it can't be that hard to create, you are adding so many more complex features and yet this simple one has NEVER been considered eventhough your customers are screaming out for it - on a constant basis. There's a buttom for emailing invoices surely one can be created for emailing receipts! PLEASE get this done ...336Views0likes1CommentHow do I remove the asterisk warning on a duplicate field on sales invoice template?
Hi, How do I remove the asterisk warnings for a duplicate field on an invoice template? I want to have the invoice number showing at the top right but also show it as the reference to be used when paying by EFT. One or the other instance ends up with asterisks around it and I actually had a customer contact me to say their bank won't let them enter the * character in the reference field. *Note: This is not a duplicate invoice number warning, but a duplicate field on the custom invoice template. Side note: I love that now I'm into 5 digit invoice numbers instead of 4, the leading 0000s have disappeared. :) YIPPEEE! If only I'd known the solution was so simple.Solved703Views0likes3Comments