Forum Discussion

Heidi05's avatar
Heidi05
Contributing User
2 days ago

Online payment to invoice issue

The MYOB system has automatically closed an invoice when the online payment was made through the MYOB payment portal. The payment is in unallocated transactions but I can't allocate it to the invoice becuase it has been closed off by the system. In the bank transaction page which electronic payments are shown it shows the deposit but not the withdrawal like every other transaction. 

I have frustatingly just spent a hour and half online with a agent and he cannot find the solution and is unable to escale it for me. Does anyone know what to do? 

  • ChrisMc's avatar
    ChrisMc
    MYOB Staff
    2 days ago

    Hi, checking if the funds have come through the bank feed yet? 

  • Heidi05's avatar
    Heidi05
    Contributing User
    2 days ago

    Yes it has. - The payment is sitting in unallocated transactions because the invoice is closed from the system. I tried to delete the payment from the invoice and I am unable to do that as it was paid through MYOB system. 

    • ChrisMc's avatar
      ChrisMc
      MYOB Staff
      2 days ago

      ok as the transaction has been created by MYOB, within the bank feed select match transaction and not allocate. 

      • Heidi05's avatar
        Heidi05
        Contributing User
        14 hours ago

        I can't match the transaction because the invoice is closed and I can't delete the payment already applied to the invoice. 

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.