Forum Discussion

Ian_Burgess's avatar
Ian_Burgess
Contributing Cover User
8 months ago

Payments accepted through MYOB Payments are auto entered incorrectly

I have four customer payments from last November that the customer has made with credit card through the MYOB payment portal.   MYOB BUSINESS LITE has auto-entered them in the payments as the amoun...
  • Ian_Burgess's avatar
    Ian_Burgess
    8 months ago

    MYOB Support finally called me.

     

    We figured out the problem. For some reason the payment didn't get assigned to a bank account, so it couldn't be matched in the bank feed.

    I don't know how many times I'd been in the payment trying to delete it, but I was looking for the wrong thing. It's only these four transactions where it's ever happened.

    As soon as I assigned a bank account for the Payment and the Credit Card Surcharge, I could match it in bank feeds.

     

    Thanks for your help.

Ian_Burgess's avatar
Ian_Burgess
Contributing Cover User

Hi Earl,

 

Unfortunately that doesn't help in this situation - all it gives me is $0.45 that I can match against my bank feed of $25.20 - I have 4 transactions in this situation.

 

Feed

MYOB has already marked the $24.75 off the invoice - essentially this is a duplicate amount of $24.75 that MYOB has recorded and I can't get rid of it.

Earl_HD's avatar
Earl_HD
MYOB Moderator
8 months ago

Hi Ian_Burgess,

Thanks for the screenshot. I would recommend matching both surcharges and payments from the bank feed. For example, if the bank feed shows an amount of $24, this should be directly allocated to the bank account, while any surcharges should be directed to the account specified in your setup. Please see this help article for more information: Online invoice payments

Additionally, Check if the surcharge has been recorded separately, usually indicated by an "s" at the end of the payment number. Example: Payment number: CR00001 Surcharge: CR00001s If there is a surcharge, simply match both the payment and surcharge to the feed.

If not, there are two options available:

  1. Manually record a surcharge transaction and then match it together with the payment.
  2. Match the payment to the invoice and then use the "add adjustment" feature to include the surcharge amount.



Feel free to post again, we're happy to help!

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

 

Regards,
Earl

  • Ian_Burgess's avatar
    Ian_Burgess
    Contributing Cover User
    8 months ago

    MYOB Support finally called me.

     

    We figured out the problem. For some reason the payment didn't get assigned to a bank account, so it couldn't be matched in the bank feed.

    I don't know how many times I'd been in the payment trying to delete it, but I was looking for the wrong thing. It's only these four transactions where it's ever happened.

    As soon as I assigned a bank account for the Payment and the Credit Card Surcharge, I could match it in bank feeds.

     

    Thanks for your help.

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator
      8 months ago

      Hi Ian_Burgess,

      We're pleased to hear that our phone support was able to resolve your issue. Should you have any additional questions, please don't hesitate to create a new post, and we'll be more than happy to help you further.

      Regards,
      Earl

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