M-Powered Invoices > Using M-Powered Invoices > Recording M-Powered invoice payments manually
Recording M-Powered invoice payments manually
You can manually record customer payments in your company file in the following ways:
If you have imported payments using M‑Powered Import Assist (see Importing customer payments using M-Powered Import Assist), you can use the procedures in this section to enter the payments that could not be imported.
If you generate customer statements using M‑Powered Invoices, the invoice reference number that appears on your Payment Advice is the first (that is, the oldest) invoice number listed on the statement. The total statement amount paid appears against this invoice reference number.
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Click the Open Invoices tab.
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Select All Customers in the Search By field.
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Enter a date range in the Dated From and To fields that include the date when the invoice transaction was created. (Choose a date range to cover at least a month or so prior to the current date.)
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Press tab. A list of all open invoice transactions appears.
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Click Receive Payment. The Receive Payments window appears, listing all the open invoice transactions and/or orders for the customer.
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Select the Group with Undeposited Funds option.
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If the customer payment amount is not the same as the total invoice value due, change the payment amount in the Amount Received field. The amount paid is shown in the Customer Payments section of your Payment Advice.
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In the Date field, enter the date paid as shown in the Customer Payments section of your Payment Advice.
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In the Payment Method field and select MYOB Pay Services from the list. Note that you should not use MasterCard, VISA or Other payment methods.
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If MYOB Pay Services does not appear in the list, you need to create this payment method. Click New and enter the details in the Edit Payment Methods window.
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Enter the bank statement reference from the Payment Advice in the Memo field. This reference appears on your bank statement and helps you identify the customer payment.
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In the Amount Applied column, enter the full amount received. The procedure for entering the amount applied will depend on whether your customer payment was made using a statement or an invoice.
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For a customer payment made against a statement, apply the amount received to the oldest unpaid invoices first. The total amount applied to unpaid invoices should equal the customer payment amount received.
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For a customer payment made against an invoice, enter in the Amount Applied column the full amount received against the invoice being paid.
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Make sure that you enter, in the Amount Applied column, the full amount received from the customer. If the invoice is overpaid (that is, the amount received is greater than the total due shown in the Total Due column), when you click Record a credit note will be created. This credit can either be refunded to the customer or applied to a future invoice transaction.
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Click Record to save the customer payment.
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If you generate customer statements using M‑Powered Invoices, the invoice reference number that appears on your Payment Advice is the first (that is, the oldest) invoice number listed on the statement. The total statement amount paid appears against this invoice reference number.
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Click the Invoice tab.
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Select Invoice # in the Search By field and enter the invoice number from the Payment Advice in the adjacent field, then press tab. The sale you are looking for appears in the lower part of the window.
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Click Payment in the lower part of the window. The Receive Payments window appears, listing all the open invoice transactions for the customer.
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Select the Group with Undeposited Funds option.
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Enter in the Amount Received field the amount paid shown in the Customer Payments section of your Payment Advice.
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In the Payment Method field, select MYOB Pay Services from the list. Note that you should not use MasterCard, VISA or Other payment methods.
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If MYOB Pay Services does not appear in the list, you need to create this payment method. Click New and enter the details in the Edit Payment Methods window.
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Enter the bank statement reference from the Payment Advice in the Memo field. This reference appears on your bank statement and helps you identify the customer payment.
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Enter in the Amount Applied column the full amount received. The procedure for entering the amount applied will depend on whether your customer payment was made using a statement or an invoice.
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For a customer payment made against a statement, apply the amount received to the oldest unpaid invoices first. The total amount applied to unpaid invoices should equal the amount received from the customer payment.
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For a customer payment made against an invoice, enter in the Amount Applied column the full amount received against the invoice being paid.
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Make sure that you enter, in the Amount Applied column, the full amount received from the customer. If the invoice is overpaid (that is, the amount received is greater than the total due shown in the Total Due column), when you click Record a credit note will be created. This credit can either be refunded to the customer or applied to a future invoice transaction.
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Click Record.
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