1. On the Invoices page, click the Enter customer payment link. The Enter customer payment page appears.

   You can also enter a customer payment from the Invoice to page, as you’re creating the invoice.

2. Select the customer making the payment from the From list. (If you’re entering a customer payment from the Invoice to page, the customer will already be selected.)
   All the unpaid invoices for the selected customer appear in the list, with the oldest at the top. (If you’re entering a customer payment from the Invoice to page, only the relevant invoice will appear in the list.)
3. Select the bank or credit card account to receive the payment into from the Into account list.
4. If you want, enter a note that describes the overall transaction in the Notes field.
5. Make sure that the payment date is correct. If not, enter a new date in the Date field, or click the icon next to it to display the calendar.

6. Make sure that the reference number is correct. If not, enter a new reference number in the Reference number field.

   Changing the numbering

   If you change the reference number, you’ll change the automatic numbering. For example, if you change the number to CP000081, the next time you enter a customer payment, MYOB Essentials will display the new reference number as CP000082.

7. Enter the total payment amount received in the Total amount received field. This may be payment for one or several invoices.

   If there’s more than one unpaid invoice in the list for the selected customer, start allocating the payment against the oldest invoice (at the top of the list).

8. If you want to give the customer a discount, enter the amount in the Discount given field.
   The Amount due will be recalculated automatically.
9. Enter the Payment amount against the relevant invoice.

10. If this payment covers more than one invoice, repeat from step 8 for each invoice.

    The total of all amounts applied to the invoices, after adjusting for any discounts, should now equal the amount entered in step 7.

11. Click Save when all invoice payments for this customer have been entered.
12. If the amounts don’t balance, a message will appear. Click OK and complete the following steps.
    1. Check that the Total amount received you entered in step 7 is correct.
    2. Check that each Payment amount you entered in step 9 and step 10 is correct.
    3. When you’re sure that all the details you’ve entered are correct, click Save again.

    The payments are recorded and the Invoices or Invoice to page reappears.

    Customer overpayments

    If the amount received from the customer is more than the sum of their unpaid invoices, a credit is automatically created which can be settled on the Processing customer returns page.

You can only edit customer payments that haven’t been reconciled or matched to a bank transaction. If you want to edit a reconciled or matched payment, you need to unreconcile or unmatch it first, using the Bank reconciliation or Bank transactions page.

1. From the Banking menu, select Transaction history. The Transaction history page appears.
2. In the View list, select the bank account from which the customer payment was made, or select All bank accounts.
3. In the list, find the customer payment that you want to edit, and click the link in the Reference Number column for that payment. The View customer payment screen appears, showing the invoices to which the payment was applied.
   If you’re having trouble finding the payment, it might be helpful to adjust the date range shown in the From and To fields, or to click on the Received column heading to show the transactions in order of amount spent.
4. Click the Edit customer payment link at the top of the page. The Edit customer payment page appears, showing how the payment was applied. Any other open invoices for the customer are also displayed.
   If the Edit customer payment link doesn’t appear, the transaction has been reconciled or matched, and is not editable. If you want to edit it, you first need to unreconcile it on the Bank reconciliation page or unmatch it on the Bank transactions page.
5. Make your required changes to the payment. You can change any details except which customer is paying you. If you want to change the customer, you’ll need to delete the payment and create a new one using the correct customer.
6. Click Save to save your changes to the payment.