Sales

To make a deposit on a recorded sales order

Note: When you make a payment on an Order, the payment amount is recorded in the linked Liability Account for Customer Deposits.

The Receive Payments window should be displayed.

  1. Deposit the payment in a bank account, or group it with your undeposited funds if you want to make a deposit later.


    Note:  Choose your undeposited funds account for customer credit card payments and credits
  1. In the Customer field, enter the name of the customer who made the payment.


  2. Search the list of transactions at the bottom of the Receive Payments window for the order. (The transaction's Status column shows the word "Order.")


  3. Enter the amount of the payment in the Amount Applied column for that transaction.


  4. Notice that the Amount Received field in the top half of the window is empty. Enter the amount of the payment in this field. To do this, simply click the empty field. The amount will automatically appear.


  5. You can enter a payment method, if you like, and you can add detailed payment information, for example, a check or credit card number, by clicking the Details button.


    Note:  If you subscribe to the MYOB Merchant Account Service, you can authorize the payment
    If you're entering a credit card payment, be sure to select a payment method so you'll be able to identify this transaction later in the Prepare Bank Deposit window.
  1. Click Record.


For each cash receipts transaction you record, a corresponding payment receipt can be printed. (Printing payment receipts)

Related topics