How do I send a reminder in MYOB?

How do I send a reminder in MYOB?

Here’s how:

1. Click your business name in the top-right corner and choose Invoice and quote settings.
2. Click the Reminders tab.
3. Click Reminders settings.
4. On the Reminders tab, select the option Send invoice reminders.
5. Select the option Send to all customers.

What can you do in MYOB if a customer pays too much?

Customer overpayments

1. If a customer pays you too much, even via a bank feed or imported statement, record the whole payment in MYOB Essentials.
2. If a customer has paid an invoice twice, create a customer return for the second payment.
3. When an overpayment is recorded, a customer credit is created for the overpaid amount.

How do I find unpaid invoices in MYOB?

By clicking View unpaid invoices emailed to you at the bottom of the email, they’ll be able to see how long their payments have been overdue and pay them on the spot. Plus, customers can select multiple invoices to pay in one go. The total amount of invoices selected cannot exceed $99,999.

How often should you send invoice reminders?

Ideally, you should structure your reminder schedule around the payment terms in your contract. It’s a good idea to send a payment reminder shortly before the due date of the invoice, one shortly after, and then regularly after that.

How do you convert a quote into an invoice in MYOB?

Turn a quote into an invoice

1. On the Quotes page, click the quote you want to turn into an invoice. The Quote page appears, showing the quote details.
2. Click Create invoice.
3. Make any required changes to the invoice, and click Save, or click Email or Print to send it to the customer.

What is the status of an invoice once it is fully paid?

When the status of the invoice is Paid, this means that the customer paid the partial amount and there’s still an open balance left. On the other hand, when it’s Closed, it means that the invoice is paid in full.

How do I fix overpayments in MYOB?

Start a new pay run for the employee and enter the adjustment as a negative (-) amount in the Hours or Amount column of the category that was overpaid. Remember to zero out all the categories that you’re not adjusting. The net pay amount should be equal to the overpayment, and shown as a negative amount.

What happens if a customer makes overpayments on their account?

A Customer Overpayment occurs when a customer pays more than they were billed. As a result, the Cash Receipt will continue to have a balance after being applied to the original Billing.

How do I email an overdue invoice?

Here are some steps you can follow to write an effective past due invoice email:

1. Mention the invoice in the subject.
2. Include a polite opening.
3. Reference the due date and amount.
4. Explain payment options.
5. Specify next steps.
6. Recent due date.
7. Late overdue payment.
8. Final notice.

How do you send an overdue payment via email?

Dear [Name], Further to my previous correspondence, I am contacting you regarding late payment for invoice [Invoice Number]. The invoice was due on [Due Date], and payment is now overdue by [Number of Days Overdue]. Be advised that late payment interest may be applied if we do not receive payment within 30 days.

How do I send an invoice in MYOB?

To create an invoice

1. From the Sales menu or the Invoices page, click Create invoice.
2. If necessary, change the Invoice number.
3. In the Customer field, enter the customer’s name, or select the customer from the list.
4. Check the date in the Date of issue field.
5. Check the date in the Due date field.

How do I record an invoice received in MYOB?

To record payments against invoices

1. Go to the Sales command centre and click Receive Payments.
2. Choose the account that will be used to record the customer payment.
3. In the Customer field, enter the customer’s name.
4. Type the Amount Received.