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Processing Payments

This job aid contains instructions related to reserving payments and prepayments for sales orders in MYOB Acumatica.

To Enter a New Payment for an Order

  1. Open the Sales Orders (SO301000) form.
  2. In the Order Type box, select the order type.
  3. In the Order Nbr. box, select the reference number of the order.
  4. On the table toolbar of the Payments tab, click Create Payment.
  5. In the Create Payment dialog box, which opens, do the following:
    1. In the Payment Amount box, specify the total of the payment.
    2. In the Description box, specify the description of the payment.
    3. Ensure that the user selects the appropriate payment method in the Payment Method box.
    4. Ensure that you select the appropriate cash account in the Cash Account box.
    5. Click OK.
  6. While you are still on the Payments tab, click the link in the Reference Nbr. column.
  7. The Payments and Applications (AR302000) form opens in a pop-up window with the created document of the Payment type.
  8. On the form toolbar, click Release to release the payment.

 

Entering a New Prepayment for an Order

  1. Open the Sales Orders (SO301000) form.
  2. In the Order Type box, select the order type.
  3. In the Order Nbr. box, select the reference number of the order.
  4. On the table toolbar of the Payments tab, click Create Prepayment.
  5. In the Create Prepayment dialog box, which opens, specify the following:
    1. In the Payment Amount box, specify the total of the prepayment.
    2. In the Description box, specify the description of the prepayment.
    3. Make sure that in the Payment Method box, the appropriate payment method is selected.
    4. Ensure that you select the appropriate cash account in the Cash Account box.
    5. Click OK.
  6. While you are still on the Payment tab, click the link in the Reference Nbr. column.
  7. The Payments and Applications (AR302000) form opens in a pop-up window with created document of the Prepayment type.
  8. On the form toolbar, click Release to release the payment.

 

Linking an Existing Payment to an Order

  1. Open the Sales Orders (SO301000) form.
  2. In the Order Type box, select the order type.
  3. In the Order Nbr. box, select the reference number of the order.
  4. On the Payments tab, add a new row to the table.
  5. In the Doc. Type column, select Payment, and in the Reference Nbr. column, select the reference number of the payment to be linked to the order.
  6. On the form toolbar, click Save to save your changes.

 

Linking an Existing Prepayment to an Order

  1. Open the Sales Orders (SO301000) form.
  2. In the Order Type box, select the order type.
  3. In the Order Nbr. box, select the reference number of the order.
  4. On the Payments tab, add a new row to the table.
  5. In the Doc. Type column, select Prepayment, and in the Reference Nbr. column, select the reference number of the prepayment to be linked to the order.
  6. On the form toolbar, click Save to save your changes.