Hi All, we are having issues where we enter a proforma invoice from a new supplier into MYOB Acumatica and pay it by bank transfer. The supplier then sends us a tax invoice with a different invoice number which is then paid again (if we aren’t keeping an eye out for the real tax invoice).
We were just wondering the best way to treat proforma invoices as we don’t wish to pay by creditcard and the suppliers are unwilling to issue a tax invoice without upfront payment (as we are a new customer with them). thanks in advance.
Best answer by SharonSL
Hi Fiona,
I think what you need to do is ‘Create Prepayment Request’. Are you using Purchase Orders for the items you are ordering from these new suppliers? If so, depending on your setup, make sure your PO is off hold, push it past the email/do not email step and then from the 3 dot menu the ‘Create Prepayment Request’. Then Release it. Then you need to create the payment from the next screen. This will link the prepayment to the order. This link might help:
I think what you need to do is ‘Create Prepayment Request’. Are you using Purchase Orders for the items you are ordering from these new suppliers? If so, depending on your setup, make sure your PO is off hold, push it past the email/do not email step and then from the 3 dot menu the ‘Create Prepayment Request’. Then Release it. Then you need to create the payment from the next screen. This will link the prepayment to the order. This link might help:
