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Reconcile Multiple Payments to One Invoice (0:49)

 

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3 comments

Dean
19 July 2012 #

A couple of things, firstly, this really needs to be re-worked. This method means I have to view account transactions, write them down on a pad, then go to the invoice and enter the transactions manually…. I’m wanting to use Xero to minimize manual paperwork.
Additionally, when I enter the transactions and go back into reconcile, the transactions don’t appear. If I go to ‘find match’, only unpaid invoices appear, this excludes the invoice I’ve just applied payments to as it’s now classed as paid.

Billy
29 May 2013 #

I have the same issue… anyone else find a solution for this? Its extremely painful…

Michael Mori
30 May 2013 #

#Billy, have you watched the video clip? There is always an easier way, but that does not take long. You can always use the “Split Payment” function which is quicker. http://blog.xero.com/2009/09/part-bankr/, just remember to tick the box on the invoice you want to part pay, only then does the Split function appear in that line.

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