Multiple Pmts to Multiple Invoices (1:13)

Reconcile Multiple Payments to Multiple Invoices (1:13)


Matthew B
August 16, 2010 at 1:32 pm

I get a payments company to direct debit my clients. They then pay me in one daily aggregated payment after deducting their fees. So I need to reconcile that one payment with multiple invoices, which are under different client names. I then need to add a fee for the payments company.

Is there an easy way to do this? I’ve been kludging it by entering a negative balance to the fees account to make the payment balance, but there must be an easier way…

Xero Review
August 28, 2012 at 8:26 am

[…] receive a payment for an invoice in Xero you need to open up the invoice. For each invoice you want to receive payment for, you need to open up each separate invoice and […]

Rob G
November 3, 2012 at 12:50 am

Following on from Matthew’s question, I have slightly less complex situation. We are starting to bill our clients by electronic direct debit, with each payment relating to 1 invoice. The payment company takes a 1% fee for every transaction. So the amount we receive will be the invoice total minus 1%.

Will Xero be able to automatically match the payment to the invoice? What rules do you use to do the matching?


Joanne Van Heeswyk
September 18, 2013 at 11:52 am

I would like to know how to add a payment to invoices without having to do each one indiviually

Sam A
May 21, 2014 at 6:40 pm

This video is outdated, the menu system has changed given the xERO is now 2014-i-fied

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