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- These payments will appear in your Account transactions as unreconciled payments (Pic A)
- To reconcile these go to Reconcile and match the Xero Transaction to the bank feed (Pic B)
- If the payment was part of a bulk transaction in the Bank it will not match, so you must
- In the Transaction side select Match
- Then type in as many BUZ numbers as you need to match and then tick them all as they match. You can type as many items as you need to Find a Match part 1 and each time you tick a payment to match it moves it in as a match in part 2 (Pic C)
- Once the payments have been matched with the Bank feed you can see in the Account transactions these appear as Reconciled (See Pic D)
Any Orders with Per-Payments (Deposits) on them that have now been invoiced you will at this point in time have to go into the Customer card and allocate the Pre-Payment to the Invoice (this part is something that BUZ is working on with Xero to have automated and we hope to have it out to everyone soon)
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