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Overview
Selecting Banking from the Sales menu opens the Banking Dashboard.
From here BUZ: Receives Money, Creates Deposit Slip,Sends Statements and Modifies commissions.
On this page:
Table of Contents
Receive Money
Enter receipts from customers
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Manually edit the commission that the sales rep receives.
Xero Processes
PPayments
In BUZ
- The payment is done either at the bottom of the summary page on the order or as a payment in the Receipting Money areas.
- This payment could be for a Pre-Payment or a Payment on an Invoice.
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- These payments will appear in your Account transactions as unreconciled payments (Pic A)
- To reconcile these payments 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 Xero, 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
- 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 (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)
Pic A
Pic B
Pic C
Pic D
