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Xero: Record a Part Payment During Reconciliation

Objective:

  • Enter a partial payment in Xero

Environment:

  • Xero
  • Clio Manage

Additional Information:

  • You can't split payment transactions that are already recorded on an invoice, bill or expense claim in Xero. If a payment is entered for the incorrect amount, delete the payment, then enter it again.
  • You can also record a part payment directly on the invoice, bill, or expense claim. Xero will then suggest the payment transaction as a match when reconciling.

Answer:

  1. In the Reconcile tab of your bank account, click Find & Match for the bank statement line you want to reconcile.

  2. Find or search for the transaction, then select the checkbox for each invoice, bill or expense claim you want to match with the bank statement line. 

  3. Click Split. This option isn't available for spend and receive money transactions, or payments already applied to invoices, bills or expense claims.

    Image of the Split link in the Find & Match screen.

  4. Enter the amount of the part payment you want to apply to the invoice, bill or expense claim.

  5. Click Split again to record the part payment on the transaction.

    Image of the Split screen and the part payment

  6. Click Reconcile.
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