This guide will show you how to record a partial payment on an invoice during the reconciliation process.
Use the find & match to record a part payment
If you have received part payment owed to you, or you pay part of an amount you owe, use the find and match to record the instalment on the relevant invoices, bills or expense claims when you reconcile your bank accont.
The outstanding amount still shows on the invoice, bill or expense claim, so you you can reconcile it when the next payment is made.
Record the payment payment during reconcilaition (most common method used)
1. In the Reconcile tab, for the relevant bank statement line, click Find & Match
2. Select the checkbox for each invoice, bll or expense claime you want to match with the bank statement line. You can search for the transaction by name, reference, or amount
3 Click Split
4. Enter the amount of the part payment you want to record.
5. Click Split
6. Click Reconcile
Reconcile a part payment already entered in Xero
You can record a part payment directly on an invoice, bill or expense claim. When you reconcile the bank account, the payment transaction displays as a suggested match. If your've already recorded the part payment in this way, you can't change the amount you've applied to each invoice, bill or expense claime during reconciliation.