LXV | Bank Transfer Payment Vital Job Invoice

Navigate to Vital/Pooltrackr to Invoicing >Invoices 

Then locate your invoice from the listing by using the Search Invoices. Highlighted in Red in the below screenshot 

Once you located your invoice select the Lightspeed Green "Synced" button.


Your web browser will open a new tab to Lightspeed and load the invoice automatically. As per the screenshot below

Then select the View in Xero button on the right side of the screen below the Edit button

The browser will open another Tab into Xero and then displaying the Invoice from Vital.

Then copy the Reference number of this invoice


Once the reference number is copied. Navigate on the top right of your screen to Dashboard

Then navigate to your Bank accounts. Look for the right bank account that contains the bank record of the transfer from the customer. 

Once the bank account is selected Click the 3 dots and select

Locate the Bank Statement Line as per the screenshot below

Then on the right hand side select Find & Match

Scroll down to Section 1 and navigate to Search by name or Reference. Then enter the invoice number then select GO

Once the invoice is located select the tick box on the left hand side of the screen.

Scroll down to section 2 and 3 to review the selected transactions and Subtotal.


Once you see the Total's Match select the reconcile button on the bottom right