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Xero | Create a receive money transaction

This guide will show you how to add a receive money transaction outside of the bank reconciliation pages to record cash you've received from a customer or want to deposit


Note

This could be for any cash, cheque or electronic deposit in Xero bank account that doesn't relate to an invoice, transfer or refund.



  1. Click the add icon Image showing the Add icon., then select Receive money.

  2. Select the bank account you've received money into, then click Next.

  3. Enter your contact's name. You can select an existing contact or add a new contact.

  4. Select the date you received the money.

  5. Enter details of your transaction into the receive money transaction fields.

  6. Click Save













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