Editing and Voiding Sales Invoices Editing an invoice – i.e. Rebate for a supplier. In the Business menu, select Invoices. Find and open the invoice....
How to use Locking Periods in Xero Locking periods once reporting is done ensures the integrity of the information and stops users from inadvertently adding transactions to...
How to receive an overpaid claim from a customer An overpayment is defined as a payment that is more than the invoice’s outstanding amount. For example, if the wrong...
How to create an overpayment for DPP and Claim/Sale in Xero There are two types of overpayments we receive for Sales. An overpayment for a Deposit Pending Preliminaries (DPP) and another...
How to refund a Credit note or Overpayment in Xero Refunding a Credit Note in Xero 4. Scroll down to the Make a cash refund section and enter the correct...
How to attach a document to a Bill or Invoice. Steps for attaching documents to a bill or Invoice in Xero. This will complete the process of adding the document...
How to publish Bank Reconciliation reports in Xero. To publish reconciliation reports in Xero, follow the below steps. Reports that have been published can be found in the...
How to do a part payment of Invoice This scenario will occur when a customer or client is making a part payment for an invoice. For example, the...
How to reverse Variations When reversing approved variations in the Builders portal. It is important to first determine if the variation has already been...
How to process Chargebacks to Suppliers What is a chargeback? This occurs when a business has already paid a supplier, which has under supplied or supplies...
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