Quick fixes 20 – How to split payment under reconciliation on Xero

1. Find the Payment – Go to your bank reconciliation and find the lump sum payment.
2. Click ‘Match’ – Search for the customer (e.g., Smart Agencies) and select the invoices related to this payment.
3. Use the ‘Split’ Option – If an invoice is only partially paid, click ‘Split’ to divide the amount.
4. Adjust the Amounts – Enter the amount you want to allocate (e.g., 2,000 now and 300 later).
5. Reconcile the Payment – The remaining balance will stay as outstanding in receivables or payables until it’s fully paid.

I hope you found this tutorial helpful! You can watch a video tutorial below.

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