Quick fixes 18 – How to speed up the process of customer invoices reconciliation on Xero

1. Ask for a Payment Slip – Ask customers to include invoice references when making payments.
2. Go to Bank Reconciliation – Find the payment under ‘Received Payments.’
3. Use the ‘Match’ Feature – Search for the customer’s name (e.g., Seta Limousines) and select the invoices paid.
4. Check for Adjustments – If needed, add minor adjustments for any small differences.
5. Click Reconcile – Once the total matches, reconcile to complete the process.

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

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