- Allocate Payment to a Credit Card – Under Bank Accounts, select your Credit Card and reconcile transactions just like a regular bank account. If there’s no invoice, use Create, Spend, or Receive Money.
2. Apply Payment to an Invoice – Go to Purchases > Awaiting Payment, find the invoice, set the payment date (e.g., Jan 31st), select Credit Card as the payment method, and confirm.
3. Process a Refund to a Credit Card – If the invoice was canceled and you received the payment back, create a Credit Note for the supplier (e.g., ABC Taxi) with the refund details.
4. Match the Refund – Go to Accounts > Credit Card, find the refund transaction, and click OK. If it’s missing, use Find & Match, search for the supplier (e.g., ABC Taxi), and link it to the credit note.
I hope you found this tutorial helpful! You can watch a video tutorial below.
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