Reconciling A Singular Payment

1. Head to the Money Tab and open the invoice you wish to reconcile a payment against

2. Scroll to the Receive A Payment section at the bottom of the invoice

3. If necessary, adjust the Amount Paid, Date Paid, Payment Method drop-down, Reference, and Particulars to reflect accurate payment information

4. Select the tickbox to send a payment receipt to the customer and select Add Payment

5. The invoice will now be marked off with a part payment or fully paid

Reconciling Payments In Bulk

1. Head to the Money Tab and select all invoices you want to reconcile part or full payments against

2. Select + More and then Receive Payment

3. If necessary, adjust the date deposited field, payment method drop-down, reference, and amount field to reflect accurate payment information

4. Select the tickbox to send a payment receipt to the customers and select Receive Payment

5. The invoices will now be marked off with a part payment or as fully paid

How to Export Invoice Details for Accounting Software Import

1. Navigate to the Money tab, and the Awaiting Payment section

2. Use the filters button to search for invoices within a specific date range

3. Use the tickboxes to multi-select invoices

4. Select +More and then Export to CSV

5. Choose to export a Basic or Full Invoice Summary

6. Select the drop-down field to choose your export format for Enrolmy, Xero, MYOB or MYOB AccountRight

7. Import your CSV into your organisation's accounting software

Last updated: 24 Mar 2025