Reconcile the payment for an invoice or bill paid twice

Here's how to reconcile the payment for an invoice or bill that's been paid twice. You've probably reconciled the first payment with the invoice or bill entered in Xero, and now you need to reconcile this overpayment.

You'll be prompted to allocate the credit next time you approve a sales invoice or bill for that contact. Or, you can refund the overpayment.

  1. On the bank reconciliation screen, next to the bank statement line you want to reconcile, click the Create tab.
  2. Click Add details.

    The Bank Rec screen and the Add details link.

  3. Next to Spent as or Received as, select Overpayment.

    Image showing Overpayment selected.

  4. Enter details of the transaction.
  5. Click Save Transaction.
  6. Click Reconcile.