We are receiving batch payments from customers for sometimes around 100 invoices at a time, which involves opening their remittance advice document and copying & pasting the invoice numbers across into the matching feature in Xero. Further complicating things when the remittance advice shows payments for each 'item' on an invoice and/or part payments.
Is it possible to have a CSV upload of simply two columns of data: invoice number and payment amount, which would then pre-select the invoices from the CSV?
Provided the totals match, it would then be super simple to reconcile the batch payment.
Thanks
Tom O'Neill
supported this idea
·
We are receiving batch payments from customers for sometimes around 100 invoices at a time, which involves opening their remittance advice document and copying & pasting the invoice numbers across into the matching feature in Xero. Further complicating things when the remittance advice shows payments for each 'item' on an invoice and/or part payments.
Is it possible to have a CSV upload of simply two columns of data: invoice number and payment amount, which would then pre-select the invoices from the CSV?
Provided the totals match, it would then be super simple to reconcile the batch payment.
Thanks