Settings and activity
1 result found
-
12 votes
Thanks for sharing this idea. I can see why matching by invoice number or reference, instead of relying on the amount first, would be really valuable for businesses dealing with instalments, part-payments, or payments that don’t exactly equal the invoice total.
Right now, suggested matches are based on the statement line and transaction having the same amount, with other statement details also considered, so I understand why this request would help reduce manual work and lower the risk of matching a payment to the wrong invoice.
If this would improve your workflow too, please add your vote and comment with a real example of when matching by invoice number or customer reference would save time or prevent errors. The more detail shared here, the easier it is to show the impact this has for customers.
An error occurred while saving the comment 
Leigh Renak
supported this idea
·
we raise a large number of invoices that are paid in installments over up to a 12 month period. so an invoice for £120 may be paid in 12 installments of £10 each direct to our bank. The payment will include the account number for the customer in the reference field. When Xero suggests a match, it seems to do so by first looking to the value of the receipt and comparing it to the outstanding balances of individual invoices. we would like it to suggest solely based on the reference account no. Can this be done. there are too many for it to be worthwhile setting up rules for each customer paying this way, and the amoints will likely change each new year.