Overpayments – Contact naming

To minimise duplicates in your Xero Contacts have a clearly defined process when reconciling – especially where it is not a ‘find and match’.

Leaine’s Tips:

• When reconciling an overpayment – totally remove the contact name and then type in  (to then select from an existing contact)
• If not an existing contact remove the pre-populated name – then type in exactly how you want the Contact named in your Xero
• Rename the contact as necessary AND merge in Contacts list to avoid future occurrences
• Use your Invoice Detail reports to identify possible tidies needed in Awaiting Payment filter on amount to see all credits displayed at the top
• Take the same approach with adding Prepayments.

Leaine’s Demo

Learn more on Xero Central