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Xero - Mark Invoices as Paid

Some clients using Xero to invoice customers, need to know who has paid more frequently than at month end. For example, they may need to verify payment has been made before commencing work. Other times, clients may issue many invoices of similar amounts, which can be tricky for Harvest to reconcile. In both cases, it is good if the client can mark invoices as paid.

Record a payment on a customer invoice

  1. In the Business menu, select Invoices.

  2. Select the Awaiting Payment tab.

  3. Find and open the invoice you want to record a payment on.

  4. Scroll down to Receive a payment.renditionDownload.png

  5. Complete the payment fields.

  6. Click Add Payment.

  7. (Optional) Add a note to the invoice if you want to record why a part payment was applied and when they’ll pay the balance.

If the payment is for more than the invoice total, Xero pays the invoice in full and creates an overpayment for the extra amount. The overpayment shows in the Awaiting Payment tab until it's refunded or allocated to another invoice.

Once an invoice is fully paid, it moves to the Paid tab. If an invoice still has a remaining amount due, it stays in the Awaiting Payment tab until it's fully paid.


Xero: transfer your subscription | link your bank feeds | invoicing your customers | mark invoices as paid

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