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Quick summary
Recording an overpayment in Xero is done through a manual journal entry, accessed via the Accounting menu under Reports. This step-by-step process lets you accurately post overpayment details to your Xero ledger without disrupting existing records.
Steps
- On Xero's main dashboard, go to the top menu bar and click 'Accounting'.
- Choose 'Reports' from the dropdown list of options.
- Scroll down to the Taxes and Balances section and click 'Journal Report'.
- Click 'Go To Manual Journals' to navigate to the manual journals list.
- Select the journal you wish to edit from the list.
- Click 'Journal Options' in the top-right corner of the journal view.
- Pick 'Edit' from the options menu to open the journal for editing.
- Enter the overpayment details into the provided line item fields.
- Review your input and click 'Post' to submit the journal entry.
- The overpayment is now recorded and visible as a posted manual journal in Xero.
