How to Split an Invoice in Xero

Quick summary

Splitting an invoice in Xero lets you allocate a single bank payment across multiple invoices during bank reconciliation. This step-by-step walkthrough shows how to use the Find & Match and Split features to divide a payment directly from the Xero dashboard.

Steps

1. On the Xero dashboard, locate the bank account you want to work with and click its Reconcile Items button.
2. Find the payment record you want to split and click the Find & Match button next to it.
3. Tick the checkbox beside the transaction that matches the selected payment record.
4. Click the Split button to proceed with dividing the payment.
5. Enter your desired part payment amount into the input field, then click Split to confirm.
6. The selected Xero invoice is now split based on the amount you entered.