The Duplicate Customer Invoices bookkeeping data check page identifies invoices that have a high probability of being duplicated in error.
For various reasons, but primarily due to human error, invoices can be created within Xero multiple times.
As a result, various reports within Xero will be incorrect. It may also result in customers paying multiple times and may create a strain in your business’ relationship with the customer.
By reviewing the potential duplicate matches that Xenon Connect flags up on this bookkeeping data check page, you are able to deal with potential duplicate invoices appropriately.
View Invoices in Xero
For each potential duplicated invoice match identified, you are able to click the View button after which you will be taken directly to the applicable invoice within your Xero account. This will allow you to investigate the item further.
If you determine, after review, that a particular invoice has been created in error, it can be quickly removed from Xero by clicking the “Void” button within Xenon Connect.
Please note that invoices with payments or credit notes already allocated cannot be voided. In this circumstance you will need to unallocate the payment or credit note from the invoice first, before voiding the invoice.
If you decide that a particular duplicate invoice match is not, in fact, duplicated, then you can click the “Dismiss Match” button to hide the item and prevent that specific combination of invoices appearing as a match again.
Show Dismissed Matches
You can recheck potential duplicate invoice matches that you have previously dismissed in Xenon Connect by enabling the “Show Dismissed Matches” toggle.
Bulk Process Options
The following bulk actions can be taken by using the check boxes and Bulk Process Options drop down menu:
Within the Duplicate Customer Invoices section of the Settings page in Xenon Connect, the following preferences can be adjusted:
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