Convert Prepayments to Overpayments Process with Enrolmy & Xero

 

Scenarios
  • You have prepayments saved inside Xero

  • You want to convert these prepayments in overpayments or direct payments and apply those against Enrolmy invoices
This document assumes 
  • You are a proficient Xero user

  • You understand basic accounting principles
  • You understand the Enrolmy and Xero Reconciliation Flow for your business

 

Converting Prepayments to Overpayments Process

 

Your next steps inside Enrolmy:

1. Undergo a xero sync - see how to do that here

2. Spot check an invoice to see the overpayment now applied against it inside Enrolmy.

 

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