Skip to content
English
Go to clouddepot.com
  • There are no suggestions because the search field is empty.

Manually Retry Transaction Reconciliation and Apply Payment

There may be times when you’ll need to manually request for the transaction to be reconciled again.

If payments haven’t been applied correctly in your accounting package, such as Xero, you can follow the steps below to request that the transaction be reprocessed. This will allow the payments to be automatically applied to your invoices again..

1. Located the transaction that requires reprocessing

Recurring Payments > Transactions > [Transaction] > View Details

 

2. Remove any credits or payments from the invoices in your accounting package, if you have not already done so.

If you have applied any credits or manual payments in your accounting package (such as Xero) after the date shown in the oldest log, remove those entries from your accounting package invoices so the invoice amount(s) match the value RPS originally expected to pay.

3. Request that RPS reprocess the transaction reconciliation

Re-trigger processing in RPS by locating the green Reconciled, Yes button on the transaction and clicking it to run a re‑reconcile. Reprocessing will take approximately 5 minutes, during which the payments will be correctly applied to your clearing account (if used).

4. Handled the manual payment

If the customer has made any manual payments outside of RPS, these must be handled in your accounting system, either as a credit on their account or as a manual refund back to the customer.