By role

For bookkeepers and finance

Payments that arrive in the books already matched.

  • Xero: every payment posts as a paid invoice into the account you choose, with a backfill for history
  • Sage Accounting: every payment posts as a receipt
  • QuickBooks Online: every payment posts as a sales receipt
  • Payout reconciliation line by line, with fees and net amounts shown
  • CSV exports of everything, with payer names and references

The difference at month end

The lump sums on the bank statement reconcile against invoices that already exist, rather than against a spreadsheet someone at the practice rebuilt from memory.

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