A deposit recorded in Puree and a payment recorded in Xero serve different purposes. Puree tracks the receipt against the quote; Xero holds the accounting entry and reconciliation. Recording one is not proof that the other has been entered or allocated.
Record the receipt in Puree
Set the deposit requirement on the quote. If the customer pays outside Puree, open the saved quote and choose Actions → Add deposit received, then enter the amount and receipt date.
The receipt appears on the Puree quote. It does not move money, create a separate deposit invoice, or post a payment or prepayment to Xero. The sales total remains the value of the order, with receipts shown separately.
For Stripe collection and the full Puree workflow, see Managing Deposits.
Keep the linked invoice separate from payment recording
Linking a quote to Xero creates or connects its invoice. With an active connection, auto-sync enabled and an existing invoice link, saving quote changes can queue an invoice update. This is invoice synchronisation, not deposit reconciliation.
Review the invoice and sync status. Payments or invoice restrictions can prevent an update; a successful save in Puree does not establish that Xero accepted the change. See Connecting with Xero.
Use the deposit report for the question it answers
Open Settings → Deposits held to see the Customer deposits report. It offers Upcoming, Previous and Deposits outstanding views, filters, and PDF/CSV exports.
The date filters refer to the order/event date, not receipt date. The balance column is quote total minus deposits recorded in Puree. The outstanding-deposit filter compares recorded receipts with the deposit requirement.
This is an operational view of Puree records. It is not a Xero liability ledger, a reconciled bank balance or a historical report of unallocated payments at a selected date. The developer API exposes order-level deposit receipts, not those accounting conclusions.
Decide accounting treatment with your bookkeeper
Use the bookkeeping workflow agreed for your business to record and reconcile the receipt in Xero. Puree does not automatically create and later void a separate deposit invoice or allocate a prepayment.
Earlier guidance described a duplicate-invoice, prepayment and voiding sequence as a general workflow. That should not be treated as a required or universally applicable Puree process. Before changing accounting transactions, confirm the appropriate treatment for the actual payment with your bookkeeper.