Getting started with Xero invoicing

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Setting up Paystation as a payment option for Xero invoices is a quick process. This guide will walk you through the following steps in detail:

  • Add a Xero integration In Paystation
  • Sign in with Xero and grant permission for Paystation to work with Xero
  • Fill in an online Paystation form
  • Update Xero’s invoice details
  • You’re good to go!

This process should only take a few minutes to complete.

To begin, here's an overview of the data flows between Xero and Paystation.

 

  

Step 1: Getting started

After logging into Paystation, go to Xero Admin and click Add Xero integration.

You will need to accept the terms and conditions to proceed. 

Click Add Xero integration.


Step 2: Sign into Xero

You’ll be redirected to log in to Xero. 

Log in with your Xero credentials.

Step 3: Allow access

Xero will prompt you to give permission for Paystation to access your Organisation's data in order to process the payments. You have full control to revoke this access whenever you want to.

Allow access to your selected company.

You will then be directed back to the Paystation Xero Integration Settings page.

Step 4: Configure Paystation for Xero

From the Add Xero Integration page select "Finish setup" to continue the integration.

This selection will take you to the Xero Integration Settings page.

Step 5: Add payment option to Xero invoices

From the Xero Integration Settings page, you'll choose your Paystation Gateway (XERO) and your Xero payment account from the dropdowns. 

After you have connected your Xero account you will need to attach Paystation as a payment option to your invoice branding themes.

Select the Xero Branding Theme to add Paystation as a payment service option.

Click Save.

Congratulations - your invoices are now ready to accept card payments with Paystation

FAQs

How do I disconnect from Xero?

From Xero go to your Organisation Settings, and go to Connected Apps. Next to Paystation, use the Disconnect App button to disconnect.

From Paystation go to Xero Admin, and choose Edit Settings next to the organisation you wish to disconnect. The Remove button will remove your link between Paystation and Xero.

Does it cost me more to use this feature?

Using Paystation as the payment option on Xero invoices does not cost you anything additional.

Will you help me if I get stuck?

Yes of course! Please contact us if you need help.

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