Xero Online Invoicing

Each Pin Payments account includes a Xero add-on that enables you to offer customers the option of paying Xero invoices using their credit card online.

After configuring the Pin Payments add-on to work with your Xero account, each invoice that you send to a customer will include a Pay Now button. If your customer opts to use this method to pay the invoice, a transaction will be processed via your Pin Payments account, the invoice in Xero marked as being paid and funds settled to your bank account just like any other transaction in your Pin Payments account.

Activate Pin Payments with Xero

1: Log in to your Pin Payments account and navigate to Account > Xero.

2: Follow the on-screen instructions to connect your Xero account to your Pin Payments account. You will be prompted to select four Xero accounts:

• Invoice payments and refunds - this is the account that payments and refunds for invoices are made to.

• Payment processing fees - this is an expense account to record your payment processing fees.

• Fee reimbursements - this account is used to record fee reimbursements if you choose to pass on processing fees to your customers.

• Credit notes - this account is used to record credit notes for payment reversals such as refunds or disputes.

3: All Xero invoices will now include a Pay Now button.