Configure Xero Middleware settings for Access PaySuite Payment Service
Select the Access PaySuite Payment Service for individual invoices.
When configuring your Xero Middleware settings, you're required to add Access PaySuite as a Payment Service as part of the set up.
You won't need to select this with each individual invoice you raise, including reoccurring invoices, unless you would like to include the Custom Payment URL as part of the invoice.
The Custom Payment URL is what links your customer to the online sign-up page in the Middleware, which on completion automatically sets up the Direct Debit within Access PaySuite and auto-link the contract in the Middleware.
Payment not updated in Access PaySuite after invoice update in Xero
A credit note has been applied to an invoice in Xero but payment amount has not been updated in Access PaySuite.
In order for Xero invoice updates to pull through to payments, you must have this setting enabled in the Middleware. To enable this:
Log into the Middleware.
Navigate to Configure Xero.
Tick the box against Enable invoice updates?.
Click Save.
Once enabled, updates to amounts and due dates on invoices will be sent to Access PaySuite. If the update, passes validation then the amount/due date on the corresponding payment will be updated in the middleware and Access PaySuite.
Xero represent and collecting failed payments
When an invoice fails the first collection and the represented collection, this is marked as a failed payment. To view this:
Login into Middleware.
Click CHECK PAYMENTS.
From the dropdown select Organisation Payments.
Click on FAILED tab.
Once an invoice is returned unpaid on both collections, you need to raise a new invoice in Xero and retry the collection.
If you would like Access Paysuite to automatically retry an unpaid invoice, we can configure represents for your account. Please reach out to our support team and request to speak to an agent.
Invoice disbursal showing within incorrect account in Xero
When the Direct Debit funds from invoices are showing in the wrong account in Xero, you will need to check and amend the bank account that payments are made to in Xero:
Login to the Access PaySuite Xero Middleware.
From the top menu, click the Configure Xero tab.
Under Select an account for payments to be made to in Xero, select your required account from the drop down menu.
Any future payments will now be made to your selected account.
Not processing a payer's invoices via Direct Debit in Xero
It is possible to flag some invoices to not be collected by Direct Debit.
In the Middleware under Configure Xero, it's possible to tick your Branding Themes to be collected by Direct Debit.
Any invoices you create in Xero that don't have one of the ticked branding themes will not automatically be collected by Direct Debit.