Manage Customers
The Xero Middleware supports two methods for managing customers: when a customer record exists in Access PaySuite and when it doesn't.
A customer record doesn’t exist in Access PaySuite
Xero will allow you to create invoicing templates which include a pay-link to the Middleware. After following the link to the Middleware, a customer will be able to create an account within the Middleware itself.
At this stage, the customer will be able to sign up by Direct Debit, view their payment status and update their bank details. Future invoices raised for the customer in Xero will automatically propagate to the Middleware providing they have been created on a correctly branded invoicing template that has been enabled for Direct Debit.
A customer record does exist in Access PaySuite
The administration interface within the Middleware can suggest a “best match” between customer records in Xero and Access PaySuite. If no ad-hoc contract currently exists for the user in Access PaySuite, one will be created to carry the Xero invoicing payments. Providing any new invoices raised are on a correctly branded invoicing template that has been enabled for Direct Debit, the payments will automatically propagate into Access PaySuite.
Manage Contracts
Manage Contracts is a section within the Xero Middleware used to manage the links between your Xero contacts and Direct Debit contracts in Access PaySuite. It contains two sub-sections: Import and My Contracts.
Get started
Log in to the Middleware.
Select Manage Contracts from the navigation menu.
Import
Import displays your Xero contacts and their current link status. Each contact's status determines which actions are available. Contacts that are already linked show Contract Exists with the linked contract reference displayed alongside.
Use the Search field to find a contact by name then select Company or Customer from the Search By dropdown and click the green Filter button.
Available actions
View Suggested Links – Displayed when the Middleware has identified a potential match. Use this to review the suggested contract before confirming the link.
Link x Suggested Contracts – Links all contacts with a suggested match in a single action. The number shown in the button reflects how many suggested matches have been found.
Choose From List – Displayed where no suggested match exists. Opens a list of all Access PaySuite customers for manual search and selection.
View/Unlink – Displayed where a link already exists. Shows the Eazy Collect Customer Name and Eazy Collect Email for the linked Access PaySuite record, so you can confirm the correct contract is linked. Use Unlink to remove an incorrect link.
My Contracts
My Contracts shows the Direct Debit agreements set up to pay another organisation, with all outgoing mandates and their current status in one place.