Access PaySuite

David Botschinsky

Connect your set-up with other platforms outside of Access.

Integrations

Integration between Access PaySuite and Xero.

Xero

Check system requirements, account limits and contract type restrictions before setting up the Xero Middleware integration.

Before you get started with Xero

A guide to set up your Xero Middleware with Access PaySuite.

Xero User Guide

Connect your Xero account to Access PaySuite.

Link your Access PaySuite account to Xero

Link your Xero account

Set up a clearing account for your middleware.

Create a clearing account for Xero

Configuring two-step authentication to reconcile Xero invoices in the Middleware.

Setting up two-step reconciliation for Xero

Summary of Configuring Xero Middleware Settings for Access PaySuite Payment Service for different scenarios.

Configuration in Xero

Match Access PaySuite customers to their Xero contacts.

Link existing customers in Access PaySuite  to Xero

Connect Access PaySuite to Xero and configure your set-up.

Set up Xero

Add a customer in Xero

An overview of Managing Customers and Contracts in the Xero Middleware, including how to access it and its key features.

Manage Customers and Contracts in Xero

Creating a Direct Debit contract from signing up or the Pay now button.

Customers create their Direct Debit in Xero

Modifying or cancelling your invoices in Xero.

Edit or cancel invoices in Xero

Summary of configuring Access PaySuite for different scenarios in Xero Middleware.

Configuration in Access PaySuite

Add and manage customers, contracts and invoices in Xero.

Manage in Xero

Understanding and Setting Up the Unmatched Invoice Detection Feature.

Unmatched invoice detection

Checking received payments or invoice payments that have been successful.

Check payments in Xero

Payment status versus payment collection between Access PaySuite and Xero.

Invoice Integration with Payments in Xero

A guide to collecting payments and attempting resubmission if the payment is missed.

Payment Collection and Resubmission in Xero

Understanding the Reconciliation Days Field in Middleware and Resolving Payment Reconciliation Issues Between Access PaySuite and Xero.

Reconcile payments between Access PaySuite and Xero

Applying a credit note to an invoice in Xero.

Apply a credit note to an invoice in Xero

The Xero Middleware only allows standard and adviser user roles to link customers.

Sales Invoice only Xero user cannot access the Middleware

Manage invoice syncing, reconciliation and payment scheduling.

Invoices & payments in Xero

Changes to invoice contacts in Xero can affect how Direct Debit payments are allocated in Access PaySuite. Follow the correct process to ensure payments are matched accurately to the right…

Xero Invoice Contact Changes and Direct Debit Allocation in Access PaySuite

Troubleshooting Connection and Server Errors in Xero.

Connection and Server Error Fixes in Xero

Outlines the key checks to complete when Direct Debit payments are not collecting from Xero.

Payments not collecting from Xero

A troubleshooting guide to identify and resolve payer linking issues that prevent Direct Debit payments from being collected in Xero.

Fix payer linking issues in Xero

Xero contact has signed up for Direct Debit (DD) via their invoice but they can't be found in Access PaySuite.

A Xero Contract not visible in Access PaySuite

Steps to resolve bank Account mix-up during the payment process.

Xero invoice payment collected from the wrong Direct Debit contract

Payer Signed Up for Direct Debit via Xero Invoice – Contract Displays Zero Amounts to Be Collected.

Payer has set up a Direct Debit but no payment scheduled in Xero

Reasons your Xero invoice is not syncing with Access PaySuite.

Xero invoice payment not scheduled for collection

Linking a Xero contact to a Direct Debit in Xero – Invoice not scheduled in Access PaySuite or assigned to the incorrect Direct Debit.

Invoice payment not scheduled in Access PaySuite for a newly linked Xero contact

Xero fixes

📃 Privacy Policy

Useful Links

Payment Solutions

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