Xero
Integration between Access PaySuite and Xero.
By David1 author29 articles
Set up Xero
Connect Access PaySuite to Xero and configure your set-up.
- Before you get started with XeroCheck system requirements, account limits and contract type restrictions before setting up the Xero Middleware integration.
- Xero User GuideA guide to set up your Xero Middleware with Access PaySuite.
- Link your Access PaySuite account to XeroConnect your Xero account to Access PaySuite.
- Link your Xero accountConfigure your Xero account.
- Create a clearing account for XeroSet up a clearing account for your middleware.
- Setting up two-step reconciliation for XeroConfiguring two-step authentication to reconcile Xero invoices in the Middleware.
- Configuration in XeroSummary of Configuring Xero Middleware Settings for Access PaySuite Payment Service for different scenarios.
- Link existing customers in Access PaySuite to XeroMatch Access PaySuite customers to their Xero contacts.
Manage in Xero
Add and manage customers, contracts and invoices in Xero.
- Add a customer in XeroAdding a new customer in the middleware.
- Manage Customers and Contracts in XeroAn overview of Managing Customers and Contracts in the Xero Middleware, including how to access it and its key features.
- Customers create their Direct Debit in XeroCreating a Direct Debit contract from signing up or the Pay now button.
- Edit or cancel invoices in XeroModifying or cancelling your invoices in Xero.
- Configuration in Access PaySuiteSummary of configuring Access PaySuite for different scenarios in Xero Middleware.
Invoices & payments in Xero
Manage invoice syncing, reconciliation and payment scheduling.
- Unmatched invoice detectionUnderstanding and Setting Up the Unmatched Invoice Detection Feature.
- Check payments in XeroChecking received payments or invoice payments that have been successful.
- Invoice Integration with Payments in XeroPayment status versus payment collection between Access PaySuite and Xero.
- Payment Collection and Resubmission in XeroA guide to collecting payments and attempting resubmission if the payment is missed.
- Reconcile payments between Access PaySuite and XeroUnderstanding the Reconciliation Days Field in Middleware and Resolving Payment Reconciliation Issues Between Access PaySuite and Xero.
- Apply a credit note to an invoice in XeroApplying a credit note to an invoice in Xero.
- Sales Invoice only Xero user cannot access the MiddlewareThe Xero Middleware only allows standard and adviser user roles to link customers.
Xero fixes
Resolve common Xero integration queries.
- Xero Invoice Contact Changes and Direct Debit Allocation in Access PaySuiteChanges 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…
- Connection and Server Error Fixes in XeroTroubleshooting Connection and Server Errors in Xero.
- Payments not collecting from XeroOutlines the key checks to complete when Direct Debit payments are not collecting from Xero.
- Fix payer linking issues in XeroA troubleshooting guide to identify and resolve payer linking issues that prevent Direct Debit payments from being collected in Xero.
- A Xero Contract not visible in Access PaySuiteXero contact has signed up for Direct Debit (DD) via their invoice but they can't be found in Access PaySuite.
- Xero invoice payment collected from the wrong Direct Debit contractSteps to resolve bank Account mix-up during the payment process.
- Payer has set up a Direct Debit but no payment scheduled in XeroPayer Signed Up for Direct Debit via Xero Invoice – Contract Displays Zero Amounts to Be Collected.
- Xero invoice payment not scheduled for collectionReasons your Xero invoice is not syncing with Access PaySuite.
- Invoice payment not scheduled in Access PaySuite for a newly linked Xero contactLinking a Xero contact to a Direct Debit in Xero – Invoice not scheduled in Access PaySuite or assigned to the incorrect Direct Debit.