Automating payment collection
You're able to automate the collection of invoices for all or a selected group of your customers through GoCardless for Xero. Here's how to set this up.
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Automate payment collection for all customers
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Automate payment collection for a select group
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Disable a single customer from automatic payments
1. Automate payment collection for all customers
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Open up the Settings section in your left menu bar by clicking the plus sign (+)
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Open Xero Settings
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Select Xero Automation
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Click the checkbox in the Automating Payments section to enable the feature
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Then click Save Changes
2. Automate payment collection for a select group
The ability to automate payment collection for a selected group of customers or invoices utilises Xero's branding theme feature. Branding themes can be set up within Xero via the Invoice settings section. This is accessed from the top menu bar in Xero via Settings > General Settings > Invoice Settings (Features).
You can then select which branding theme to assign a customer to when creating them as a contact in Xero. This is actioned in the Invoice Theme setting within the Financial Details section of the Add Contact page.
To automate payment collection for a specific branding theme in GoCardless for Xero:
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Open up the Settings section in your left menu bar by clicking the plus sign (+)
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Open Xero Settings
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Select Xero Payments
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Toggle Automated Payments on or off for your branding themes as required
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Then Save Changes
You can also turn off automatic payment collection for individual customers. To do this, go to the Customers page and click on the Actions tab next to a customer name. Then simply toggle automated payments off as desired.
Please note: If automated payments are off at a global level, this will override the individual setting.
3. Disable a single customer from automatic payments
There may be a few individual customers that you do not want automatic payments turned on for. You are able to turn of this setting for specific customers from the GoCardless for Xero dashboard.
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Click the Customers tab in your left menu bar
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Find the customer that you'd like to disable automatic payments for and click the actions button on the right hand side
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Toggle the slider so automatic payments is deactivated