Reconnecting your account to GoCardless for Xero
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Login to the GoCardless Dashboard
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Click on GoCardless for Xero (bottom of the menu on the left) *If you don't see the menu option, go straight to step 3.
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You'll be redirected to the GoCardless for Xero setup page. Check if you are logged into GoCardless (It will say login at the bottom of the page if you are not).
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If you are not logged in, go through the login steps.
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If you are logged in click 'Connect to GoCardless for Xero'
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- Select 'Connect to Xero'. If you’re not already logged into your Xero account, you’ll be asked to do so here. If you have more than one account (e.g. as an accountant, have old accounts etc) there will be a drop down of available Xero accounts available. You will have an opportunity on the next page to review the account you are signing up with. If the Xero account you want to select is greyed out, login to Xero in a different tab and remove GoCardless as a Connected App.
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Continue through the connection flow until you see your GoCardless for Xero Dashboard.
Data Syncing & Invoice Collection
Customer Data
You can ensure all customer and invoice data is up to date using the following steps:
- Go to GoCardless for Xero Customers and click Sync Status (top right)
- Wait a few minutes, then go to GoCardless for Xero Invoices and click Sync Status
- Any missing invoices should appear shortly
Invoice Data
You can collect any overdue or urgent invoices using the following steps:
- Select the invoices by ticking the checkboxes
- Click Bulk Actions (top right)
- Choose Collect Now or Collect on Due Date