Xero has launched a new version of the GoCardless integration as of the 7th of April 2021.
If these guides do not reflect your experience please switch to the new support guide here
Invoices sent from Xero often include a link to view and pay the invoice online. You can add this feature to invoices with GoCardless for Xero, so that customers can set up a mandate with you. They can choose to approve payments for each individual invoice, or enable future invoices to be paid automatically.
The Pay Invoice Online option is enabled on a per Branding Theme basis. When you enable the Pay Invoice Online option all invoices associated with this Branding Theme will have a Pay Now button.
Enable the Pay Now button on invoices
1. Open up the Settings section in your left menu bar by clicking the plus sign (+)
2. Open Xero Settings
3. Select Xero Payments
Please note: You will need to be logged into your Xero account for your Xero payment settings page to open.
4. Click the toggle to Pay Invoice Online for your chosen branding theme
5. Once turned on, the toggle will turn green
6. Click Save Changes before exiting the page to update this setting
What the Pay Now button will look like on a customer invoice
Notice the Pay by Direct Debit button in the top left (will say pay now if other payment services are available).
Once clicked, the customer will be directed to complete their online Direct Debit authorisation form as usual.
Please note: If the customer selects 'Not Now', this mandate will be restricted, and only the payment for that particular invoice will be automatically collected. All future payments will need the customer's authorisation.
If the customer selects ' Yes, pay future invoices automatically' the mandate will not be restricted and future payments will be collected when scheduled.