Can't find what
you're looking for?
GoCardless for Xero
GoCardless for Xero: QuickStart Guide
Getting set up
Managing customers
- Inviting a new customer
- Customer settings
- Matching customers in GoCardless for Xero
- Archive or Restore a customer in GoCardless for Xero
- Advanced matching customers
- Manually syncing Xero customers to your account
Collecting invoices
- Automating payment collection
- Adding a Pay Now button to invoices
- Manual invoice collection
- Instalment Schedules
- Paying an invoice by Direct Debit using the “Pay now” button
- Retrying failed payments
Reconciliation
- Reconciliation with International Payments
- How reconciliation works
- How to reconcile GoCardless payments that were not collected via GoCardless for Xero
- Reconciliation settings
- Reconciliation reports
- How to account for overpaid invoices