SOFTWARE + PAYMENTS
Xero payment integration
Payment integration review for Xero: customer invoices, partial payments, and settlement records.
About the integration
Xero brings invoicing, bank reconciliation, and financial records into one cloud accounting environment. PayPact helps businesses review a payment connection around their customer invoices, with particular attention to how receipts, fees, and deposits reach the books.
Supported products
- Xero
Features
Invoice-to-payment handoff+
Build the payment step around the invoice your team already issues, with the customer reference carried through the agreed workflow.
A clearer reconciliation process+
Confirm how payments, processing fees, and bank deposits will be matched before changing the collection process.
Accountant-friendly implementation+
Include your bookkeeper in the setup so payment records follow the accounts and reporting practices the business uses.
How it works with PayPact
Start with customer invoices, partial payments, and settlement records. PayPact works with your team to confirm the supported payment connection, the identifiers it uses, and the records it updates. Before launch, we walk through a real example and agree where staff handle receipts, exceptions, and refunds. Software functions outside that agreed payment flow remain in Xero.
Requirements
What you’ll need+
- An active Xero environment and an administrator who can confirm the product, access permissions, and deployment.
- A sample workflow covering customer invoices, partial payments, and settlement records, with sensitive customer and payment details removed.
- An approved merchant account and a confirmed gateway, processing platform, and connection scope. Any required provider permissions must be in place.
Setup
Walk through the collection process+
Show us how your team handles customer invoices, partial payments, and settlement records. We identify the collection point and the records that must stay aligned.
Confirm the connection and responsibilities+
Validate the available path for your Xero environment. Agree the payment methods, access requirements, costs, and responsibility for each setup step.
Test with the people who use it+
Run the agreed payment, receipt, and correction scenarios with your staff. Confirm which records update automatically and which need a manual step before launch.
FAQs
Does a payment automatically reconcile the bank feed?+
Not necessarily. Recording an invoice payment and reconciling a bank deposit are different steps. We confirm which actions the selected connection performs and which remain with your accounting team.
Which payment methods can we use with Xero?+
We confirm methods for the specific connection and merchant account. Card, ACH, wallet, stored-payment, and in-person options are not assumed to be available together.
What determines the cost and setup timeline?+
Your Xero configuration, transaction needs, and any required connector or hardware determine the scope. PayPact reviews processing and additional costs before you commit to implementation.
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CONFIRM YOUR CONFIGURATION
Let's review how Xero fits.
Bring us the software version, current payment setup, and the workflow you want to improve. We will help identify the most practical supported path.
Find your fit