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Add Payment Services


Nobody likes to get paid late. Chasing after customers for payments can feel awkward and takes time that you could be spending on other things. Plus, late payments have a negative impact on your cash flow.

Getting paid on time and maintaining a healthy cash flow is how a business survives. After all it takes money to keep the doors open, employees paid and the lights on. According to a recent survey*, 62% of small businesses don't think they could survive more than three months if their outstanding invoices were left unpaid.

Payment Services

The easier the payment method is the quicker your customers are most likely to pay you. Bringing a great experience to your customers from beginning to end should be a high priority for every business. A difficult or technical payment process will only encourage those who owe you to put it off for longer. So if their preference is to use Stripe or PayPal, then why not let them!

Adding payment services directly to your Xero online invoices gives your customers more ways to pay you. Xero data shows that customers with a 'Pay Now' button to take credit card payment with Stripe or via PayPal can get paid up to twice as fast as invoices without a payment option.

If you don't have a payment service you can easily add one in your Xero account. To learn more about setting up a payment service in Xero, visit our Help Centre.

Once you've signed up with one of the supported payment services, your customers will be able to pay immediately when they receive an online invoice – they simply click the Pay Now button, enter their credit card details and voila – invoice paid. And don't forget to follow up outstanding invoices with automatic invoice payment reminders.

Make it easy for your customers to pay you. It's a win win! Your customers are more likely to have a great buying experience from start to finish and you get to see your money sooner.

To select a payment service, click on Settings>General Settings>Invoice Settings>Payment Services


Select the Payment Service of your choice:

Fill out your details and Connect to the Payment Service – you will be able to create an account with the payment service during the authentication process.

For more information, contact our friendly Xero experts on (03) 5833 3000.

Changes to Xero Super Fund Details


View the MLC fact sheet here

As some of you may be aware, a few of our clients on Xero have recently had their super batches fail. The reason for this is that on July 22, 2017 MLC have changed the USI and Fund name on many of their products. A full list of transitioning funds is attached. To see which employees this affects you can run a Superannuation Accruals Report which is under the Reports tab>Payroll.

Once the affected employees have been identified, you will need to do the following:

  1. Add the new Super Fund under the Settings tab>Payroll Settings>Superannuation>Add Superannuation Fund
  2. Go to each affected employee under the Payroll Tab>Employees>select the employee>Employment>then click on the existing superfund and then select the new fund from the drop down menu so that it replaces the new fund over the top of the old fund>OK>Save.

  3. Once this is done for all affected employees, you will be able to redo the super batch for payment. 



There is also an update to the Super stream system that needs to be done by August 28 for all those clients that have Auto super set up in Xero. This update will make it easier to manage, track and pay super contributions. To do this update:

  1. Payroll Tab>Superannuation>Update Registration>Get Started>

  2. Ensure all details are correct on each section, then you will need to view each PDF and then tick the box to accept the terms and conditions.

  3. Register. The authorised person will then receive an email to certify that registration is complete.


Xero Tip 13/06/2017

Did you know you can copy one or more invoices to a new invoice?

  1. In the Accounts menu, select Sales.
  2. Under Invoices, click the status panel of the invoice(s) you want. You can't copy from the list of all invoices.
  3. Select the checkbox of the invoice(s) you want then:

·         If reminders are off, click Copy to.


·         If reminders are on, click More, then select Copy to.

  1. Select Invoice and enter the name of the contact you're creating it for.
  2. Click Copy or Copy & merge.
  3. Review the invoice and update the details if needed.
  4. Save the invoice or send it to the customer.

Xero Tip 31/05/2017

Did you know you can send automatic invoice reminders to your customers?


Before you start

 For invoice reminders to work, you'll need:  The Adviser or Standard user role

 A current email address in your Xero contacts for each customer you want to receive reminders

 To mark as sent, any invoices you want reminders for

Turn on your invoice reminders

  1. In the Accounts menu, select Sales.
  2. Click the Awaiting Payment panel.
  3. By the clock icon , click Invoice reminders off.
  4. Select the Email customers when an invoice is checkbox.

     If you save now, Xero's default reminders will be sent for all invoices you've marked as sent.
  5. (Optional) Edit or delete the default reminders, or add your own.
  6. (Optional) Select the Include a link to the invoice PDF checkbox to include PDF invoice links in all reminders.
  7. (Optional) Select the Don't send reminders for amounts owing on an invoice under checkbox, then enter an amount.

     If you choose to include PDF links or not, send reminders for smaller amounts, your settings are applied to all reminders.
  8. Click Save. The clock icon shows that reminders are on for your organisation. They'll be sent for all invoices that are marked as sent.