Our Open Payment Request solution allows you to easily generate a direct debit payment service for your xero invoices.
Add to Xero
When signed into xero navigate to General Settings > Payment Services
Click Add Payment Service and select Custom Payment URL
Complete the Add custom URL form with following details:
Name: Zepto Payments
Your custom URL: (copy/paste link below)
nickname with your Zepto account nickname)
Pay now text: Pay via Direct Debit
This creates a Zepto Payments service for your xero account 😄 Now let's allow your customers use it.
Display Zepto payment service on invoice viewer
To display the Pay via Direct Debit button when customers view your invoices, you need to enable Zepto payments service on the invoice template.
Navigate to General Settings > Invoice Settings
Click Options ▼ and select Edit on the Invoice template:
For the option Payment Services (Credit Card) select your newly created Zepto
That's it! 😃 When customers now view your invoice online they will see the option to Pay via Direct Debit
When the customer clicks the Pay via Direct Debit button they will be taken to your Zepto form with the invoice information pre-filled and ready to go.
To further customise your Open Zepto Payment Request form please see the help article https://help.split.cash/payment-requests/open-payment-requests under heading Customise your Payment Request page
Please note: When the customer completes this form you will be notified via email that the payment request has been initiated, the invoice in xero will remain in the Awaiting Payment status until you reconcile the cleared direct debit payment.