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  4. Collecting invoices in GoCardless for Xero

Adding a Pay Now button to invoices

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. 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

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