This article will show you how to set up Payapps to integrate with Xero so that when you submit a claim, it will automatically generate an invoice in Xero.
Setting up Integration
Step 1 - Click on the 'Hello, <name>' option at the top right. Choose 'My Account'
Step 2 - Select the Add-Ons tab to bring up your integration options. Select Xero.
Step 3 - You will be redirected to a login screen where you can enter your Xero login details
Step 4 - Xero will send you a code to complete two factor authentication. Enter the code once it is received.
Step 5 - Payapps will request permission to access your Xero data so that it can integrate with it. Select 'Allow Access' to proceed.
Step 6 - Now you will be redirected back to the Payapps Add-Ons page. Turn on 'Enable Accounts Receivable'.
Step 7 - Nominate your Xero Settings:
Generate Invoices on claim - this generates the invoice upon submission of the claim
Generates invoice on approval - this generates the invoice upon the approval of the claim.
Credit Term - How many days from the invoices creation is the due date for payment
Invoice Status - What status is assigned to the invoice when it's generated in Xero
Revenue Account - What account do you want to be used in Xero
Retention Account - If you have a separate retention account, select this here. Or choose the same option as the Revenue account.
Step 8 - Select 'Save Xero Settings' at the bottom right.
Job done
Once you have successfully set up your Xero integration, learn how to use this integration when submitting claims here:
Have further questions? Contact us in support via the chat or email support@payapps.com