Watch the video below or scroll further down for step-by-step instructions.
Step 1: Access Xero’s Payment Services Settings
Log in to your Xero account.
Navigate to the Business tab in the top navigation menu.
Select Online Payments from the dropdown.
In the Manage Payment Services ensure "Pebl Pay" is turned on (this will only be visible once you've connected your Xero account in the Pebl app).
Step 2: Manage Connected Services
Under the Manage Connected Services section, ensure Pebl is enabled for your Standard invoice branding theme (or the theme you are using for outgoing invoices).
Step 3: Save and Test the Integration
Save your settings.
Test the integration by sending a test invoice to yourself or a team member.
Ensure the Pebl payment link is visible and functional on the invoice.
Benefits of Integrating Pebl with Xero
Seamless Reconciliation: All Pebl transactions are automatically matched with corresponding invoices in Xero.
Enhanced Payment Options: Offer customers multiple ways to pay, including Tap to Pay, SMS payment links, and online payments - with all payments visible in your Pebl app/dashboard.
Improved Cash Flow: Receive payments faster by streamlining the payment process.
If you encounter any issues during the setup, contact Pebl support or refer to Xero’s help center for additional guidance.
By integrating Pebl into your Xero account, you’re enhancing the payment experience for your customers and simplifying financial management for your business.