--- title: Setting up payment button in Xero description: How to link your Customer Portal to the Pay Button in Xero --- [Skip to content](https://kb.clouddepot.com/knowledge/linking-to-the-pay-button-in-xero#main-content) English Show submenu for translations ![CoudDepot\_LOGO\_RGB.png\]](https://kb.clouddepot.com/hs-fs/hubfs/CoudDepot_LOGO_RGB.png?height=40&name=CoudDepot_LOGO_RGB.png) - [Read Our Blog](https://blog.clouddepot.com/) Open main navigation Close main navigation - [Read Our Blog](https://blog.clouddepot.com/) - English Show submenu for translations - [Go to clouddepot.com](https://www.clouddepot.com/) [Go to clouddepot.com](https://www.clouddepot.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Cloud Depot Knowledge Base](https://kb.clouddepot.com/knowledge?hsLang=en) 2. [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en) 3. [Customer Portal](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customer-portal) # Setting up payment button in Xero ## You can configure the "Pay Now" button on your Xero invoices (and the link in Xero emails) to redirect customers directly to your Payment Portal. Please be aware that Xero is currently updating the payment links within the platform, so these instructions may be slightly outdated. For the most current instructions, please refer to the KB article linked below. [https://central.xero.com/s/article/Custom-URL](https://central.xero.com/s/article/Custom-URL) **This allows your customers to pay using the payment methods you have configured in Cloud Depot (such as Credit Card, Direct Debit, or Instant Bank Pay) while keeping the accounting automatic.** ### Step 1: Get your Custom URL from Cloud Depot First, you need to grab the unique link for your portal. 1. Log in to Cloud Depot. 2. Navigate to **Recurring Payments** -\> **Configuration**. 3. Select the **Customer Portal** tab. 4. Click the sub-tab labelled **Xero Payment Details**. 5. Copy the long web address listed under **"Your Custom URL"**. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Aug-30-2023-10-25-41-2957-PM.png?width=396&height=157&name=image-png-Aug-30-2023-10-25-41-2957-PM.png) ### Step 2: Create the Payment Service in Xero Next, we tell Xero that this URL exists. 1. Log in to Xero. 2. Click your **Organization Name** (top left) and select **Settings**. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Jan-21-2026-07-52-29-0892-PM.png?width=211&height=215&name=image-png-Jan-21-2026-07-52-29-0892-PM.png) 3. Under Sales heading click **Online payments ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Jan-21-2026-07-53-39-6832-PM.png?width=349&height=129&name=image-png-Jan-21-2026-07-53-39-6832-PM.png)** 4. Click the **"Payment Services"** button 5. Click **Add a new service** ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Jan-21-2026-07-54-36-1715-PM.png?width=470&height=92&name=image-png-Jan-21-2026-07-54-36-1715-PM.png) 6. At the bottom of the page is a a option to add another online payment option. Click that ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Jan-21-2026-07-55-16-5213-PM.png?width=523&height=194&name=image-png-Jan-21-2026-07-55-16-5213-PM.png) 7. Fill in the details: ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Jan-21-2026-08-09-44-3353-PM.png?width=213&height=142&name=image-png-Jan-21-2026-08-09-44-3353-PM.png) - **Account Name:** `name of your payment page` (payments.example.com). - **Your custom URL:** Paste the link you copied in Phase 1. - **Pay now button text:** `Pay Online` (Or similar text. This is the text your customers will click). 8. Click **Save**. ### Step 3: Connect it to your Invoice Templates Finally, you must switch this service "On" for the invoice templates you send to customers. 1. In Xero Settings, go to **Invoice Settings**. **![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Jan-21-2026-07-52-29-0892-PM.png?width=156&height=159&name=image-png-Jan-21-2026-07-52-29-0892-PM.png)** **![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Jan-21-2026-07-56-08-4009-PM.png?width=407&height=103&name=image-png-Jan-21-2026-07-56-08-4009-PM.png)** 2. Find the Branding Theme (template) you use for customers (e.g., "Standard"). 3. Click **Options** -\> **Edit**. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Jan-21-2026-07-56-59-2019-PM.png?width=449&height=198&name=image-png-Jan-21-2026-07-56-59-2019-PM.png) 4. Find the **Payment Services** section (usually under "Payment Services - Credit Card"). 5. Select **you payment gateway** (name you choose in step 2) from the dropdown list. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Jan-21-2026-07-59-04-9186-PM.png?width=203&height=230&name=image-png-Jan-21-2026-07-59-04-9186-PM.png) 6. Click **Save**. **Done!** Your Xero invoices will now feature a "Pay Online" button that directs customers to your branded Cloud Depot portal. Note: If other payment services are listed in the other dropdowns you can delete them from the dropdown and that will remove them.       - [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#getting-started) - [Setup](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#setup) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#troubleshooting) - [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#getting-started) - [Customers & Invoices](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customers-invoices) - [Payment Rules & Auto Pay](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-rules-auto-pay) - [Customer Portal](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customer-portal) - [Surcharges](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#surcharges) - [Payment Gateways](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-gateways) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#troubleshooting) - [Product - HostedPay](https://kb.clouddepot.com/knowledge/product-hostedpay?hsLang=en) - [Integrations](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#main-content) - [Xero](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#xero) - [Autotask](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#autotask) - [HaloPSA](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#halopsa) - [Support, security & updates](https://kb.clouddepot.com/knowledge/support-security-updates?hsLang=en) - [Billing and Accounting](https://kb.clouddepot.com/knowledge/billing-and-accounting?hsLang=en) - [Setting up Cloud Depot](https://kb.clouddepot.com/knowledge/setting-up-cloud-depot?hsLang=en) - [Cloud Depot Status and Contacting Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#main-content) - [View Service Status](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#view-service-status) - [Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#support) - [Sync Customization Documentation](https://kb.clouddepot.com/knowledge/sync-customization-documentation?hsLang=en) - [Read Our Blog](https://blog.clouddepot.com/) # Cloud Depot Cloud Depot Help Center Copyright © 2026, Cloud Depot