How to link your Customer Portal to the Pay Button in Xero
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be aware that Xero is currently updating the payment links within the platform, so these instructions may be slightly outdated.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.
1. Navigate to the Xero Payment Details tab inside the Customer Portal
Recurring Payments -> Configuration -> Customer Portal -> Xero Payment Details Tab
2. Copy the details for the Xero Pay Online URL into notepad
3. Log into Xero. Click on your company name in the top left corner, then select Settings.
3. Select Payment Services
4. Select Add new payment service -> then scroll to the bottom of the page and find (in small text) add another online payment option.
5. Fill in the Custom Payment URL details
Account name : Enter the name of your subdomain or a descriptive identifier to easily recognise it when managing your templates.
Your custom URL: Paste the URL you copied in step 2 above.
Pay now button text: Enter “Pay Online Now” or a similar action-oriented label.
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6. Navigate to Invoice Settings within Xero and setup your templates
Within Xero, go to the invoice settings page and, for each template where you want the payment button enabled, select Payment Services (Credit Card) as the option—even if you also accept direct debit/ACH. If PayPal or Bank Services are listed, remove them so those fields remain empty.
