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Xero Integration

Please contact GreenPay Support before enabling the Xero integration so it can be configured.

To add GreenPay as an invoice payment option for Xero Invoices the following steps should be taken within your Xero account:

  1. Click on Settings and then General Settings

  2. Click on Invoice Settings

  3. Click the Payment Services button, and then click Add Payment Service, and then choose Custom Payment URL

  4. Name the service GreenPay, and set the service URL to the following, replacing username with your GreenPay Gateway merchant username (will be "green-company name"): https://paynow.pmnts.io/invoice/username/[INVOICENUMBER]/[CURRENCY]/[AMOUNTDUE]

  5. Change the button wording to "Pay with GreenPay"

  6. Click Save

  7. Go back to the Invoice Settings area, and click the Options button for the invoice template you wish to use this service for, and choose Edit

  8. In the Payment Services drop down select the new GreenPay service you have created, and then click Save

Once this is completed invoices which are sent via Xero will include a link to view the invoice online - the page hosting the invoice will also include a link to pay the invoice, which will redirect to GreenPay hosted payment page.

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