To create payments using Xero, follow the steps as listed below:
- Login to the platform.
- Select Create Payment in the left hand menu.
- Select Supplier Invoices.
- Select Xero.
- Select which bills you would like to pay. After you have chosen the bills you want to pay, our system checks that we have all the required Payee data in our system. If Payee details are missing, then the Xero integration allows you to synchronise Xero Contact data with Payee records in Yak Pay. If the missing details are not found in Xero, then we will ask you to fill in the missing details on screen.
- Proceed to selecting your payment method, then Authorise and Process the payment(s).
Note: After payments are processed, your Xero Bills will be automatically updated. The payment charged to your credit card will be applied to each Bill and the Bill will move to the Paid status in Xero. In addition, our integration will automatically create a Xero Bill for our processing fees. This Bill will also be in the Paid status.
If you need any further assistance or have any questions, please email us or schedule a call by Clicking Here.