What is Xero? 

Xero is a cloud-based accounting software product that lets small-business owners manage their finances from anywhere

Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps. 

How to integrate your Xero platform with your PayTabs profile? 

By following the below steps, you will integrate your system in no time, without even having a technical background.

Installing the Plugin

  1. Log in to your merchant dashboard. 
  2. Navigate to the Developers menu.
  3. Go to Xero under the “PRE-BUILT INTEGRATIONS” section. 
  4. Click on the link “click here” as shown in the picture below. 

  5. By clicking on "Allow access", you will be navigated back to Your Paytabs Dashboard, with a connected profile

  6. At this point, the plugin will be installed successfully, and you will be redirected back to your PayTabs dashboard where you can now choose the payment account to which you want the PayTabs transaction assigned as shown below: 

  7. The next mandatory step will be to activate your plugin.

If you didn't find the account you want to use for PayTabs transactions in the above list, this means that this account has not enabled payments.
To enable payment in this account navigate to the Accounting menu › Advanced accounting › Chart of accounts then select the account from the account data table then check the field "Enable payments to this account" as shwon below:

Activating the Plugin

By following the below activation steps, you will activate the PayTabs plugin in no time and without even needing a technical background:

Via PayTabs Dashboard

  1. Log in to your merchant dashboard. 
  2. Navigate to the Developers menu.
  3. Go to Xero under the “PRE-BUILT INTEGRATIONS” section. 

  4. Click on "Payment Services"
  5. You will be redirected to the Payment services page on Xero, On "Available Payment Services" click on "Add Other" then choose "Custom Payment URL"
  6. You will be asked to fill in the following inputs...
    6.1. Customized account name
    6.2. the link can be found on the Paytabs dashboard in the following figure 
    6.3. Customized bottom text

    Copy the URL from Paytabs Dashboard.
    And Past it on input(2) 

Note that:
The same page can be found by navigating to: 
My Xero Menu (top left with the down arrow) ->> Settings ->> Payment services

And here you are, finished installing PayTabs Plugin for Xero, and you can run on the ground with your business. 

Testing the Invoices

  1. From Your Xero Dashboard, navigate to Business ->> Invoices
  2. To create a new invoice click "New Invoice"
  3. Fill the needed inputs
  4. Select the Online Payments
    Then Make sure to choose the Paytabs (name may differ as input on activation step "6.1")
  5. Make sure to select a currency that is accepted in your Paytabs merchant profile, before "Approve & email"
    This will show up a sending email form as follows 

From The customer's side, he/she will receive the invoice email

  1. By clicking on the "Pay Now" button on email... 
  2. The Invoice Page would be opened.
    The customer would click on "Pay Securely Online(button text can be customized as mentioned earlier on (6.3))
  3. The Customer would be redirected to Paytabs Payment Page to fill in the card details

  4. Once Payment is Done with an authorized Transaction, the invoice would be Paid