How do I set up my Xero Invoice Payment?

Xero Invoice Payment allows you to automatically embed an Airwallex checkout in your Xero invoices to collect payments. The checkout page will specify the invoice amount, invoice number and merchant name. Once paid, the funds will automatically reconcile to the invoice in Xero and a payment receipt will be emailed to the payer.

Please note this integration is currently only available to Airwallex accounts with entities based in Australia, Hong Kong, United Kingdom, and Singapore.

Please follow the steps below to setup Xero Invoice Payment

1. Log in to your Airwallex account and navigate to Connections: Select Settings → Connections.
2. Select Xero: search and select Xero tile → Invoice Payment. Click Connect to start the setup process. 
   
   Note that you must have your Airwallex online payments capabilities enabled before connecting to Xero. If this is your first time collecting payments via Airwallex, a banner will appear prompting you to submit your application prior to setting up this integration (see below).
   
   
   
   Airwallex will review your application within 5-7 days. Once your application is approved, return to the Xero Invoice Payment connections page to complete the connection.
    
3. If you are not yet logged into Xero, you will be prompted to log in with your Xero credentials.
4. Select the organisation in your Xero account that you want to connect to Airwallex. The organisation you select must be the same one you used to connect your Xero bank feed in Airwallex.
5. You will now be prompted to set Airwallex as the default payment service for your chosen branding themes. Branding themes (i.e. invoice templates) are native to your Xero account. When you set Airwallex as the default payment service for a branding theme, all invoices created with that branding theme will automatically include an Airwallex checkout page. You can update your branding theme preferences later in your Xero settings. After making your selections, click “Connect”.
6. Once the connection is successful, confirm the email address where you would like to receive real-time payment notifications from Airwallex. You can update this email address at any time in the web app by navigating to the “Account” tab, selecting “Account details”, then “Contact information”, and editing the “Business email” field.
7. (Optional) If you would like to pass card processing fees on to your payers, you can set a fixed surcharge rate to be added to all your Xero invoice payments. After you have completed the connection, you can set a surcharge rate by going to the “Payments” tab, selecting “Settings”, and clicking “Manage” in the “Surcharge rate” section.
   
   Note: The surcharge feature is only available if your business entity is based in Australia, Hong Kong, or Singapore.