FiberConnect Payment plugin on Xero invoicing allows you to accept payments with FPS.
Here are 3 sections to complete the whole process:
Section 1 - Create invoice with FiberConnect as payment method on Xero
- Connect your Xero account with FiberConnect. You may refer to Setup Xero Integration with FiberConnect to activate FiberConnect payment plugin for Xero
- Go to Xero Invoice page (You may do this in your Xero account under Business > Invoices)
- Click “New Invoice” to create new Invoice transaction
- Complete required invoice details and click on “Approve” button
- After approved the invoice, FiberConnect payment service will automatically connect your Xero Invoicing account and this would allow you to accept payment via FPS
Section 2 - Complete payment transaction with FPS for Xero invoice
- By clicking on the Xero invoice link, your customer will see a "Pay now" button on top (your may customize the pay button text during your first time setup Xero Integration on FiberConnect)
- Clicking on the payment button, your customer can see FiberConnect Payment page, with dynamic FPS QR code generated for the invoice transaction
- After completing the payment transaction, Xero invoice status is automatically updated to “paid” on Xero invoice link
- You can also see the invoice transaction is updated under the “Paid” tab on Xero
Section 3 - Reconcile invoice payment with bank account on Xero
- In your connected Bank account, you can see the transaction created and the transaction paid are matched automatically
- The transaction is not yet reconciled at this moment (Account transaction status marked as “Unreconciled”)
- Click “OK” to reconciled the matched transaction (Account transaction status marked as “Reconciled”)
- The transaction is reconciled at this moment (Account transaction status marked as “Reconciled”)
