ENABLE PAYGENIUS ON XERO
The purpose of this manual is to explain how to add a payment button on your Xero invoices that will redirect you to your PayGenius payment page.
1. ADD PAYGENIUS AT YOUR PAYMENT SETTINGS
1.1 Go on your Xero account and select Settings
1.2 Select Payment services
1.3 You will be redirected to Payment Services page. Then you have to select Custom Payment URL
1.4 The Edit Custom URL will appear, as below :
1.5 Now you have to change your custom URL :
Replace yourcompanyname with the one you can find on your payment page on your PayGenius account.
For example, here it becomes:
1.6 Finally you have added PayGenius payment page in your payment settings.
2. INVOICE SETTINGS
2.1 In Settings, select Invoice Settings
2.2 Select Options, Edit:
2.3 Enter the name of your Theme. If you are willing to transact in different currencies, please note that you have to create a theme/currency.
2.4 For transactions in multiple currency you will need to create one Payment Service per currency, for instance: PayGenius ZAR, PayGenius EUR… Then you will need to create one Invoice Theme per currency: on the Invoice Theme, select the Payment Services with the appropriate currency.
You have now created your PayGenius Payment button on Xero.
3. HOW IT LOOKS LIKE ON CLIENT’S SIDE ?
By clicking on “Pay by card in EUR”, you will be redirected to the PayGenius payment page: