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Xero

Xero is popular with small business owners and their accountants especially in Australia, New Zealand and the UK. It's designed for people who want clean, no-fuss bookkeeping without needing an accounting degree. Core use cases are invoicing, bank reconciliation and day-to-day financial admin.

Features

  • Authenticate via OAuth
  • Retrieve invoice data via API
  • Your customer is redirected to the payment page after clicking the link on the invoice
  • Your customer is redirected to the payment page after clicking the link in the mail send with the invoice.

Connecting your account to Pay In BTC

In step 2 of the activation procedure you need to connect Xero to Pay In BTC. This is done in the following setps:

  1. Click the Connect button
  2. You'll be redirected to the Xero login page — log in if you aren't already
  3. Approve the access request when prompted
  4. You'll be sent back to payinbtc.me automatically — your account is now connected

Xero is a flexibel product. It's possible to add the payinbtc.me payment link in several ways to the invoice:

  • in the payment terms
  • as an online payment method
  • in a custom invoice template

The first option only contains the link to our solution, so your customer needs to enter the invoice number before data is retrieved. The other 2 options utilize our full service by entering a variable for the invoice number. Please be aware you have only one online payment method active at a time, so you need to deactivate online card payments in favour of online bitcoin payments.

It's up to you which option you choose.

  1. Logon into Xero with your credentials
  2. If you have multiple companies, make sure you select the right one before you take the next steps
  3. Click Sales in the top menu and then click Sales settings in the submenu
  4. Look for the Sales block like below and click Invoice settings xero-sales-settings.png
  5. Click on Options on the right, followed by Edit xero-invoice-options.png
  6. In the lower right corner of the popup, you see the field Terms & Payment Advice (Invoice and Statement).
  7. Add here our payment link. Please see account activation email for the details about this link.
  8. Press Save and this part is done.

Add payinbtc.me as online payment method

  1. Logon into Xero with your credentials
  2. If you have multiple companies, make sure you select the right one before you take the next steps
  3. Click Sales in the top menu and then click Sales settings in the submenu
  4. Look for the Sales block like below and click Invoice settings
  5. Click the button Payment Services
  6. Click Add a new service
  7. Click add another online payment option below the main options (like credit card and Paypal) shown
  8. Click on Custom payment url and press Continue
  9. Enter account name: payinbtc.me
  10. Your custom url: /[INVOICENUMBER]/ Please see account activation email for the details about this link. So make sure you add [INVOICENUMBER] as a variable at the end of the url.
  11. Enter Pay now button text: Pay in Bitcoin
  12. Press Save
  13. Click Connected services and press button Manage themes
  14. In the popup select the payinbtc.me option in the column Credit card
  15. Press Save and this part is done.

Xero has a great documentation about how to create custom invoice templates, click here.

  • Somewhere in the template you need to add the payment link.
  • Please see account activation email for the details about this link.
  • Make sure you add [INVOICENUMBER] as a variable at the end of the url, without a space. So the url should look like this: /[INVOICENUMBER]/
  1. Logon into Xero with your credentials
  2. If you have multiple companies, make sure you select the right one before you take the next steps
  3. Click Sales in the top menu and then click Sales settings in the submenu
  4. Look for the General block like below and click Email settings
  5. Click on the text Templates to show all available templates
  6. Click on Sales invoice to open the template editor for this template
  7. Add our payment link on a place you like. Please see account activation email for the details about this link.
  8. Press Save

Done! You are now ready to accept bitcoin via your invoices. Test it out with a test invoice.