The Xero Middleware is a simple, self-managed solution to connect invoicing within Xero to our market leading Direct Debit platform, DDCMS.
📌Note: Xero Middleware has limits of 10,000 contacts and up to 1000 invoices per month.
For an overview, refer to our Xero Factsheet.pdf.
Download the user guide
For information on setting up your Xero Middleware and getting started, download the Xero user guide.docx.
Managing customers
The Xero Middleware allows for two ways of managing your customers. One where a customer record already exists within DDCMS, and one where a customer record isn’t already present.
A customer record doesn’t exist in DDCMS
Xero will allow you to create invoicing templates which include a pay-link to the Access PaySuite DDCMS Middleware. After following the link to the Middleware, a customer will be able to create an account within the Middleware itself.
At this stage, the customer will be able to sign up to pay by Direct Debit, view their payment status and update their bank details. Future invoices raised for the customer in Xero will automatically propagate to the Middleware providing they have been created on a correctly branded invoicing template that has been enabled for Direct Debit.
A customer record does exist in DDCMS
The administration interface within the Middleware can suggest a “best match” between customer records in Xero and DDCMS. If no ad-hoc contract currently exists for the user in DDCMS, one will be created to carry the Xero invoicing payments. Providing any new invoices raised are on a correctly branded invoicing template that has been enabled for Direct Debit, the payments will automatically propagate into DDCMS.
If you would like to take advantage of our free Xero integration, contact us through our Access Digital Assistant in order for us to review the suitability of your account and to obtain the required API details for the integration.