If your customer already exists on DDCMS, this article does not apply. Therefore please go to the article about how to match to an already existing DDCMS customer.
Set up a customer
If your customer already exists in Xero, then you do not need to complete this step. To begin setting up a customer:
Click Contacts, All Contacts, Add Contact or use this link to the Add Contact page.
Enter a Contact Name, Primary Person and Email Address. Other information may be beneficial but is not required.
Click Save.
Raise an invoice
To raise your first invoice:
Click Business, Invoices.
Either:
Click New Repeating Invoice, or use this link to the New Repeating Invoice page.
or for a standard invoice, click New Invoice, or use this link to the New Invoice page.
Fill out the required fields.
Use the Branding drop-down and select the required Branding Theme.
If you input a reference, this will also be applied to the customer record when it is created in DDCMS. If you do not input a reference, one will be created for you on DDCMS.
📌Note: Be aware that our Middleware schedules payments for collection on the Due Date of the invoice, taking into account our standard working day rules. If you’d like to calculate working days, visit our date calculator.
Send an invoice email
To send an email to a customer:
Click Business, Invoices or use this link to the Invoices page.
Select the invoice you’d like to send.
Click the invoice number. The invoice page appears.
In the top right, click Email.
Complete the required details.
Click Send.
View an invoice email as a customer
To allow you to better understand what a customer receives when an invoice email is sent out, we’ve included an image of the email a customer would receive. The content may be different, as it’s based on your own email templates, but the important part is the green Pay now button. A customer will have to click this button to be directed to the next step.
View an invoice as a customer
When your customer clicks the Pay now button, they will be re-directed to Xero and they can view the details of their invoice.
Once your customer is satisfied with the invoice, they need to click Pay by Direct Debit. This will re-direct them to our Middleware, where they will be able to finish the sign-up process.