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Xero Integration - Link to your Xero account

Configure your Xero account.

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Written by Ollie Denning

To configure your Xero account with the Middleware:

  1. Select the account in Xero where Direct Debit payments will be received.

  2. Select the Branding Theme with the Access PaySuite payment service attached.

  3. Ensure Collect invoices without a theme? is selected.

    📌Note: Only clear this if advised by Access PaySuite, typically when using third‑party software with Xero. If this applies, please contact the Access Digital Assistant and include your details and the article reference.

  4. Click Save and a message 'Successfully saved Xero configuration' appears.

You are now ready to create your first customer.

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