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.

Xero will allow you to create invoicing templates which include a pay-link to the 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 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.

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.