If your customers already exist in Access PaySuite DDCMS, they'll require linking to the corresponding Xero contact via the Middleware before invoice payments can be collected by Direct Debit. To do this, follow the instructions below:
Within the Middleware, to view the list of Xero contacts, click the Manage Contracts tab.
Click Import.
The Middleware looks for potential links based on Email Address and Company Name, if you are happy with all suggested links then you can simply select the Link x Suggested Contracts button, which links them all automatically.
(If there are any suggested links that are incorrect, you can disable the auto-link by clicking the green button under View/Unlink before bulk linking.)
If you would prefer to link them individually and there's a suggested link against a contact, the details appear and you can click View Suggested Link.
Review the details and press Create Link.
On the next page, select the Direct Debit contract (this needs to be an ad-hoc one) and click Link.
If there's no suggested link or the suggested link isn't correct, you can select an alternative customer:
Against the relevant Xero contact, click Choose From List.
This brings up a list of all available Access PaySuite DDCMS customers.
You may search via the Access PaySuite DDCMS Customer Reference in the top search bar if you have one.
Review the possible options and on the relevant record, click Create Link.
Select a Direct Debit contract (this needs to be an ad-hoc one) and click Link.
If an ad-hoc contract doesn't exist, create a new contract.
📌Note: If you're linking a customer after their invoice has already been authorised in Xero, you'll need to make a small amendment to the invoice and re-save it to ensure the invoice is pulled through to Access PaySuite DDCMS after linking.
Removing contract links
Contract links can be removed if a customer has been linked in error and before any invoice payments have been scheduled. To do this:
Click the Manage Contracts tab.
Within the Middleware, click Import, or use this link to the Imports page.
Select the required record.
Click View/Unlink.
Click Unlink.
📌Note: If the customer is not already set up in Access PaySuite DDCMS, you can add them as per these instructions. Alternatively, they can use the "Pay by Direct Debit" link in their invoice if you've added the payment service (using this method doesn't require these linking steps to be followed as this is done automatically).