Access PaySuite

Ollie Denning

Gemma Langley

Charlotte Alderson

Integrations

Xero 

Xero User Guide

Check system requirements, account limits, and contract type restrictions before setting up the Xero Middleware integration.

Xero Integration – Before you get started

Commonly asked questions about the Xero Integration.

Xero Integration - FAQs

Connect your Xero account to Access PaySuite DDCMS to simplify and streamline your payments workflow.

Xero Integration – Link to your Access PaySuite DDCMS Account

Xero Integration - Link to your Xero account

Set up a clearing account for your middleware.

Xero Integration - Create a clearing account

Configuring two-step authentication to reconcile Xero invoices in the Middleware.

Xero Integration - Setting up two-step reconciliation

An overview of the Manage Contracts section in Xero Middleware, including how to access it and its key features.

Xero Integration – Manage Contracts

The Xero Middleware only allows standard and adviser user roles to link customers.

Xero Integration - Sales Invoice only Xero user cannot access the Middleware

Enable payment discrepancy email notifications, including email formatting requirements.

Xero Integration - Payment discrepancy notifications

Set up and configure your Xero experience.

Set up & configuration

Xero Integration - Add a customer

Xero Integration - Manage customers

Link existing Access PaySuite DDCMS customers to their matching Xero contacts.

Xero Integration – Link existing customers to Xero

A troubleshooting guide to identify and resolve payer linking issues that prevent Direct Debit payments from being collected in Xero.

Xero Integration – Fix payer linking issues

A company visible in Xero but not in DDCMS.

Xero contact has signed up for DD via their invoice but I can't find them in DDCMS

Creating a Direct Debit contract from signing up or the Pay now button.

Xero Integration - My customer creating their Direct Debit?

Modifying customer bank details at a future date.

Xero Integration - Update the bank details of a customer at a later date

Collecting an additional payment or direct debit using Xero.

Xero Integration - Add an additional direct debit to a customer

Xero Integration - How to reactivate a customer that is linked in Xero?

Changes to invoice contacts in Xero can affect how Direct Debit payments are allocated in Access PaySuite DDCMS. Follow the correct process to ensure payments are matched accurately to the…

Xero contact changes and Direct Debit collection in DDCMS

Customer setup & linking

Modifying or cancelling your invoices in Xero.

Xero Integration - Edit or cancel invoices

Reasons your Xero invoice is not syncing with Access PaySuite DDCMS.

Xero Integration – Invoice not scheduled for collection

Resolve situations where a Direct Debit is set up but no payment is scheduled in Access PaySuite DDCMS.

Xero Integration – Payment not scheduled after Direct Debit setup

Resolve invoices that have been linked to the wrong Direct Debit contract.

Xero Integration - Invoice linked to wrong contract

Not processing a payer's invoices via Direct Debit.

Xero Integration - Is it possible to flag some invoices to not be collected by Direct Debit?

Configuring Xero Middleware settings for Access PaySuite Payment Service.

Xero Integration - Do I select the Access PaySuite Payment Service for individual invoices?

Xero Integration - When are the payments for new invoices created in DDCMS?

Invoice assigned an incorrect collection date.

Xero Integration - Invoice scheduled for collection on incorrect date

Outlines the key checks to complete when Direct Debit payments aren't collecting from Xero.

Xero Integration – Payments not collecting from Xero

Linking a Xero contact to a Direct Debit in Xero – Invoice not scheduled in DDCMS or assigned to the incorrect Direct Debit.

Xero Integration - Invoice payment not scheduled in DDCMS for a newly linked Xero contact

Invoices scheduling & collection

Xero invoices still pending after Direct Debit (DD) collection.

Xero invoice not marked as paid although payment has been collected

Xero Integration - ARUDD in DDCMS but invoice not marked as unpaid in Xero

Payments marked as paid in Xero but unpaid in DDCMS.

Xero Integration - Invoice status updated too early in Middleware

Direct Debit payment successfully collected but still displayed as pending in the Xero Middleware.

Xero Integration - Paid Invoice showing on Pending tab in Middleware

Find out when payments should be changed to showing as paid in Xero.

Xero Integration - When are payments marked as paid in Xero?

Applying a credit note to an invoice in Xero.

Xero Integration - Apply a credit note to an invoice in Xero

Credit note applied to an invoice but payment amount not updated in DDCMS.

Xero Integration - Payment not updated in DDCMS after invoice update

My Direct Debit funds from invoices are showing in the wrong account in Xero.

Xero Integration - Invoice disbursal showing within incorrect account in Xero

View failed payments in Xero and collect failed represented payments.

Xero represent and collecting failed payments

In Xero, once an invoice payment has either succeeded or failed, it can't be recollected or resubmitted.

Invoice payment in Xero recollection or resubmission not possible after success or failure

Everything you need to know about your invoices and payments.

Payment status, credit notes & failed payments

Checking received payments or invoice payments that have been successful.

Xero Integration - Check payments

Troubleshooting payment reconciliation issues between Access PaySuite DDCMS and Xero.

Xero integration: Unable to reconcile payments between DDCMS and Xero

Reconciliation Days field within the middleware explained.

Xero integration: Understanding the reconciliation days field in Middleware

Reconciliation errors

Receiving a connection warning in the Xero middleware.

Xero Integration - Connection lost

An error occurring when signing up a Direct Debit.

Xero Integration - Error - 'Sorry but we have encountered an error' when signing up for the Direct Debit

A blank screen shows in Xero after updating email addresses.

Xero Integration - Cannot log into the Middleware after updating my email

The import page is not loading for bulk linking.

Xero Integration: 500 Server Error or 504 Gateway Time-out when trying to load the Import page

Xero Integration: 500 error logging into the Xero Middleware

Xero Integration - Disabling AutoLink against a contact on the Import page doesn't permanently save if I log out

Error when bulk linking suggested contracts.

Xero Integration: 500 server error when bulk linking suggested contracts

Reconnecting Middleware to Xero if it has been disabled.

Xero integration: Reconnect Middleware to Xero

Connection errors

Here is  a quick guide to SEPA and how it can benefit your business.

What is SEPA?

Information required to progress your SEPA (Single Euro Payments Area) request.

How do I get SEPA?

SEPA

Support to help you confidently set up Zapier with Access PaySuite DDCMS.

Zapier

Connecting Access PaySuite DDCMS to Zapier enables automated sharing of customer and payment data with other applications.

Zapier Integration for Access PaySuite DDCMS

Get Started

Mapping in Zapier determines how data from your trigger is passed into your Access PaySuite DDCMS action using the sample record loaded during testing.

Mapping data between Zapier and DDCMS

This workflow automatically adds new customers created in Access PaySuite DDCMS to a Google Sheet. It provides an easy way to maintain an up‑to‑date customer list for reporting or operational…

Example automation sync new DDCMS customers to google sheets

Access PaySuite DDCMS triggers start your Zap when key customer, Direct Debit, payment, or rolling payment events occur.

Use Triggers with the Zapier Integration

Best‑practice guidance for building reliable Zaps with Access PaySuite DDCMS, along with answers to common questions and solutions to frequent setup issues.

Zapier best practices and troubleshooting

Automate tasks in Access PaySuite DDCMS with Zapier Actions, including creating or updating customers, managing Direct Debits, and processing one‑off payments.

Use Actions with the Zapier Integration

An overview of how to build Zap templates that work with Access PaySuite DDCMS.

Build Zap templates

Outlines the core fields available from Access PaySuite DDCMS triggers and actions in Zapier, along with the formats needed for successful mapping.

Field Reference for Zapier and DDCMS

Guidance on choosing the correct Sandbox or Production environment when using Access PaySuite DDCMS with Zapier.

Sandbox vs Production in Zapier

Examples of how Zapier can automate customer, payment and Direct Debit activity from Access PaySuite DDCMS.

Common Zapier automations

Zapier error FAQs

Build & troubleshooting zaps

📃 Privacy Policy

Useful Links

Payment Solutions

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Pick the right role for each person you add.

Update your plan, payment method, and invoices.