Customer setup & linking
Setting up your customers
By Ollie and 1 other2 authors10 articles
- Xero Integration - Add a customerAdding a new customer in the middleware.
- Xero Integration - Manage customersCustomer management using Xero.
- Xero Integration – Link existing customers to XeroLink existing Access PaySuite DDCMS customers to their matching Xero contacts.
- Xero Integration – Fix payer linking issuesA troubleshooting guide to identify and resolve payer linking issues that prevent Direct Debit payments from being collected in Xero.
- Xero contact has signed up for DD via their invoice but I can't find them in DDCMSA company visible in Xero but not in DDCMS.
- Xero Integration - My customer creating their Direct Debit?Creating a Direct Debit contract from signing up or the Pay now button.
- Xero Integration - Update the bank details of a customer at a later dateModifying customer bank details at a future date.
- Xero Integration - Add an additional direct debit to a customerCollecting an additional payment or direct debit using Xero.
- Xero Integration - How to reactivate a customer that is linked in Xero?Restarting a cancelled customer in Xero.
- Xero contact changes and Direct Debit collection in DDCMSChanges 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…