How to Connect Your Xero Account to Pebl
Integrating your Xero account with Pebl simplifies your accounting processes by enabling seamless invoice management and payment reconciliation directly within the Pebl app. This guide will walk you through the steps to connect your Xero account to Pebl, allowing you to create, manage, and reconcile invoices efficiently.
Step 1: Access Invoice Settings
- Go to Pebl's app Settings
- Go to Payment settings > Invoice settings
- Toggle ON Xero
Step 2: Connect with Xero
- Follow the prompts and log-in using your Xero login details
- Pebl does not see or save these details. They are between you and Xero.
- Select the Xero business account you wish to connect with Pebl
Step 3: Choose Your Xero Accounts
- Choose an existing Sales or Revenue account for Xero invoices created in the Pebl app OR allow Pebl to create a new one for you.
- Choose an existing Expense account where you want Pebl's transaction fees to be logged OR allow Pebl to create a new one for you.
- Select the bank account you want all transactions to be reconciled to. This should match the account you entered when signing up to Pebl.
- Review you selections & confirm.
- Press OK to finalise your connection.
Step 4: Choose GST Preferences
Choose whether you'd like to apply GST preferences to the Xero invoices you create in Pebl.
- None = Pebl will utilise the GST preferences you've applied in Xero
- GST Inclusive = Pebl will not apply any GST to the total cost
- GST Excluded = Pebl will add GST to the invoice total sales amount.
See all the above steps in the video below!
Step 5: Create & Manage Xero Invoices Using Pebl
Now you're all up and running with Pebl's Xero connection, you can now create, view, manage & share Xero invoices directly within the Pebl app (and accept payments for them visa Tap to Pay on iPhone, Tap to Pay on Android, Payment Links or even QR Code.,
To do this, you'll first need to go to the invoice section of the Pebl app.
- Go back to the Home screen
- Go to the Pebl Hub (your business initials next to the blue '+' button.
- Swipe across to Invoices
- Wait for Pending & Paid invoices to feature
Accepting Payment on an Existing Invoice
To accept a payment on an existing pending invoice that has been previously created in Xero, navigate to the Invoice tab in the Pebl business hub. Here, you'll find your list of pending invoices. Simply click on the invoice you wish to collect payment to "+ add payment". This action allows you to apply payments received via Pebl’s Tap to Pay on iPhone or Android, Payment Link, or QR code directly to the selected invoice.
Creating a New Invoice
If you need to issue a new invoice, press the blue '+' button while on the Invoice tab. This will open a new interface where you can create an invoice and immediately accept payments using the same methods as above.
You can learn how to create a new invoice and accept payment here.
When a payment is processed, Pebl automatically marks the corresponding invoice as Paid in Xero and handles the auto-reconciliation. This integration not only streamlines the payment acceptance process but also ensures that all transactions are accurately recorded and reconciled in your Xero account, saving time and reducing the possibility of manual errors, thereby enhancing your financial management efficiency.
