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
Begin by opening your Pebl app and navigating to the **Settings**. Within the Settings menu, select **Payment Settings** and then proceed to **Invoice Settings**. This section is designed to manage how your invoices integrate with Pebl.
Step 2: Enable Xero Integration
In the Invoice Settings, you will find the Xero toggle. Switch this toggle ON to start the process of connecting your Xero account. The toggle will indicate activation and prompt you to proceed to the next step.
Step 3: Connect with Xero
After enabling the Xero integration, you will see an option to “Connect Xero Account”. Click on this to begin the authentication process. You will be prompted to log in using your Xero credentials. Note that Pebl ensures your login credentials remain private and secure; Pebl does not capture or store any sensitive information during this process.
Step 4: Choose Your Xero Account
Once logged in, you will be asked to select the Xero account you wish to connect with Pebl. This step links your chosen Xero account directly to your Pebl operations, ensuring that all financial data relevant to your transactions is aligned.
Step 5: Manage Invoices in Pebl
With your Xero account now connected, navigate to the Invoice tab in the Pebl business hub. Here, you can view all pending and paid invoices. You also have the capability to create new invoices directly within the Pebl app. This integration ensures that your invoicing is streamlined and centrally managed.
Step 6: Accept Payments and Auto-Reconcile
With your Xero account connected, you can easily accept payments and manage invoices directly within Pebl. Here's how to proceed:
Accepting Payment on an Existing Invoice
To accept a payment on an existing pending invoice, 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.
