How to Create a Xero Invoice and Accept Payment with Pebl

Creating Xero invoices directly from the Pebl app streamlines your billing and accounting processes, making it easier to manage your business finances. This guide will walk you through the steps to create a Xero invoice within Pebl, ensuring a seamless integration of your payment and accounting systems.

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Step 1: Ensure Xero Is Connected to Your Pebl Account

Before you can create a Xero invoice from Pebl, you must have your Xero account connected to your Pebl account. If you haven’t already done this, please refer to our guide on Connecting Your Xero Account to Pebl for detailed instructions.

Step 2: Navigate to the Invoice Tab

Open the Pebl app and navigate to the **Invoice tab** in the Pebl business hub. This tab is your central location for all invoice-related activities.

Step 3: Create a New Invoice

To create a new invoice, press the blue **'+' button** located at the bottom or top of your screen within the Invoice tab. This action will open a new invoice form.

Step 4: Fill Out Invoice Details

In the new invoice form, follow these steps to enter the necessary details for your invoice:

Select or Create a Product: Choose from existing products or create a new one to add to the invoice.

Select or Create a Customer: Choose from existing customers or create a new customer profile.

Toggle Settings:

  • Ensure the Create Invoice toggle is switched on to generate the invoice in Xero.
  • Optionally, enable Surcharging to pass the transaction fee onto the customer if this is not already set.

Step 5: Accept Payment and Reconcile Invoice

Instead of sending the invoice immediately, you can choose to accept payment then and there, which speeds up the entire transaction process:

  • After setting up the product and customer details, select one of the payment methods available: [Payment Link, Tap to Pay, or QR code features](#).
  • Once payment is processed, the invoice is automatically created in Xero, marked as Paid, and reconciled, streamlining the transaction and accounting process in one go.
Creating a Xero invoice and accepting payment with Pebl

Benefits of Creating Xero Invoices in Pebl

  • Efficiency: Create, send, and reconcile invoices without switching between applications.
  • Accuracy: Reduces the risk of manual entry errors.
  • Real-time Updates: Payments and invoice statuses are updated in real time in both Pebl and Xero.
  • Seamless Integration: Keeps your accounting and payment systems synchronised.

Creating Xero invoices through Pebl helps streamline your business operations, allowing you to focus more on growth and less on administrative tasks. For any assistance during the setup or if you encounter any issues, please don’t hesitate to contact our support team. We are here to help ensure your experience with Pebl is smooth and beneficial.

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