1. Sales Enablement
  2. Products & Features

XERO

Xero is entirely cloud-based accounting software for small businesses. It performs bookkeeping functions like invoicing and payroll and allows you to connect the program to a live bank feed.

Easily Connect Paystand via Xero Plugin

1. Connect Xero with Paystand via the Xero Plugin

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2. Embed Paystand into the Invoice Workflow

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3. Populate and Approve the Invoice

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4. Payment Link Now Embedded in Email Templates

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5. Pay Now Button Added to Email

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6. And to Xero's Payment Portal

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7. Secure Customer Payment Experience

  • 3 Payment Options: ACH, Credit Card, & Bank-to-Bank Network
  • Background can be customized to reflect company branding
  • Credit card fees can be passed to the customer, shared, or absorbed

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8. Payment Confirmation

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9. Status Updated to Paid in Xero

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10. Invoice Reflects Payment

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11. Transfer Reports Available in Paystand

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12. Payment Summary Available in Paystand & Xero

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To access the Xero demo slides, please click here