You can easily create invoice as you normally do in Xero.
Your customer will receive an email with a "Pay Now" button which will lead them to the generated PayID from Hello Clever.
Checking invoices for payment
The status of the invoice should automatically be updated to Paid in Xero once your customer makes their payment. Use the usual facilities in Xero to check this status.
Hello Clever will automatically deduct fees from every invoice paid from your customer's payment.
Hello Clever as a default payment option
You can configure Hello Clever as the default payment option in Xero. The steps to do this are as follows:
- Navigate to https://go.xero.com/app/!mKW-W/payment-services
- Click on “Manage Themes”
- On the pop up screen of “Connect payment service to branding themes”
- Click on “Credit Card” on the selected themes you use to send invoice to your customers
- Choose “Hello Clever” as the payment option
- Click on “Save”