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Integrating to Xero

It's simple as long as you already have Xero and Hello Clever Merchant Dashboard account

Please note that during the integration process, you will be asked for:

  1. Settlement Account - Where you will get the credits to your Xero account when we transfer the accumulated funds to your settlement bank account.
  2. Fees Account - Where Hello Clever post a debit to this Xero account whenever we receive a payment from your customer.
  3. Invoices Branding Theme - Please select a Standard branding theme when integrating Hello Clever to Xero.