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