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Setting Hello Clever as the Default Payment Option

You can configure Hello Clever as the default payment method in Xero by following these steps:

  1. Navigate to Xero Payment Services.
  2. Click on Manage Themes.
  3. In the pop-up screen labelled Connect payment service to branding themes, select the branding themes you use to send invoices to your customers.
  4. Under the Credit Card column, choose Hello Clever as the payment option for the selected themes.
  5. Click Save to confirm your changes.

By following these steps, you ensure that Hello Clever is set as the default payment option for your invoices, allowing customers to seamlessly make payments using PayID through the Hello Clever platform.