ipaymy and xero integration v2.1 · [shortcode]&licencefee=1&key=ipm-co-90 ... singapore...
TRANSCRIPT
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2018
iPaymyandXeroIntegrationUSERGUIDEV2.1
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iPaymyandXeroIntegration
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WhatistheXerointegrationwithiPaymy?
TheiPaymy-XerointegrationisalinkbetweenyouriPaymyandXeroaccount.TheintegrationallowsyoutoissueaninvoicefromXeroandcollectpaymentsfromyourcustomerviaacreditcardthroughaniPaymylandingpage.ThestatusofthepaymentsistrackedinbothiPaymyandXero.ThroughtheintegrationyouhavetheoptiontoabsorbtheiPaymylicensefeesoroffsetittoyourcustomers.
Part1:RegisteringyourCompanyiniPaymyandEnablingXeroPaymentIntegration
Step1:EnableXeropaymentintegrationintheiPaymyplatformbyregisteringyourcompanyinthecompanyprofile.
1. IntheBusinesstab,selectMyCompanies2. ClickRegisterYourCompany3. Completetherequestedinformation4. Checkthebox“Doyouwanttoenablepaymentintegrationforthiscompany?”
Ifyourcompanyisalreadyregistered,intheMyCompaniestabclicktheediticon nexttothedesiredcompany.Fromtherecheckthebox“Doyouwanttoenablepaymentintegrationforthiscompany?”
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iPaymyandXeroIntegration
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Step2:ConnectyouriPaymyandXeroaccount
1. Enteryourbankaccountdetailsforwhereyouwouldlikeyourfundstobedeposited2. ClickConnecttoXero
3. YouwillthenbepromptedtologintoyourXeroaccount,enteryourlogincredentials.
4. Afterenteringyourlogincredentials,youwillbepromptedtoallowiPaymytoaccessyourXeroaccount.ClickAllowAccess.OncecompleteyouwillbetakenbacktotheiPaymyplatform.
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iPaymyandXeroIntegration
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5. TheiPaymypagewilldisplay“Connectedwith[NameofXeroAccount].”Thisconfirmsyour
connectionwassuccessful.IfyoueverwishtodisconnectfromXerosimplyclickDisconnectFromXero.
6. Asafinalstep,selectwhichaccountinXeroyouwouldlikeallthepaymentsinreconcileinthroughthedropdownmenuunderSalesDefaultAccountCode.
7. ClickUpdatetosaveallthesedetails.
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iPaymyandXeroIntegration
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Part2:AddingtheCustomPaymentURLtotheXeroPlatform
Step1:AddtheiPaymypaymentservicetoyourXeroaccountLogintoyourXeroaccountandfollowthestepsbelow:
1. IntheSettingsmenu,selectGeneralSettings2. UnderConnect,clickPaymentServices
3. ClickAddPaymentService,thenselectCustomPaymentURL
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iPaymyandXeroIntegration
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Step2:ObtainthecustomiPaymypaymentURLsfromtheiPaymyPlatform1. InyouriPaymyplatform,viewyourregisteredcompany’sdetailsbyclickingonthe“eye”
iconintheactioncolumn.Thiswilltakeyoutoyourcompanyinformationpage.
2. Thefield“PaymentProviderIntegration”shouldbeindicatedas“Enabled.”Onyour
companyinformationpagetherewillalsobetwoURLstoselectfrom:• URLwithLicensefeePayablebyCustomer(yourcustomerpayslicensefee)• URLwithLicensefeePayablebyCompany(yourcompanypayslicensefee)
3. RightclickonthedesiredURLandselect“CopyLinkAddress.”Thesewillbepastedintoyour
Xeroaccount.
TheURLsshouldlooksimilartotheexamplesbelow:• URLwithLicensefeePayablebyCustomer
https://dashboard.ipaymy.com/api/thirdpartypayments/create-payment?invoiceNo=[INVOICENUMBER]¤cy=[CURRENCY]&amount=[AMOUNTDUE]&shortCode=[SHORTCODE]&licenceFee=1&key=IPM-CO-90
• URLwithLicensefeePayablebyCompanyhttps://dashboard.ipaymy.com/api/thirdpartypayments/create-payment?invoiceNo=[INVOICENUMBER]¤cy=[CURRENCY]&amount=[AMOUNTDUE]&shortCode=[SHORTCODE]&licenceFee=0&key=IPM-CO-90
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Step3:EnterthedetailsforthecustomURLinXeroOnceyouhavenamedthecustomURL,pastetheURLinthe“YourcustomURL”field.Afteryouenterthetextinthe“Paynowtext”clickSave.Thepaynowtextwilldisplayasabuttononthedigitalinvoicethatwilltakethecustomertothepaymentpage.iPaymyrecommendsusing“PaywithCreditCardviaiPaymy.”
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iPaymyandXeroIntegration
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Part3:AddanExpenseAccountNote:ONLYappliesforcompanieswhowillbepayinglicensefeeForcompanieswhoelecttopaythelicensefee,theamountwillberecordedasanexpenseinthisaccount.Step1:AddaNewExpenseAccountToaddanewexpenseaccountinXerocompletethefollowingsteps:
1. IntheSettingsmenu,selectChartofAccounts2. ClickAddAccount3. SelectExpenseastheaccounttype4. EnterIPM100astheCode.Itisimportantthatthisexactcodeisentered.5. Enterthename“iPaymyLicenseFee”6. CheckEnablepaymentstothisaccount7. ClickSave
Yourformshouldlooklikethefollowing:
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iPaymyandXeroIntegration
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Part4:AddNewBrandingThemeinXeroStep1:AddNewBrandingThemeinXeroToaddanewbrandingthemeinXerocompletethefollowingsteps:
1. IntheSettingsmenu,selectGeneralSettings.2. UnderFeatures,clickInvoiceSettings.
3. ClickAddNewBrandingTheme.InthebrandingthemeformselectthedesirediPaymyoption
fromthedropdownmenuunderPaymentService(creditcard).
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iPaymyandXeroIntegration
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Part5:ImplementingiPaymyBrandingThemesinyourInvoicesWhencreatinganinvoiceselectthedesiredbrandingthemeinthedropdownmenuinthe“Branding”field.Asaresult,whenyourcustomerreceivesaninvoiceandtheyclicktopaytheywillautomaticallyberedirectedtoacustomiPaymypaymentportal.Note:Itwilltake4businessdaysforthefundstoarriveinyouraccountonceyourcustomerhaspaidviacreditcard.Therefore,weadvisesettingyourduedate4daysearliertowhenyouractuallyneedthefundsby.
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iPaymyandXeroIntegration
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Part6:CustomerPaymentYourcustomerwillreceiveacopyoftheinvoiceviae-mail.Dependingonhowyoucustomizeyoure-mailandinvoicesettingstheappearancemaydiffer.Belowisastepbystepguideonwhatyourcustomerwillsee.Step1:CustomerReceivesE-MailYourcustomerwillreceiveane-mailcontainingalinktotheiPaymypaymentsitesimilartotheexamplebelow.
Step2:CustomerTakentoanInvoiceSummaryPageUponclickingonthelinknextto“viewandpayyourbillonline”thecustomerwillbetakentoaninvoicesummarypage.Toinitiatethepayment,clickonPayonCreditCardviaiPaymy.Note,thatthetextofthisgreenbuttonwilldisplaywhateverisspecifiedasthe“PayNowText”setinthe“AddCustomURL”function.
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Step3:CustomerTakentoaPaymentSummaryPageThepaymentsummarypagedisplaysintheinvoiceandtheamountdue.Forpaymentswhereyourcompanywillbeabsorbingthelicensefee,onlythetotalinvoiceamountisdisplayed.
Forpaymentswhereyourcustomerwillbeabsorbingthelicensefee,theinvoiceamount,licensefeeandtotalwillbedisplayed.
AusercanlearnmoreaboutthelicensefeeratesbyclickingontheViewRateslink.AsastandardSingaporeissuedVisaandMastercardcreditcardshavealicensefeeof2.6%andAmericanExpressandInternationallyissuedcreditcardshavealicensefeeof3.3%.
Step4:CustomerEntersCreditCardDetailsWhenyourcustomerclicksEnterCardDetailsthefollowingscreenappearspromptingforcreditcarddetails.
Step5:PaymentConfirmationUponsuccessfulthecustomerwillbetakentoapaymentconfirmationpage.ThepaymentconfirmationpagewillhaveaconfirmationreferencenumberandiPaymysupportcontactdetails.
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Part7:TrackingYourPaymentStep1:TrackingyourpaymentiniPaymyAssoonasyourcustomermakesapaymentitwillberecordediniPaymy.
1. Toviewyourpaymenthistory,clickonBusinesstabandthenPaymentIntegration.2. Filterwhichcompanyyouwouldliketoviewthepaymentreceivedhistoryfor.
Step2:TrackingyourpaymentinXeroOncethefundsaredepositedintoyourprovidedaccount(4businessdaysafterthecustomer’scardischarged)theinvoicewillbemarkedaspaidinXero.
1. ClickonAccountsandthenSales2. NexttoInvoicesclickonPaid3. Alistofrecentlypaidinvoiceswilldisplay