What is Xero Invoicing?
Xero Invoicing is a feature within the Xero accounting software that allows businesses to create, send, and manage invoices online. It offers customisable templates, automatic reminders for overdue payments, and real-time tracking of invoice status, helping businesses streamline their billing processes and improve cash flow management.
Rvvup + Xero Invoicing
If you’ve connected your Xero account to Rvvup, you’ll be able to send your customers a Xero Invoice and allow them to pay via Rvvup - using Pay by Bank, Pay by Card, and Apple Pay, after setting Rvvup as your default payment option.
ℹ️ How to set Rvvup as your default payment option in Xero
- Log in to your Xero Dashboard
- In the header menu, go to Business & select Invoicing
- Click on New Invoice
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On the right hand-side, click on the three dots ⠇& select Invoice settings
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On the Invoice settings page, click the Options drop down menu & select Edit
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In the right column, use the Payment Services (Credit Card)* drop down menu to select Rvvup
- Click Save
*️⃣ Even though Xero categorises Rvvup under Payment Services (Credit Card),
selecting Rvvup as the default here will include Pay by Card, as well as
Pay by Bank & Apple Pay in the payment method options for your Xero Invoices.
ℹ️ How to send a Xero Invoice with Rvvup
After following the above instructions to set Rvvup as your default payment option, you can follow the normal process in Xero to create & send an invoice.
- Log in to your Xero Dashboard
- In the header menu, go to Business & select Invoicing
- Click on New Invoice
- Fill out the invoice to include the recipient, dates, reference, items, & amount
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In the Online payments field, confirm you see Rvvup
- When ready, hit Approve & email to send to your customer
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Your customer will receive the invoice in their inbox and be able to click Pay now
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Your customer will be presented with the Rvvup Checkout screen to complete their payment
- In your Xero Dashboard, you’ll be able to monitor the Invoice payment status. You’ll also be able to see completed payments in your Rvvup Dashboard in the Payments section.
💬 Rvvup + Xero Invoicing FAQs
How do I refund a Xero Invoice payment?
You can issue refunds right from the Rvvup Dashboard. Check out our help centre article on Issuing Refunds for a step-by-step guide.
What payment methods can my customers use to pay a Xero Invoice?
Rvvup uniquely offers Pay by Bank, Pay by Card, and Apple Pay as payment method options for Xero Invoicing. Your Rvvup account must have each of these payment methods enabled in order for them to be presented as payment options in the Xero Invoicing checkout flow. If you need help confirming or enabling a new payment method, please reach out to support@rvvup.com and we’ll take care of you!
Can I modify/limit the payment method options?
Most likely! Please reach out to support@rvvup.com with your request and we can customise your checkout.
I’m testing out the Rvvup + Xero Invoicing checkout flow but I don’t see Apple Pay. How come?
Two possibilities: 1️⃣ You may need to complete the Rvvup + Apple Pay setup to enable Apple Pay as a payment option. Or 2️⃣, you may not be using the right browser as Apple only shows Apple Pay as an option on the Safari browser.
🏁 That’s it! Any additional questions, please reach out to support@rvvup.com for help.