Mapping Multiple Payment Accounts in Xero
  • 14 Mar 2024
  • 1 Minute to read
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Mapping Multiple Payment Accounts in Xero

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Article summary

You can now transfer invoice payments to different payment accounts in Xero, based on the payment method the customer used to pay their invoice.

Xero_PaymentAccounts_Highlights

You can allocate invoice payments processed via Nexudus to up to 3 different Xero accounts:

  • Default payments account — for any type of payment processed in Nexudus that isn't GoCardless or a payment gateway.
  • GoCardless payments account — for any invoice payment processed via GoCardless in Nexudus.
  • Payment Gateway payments account — for any invoice payment processed via a card payment gateway in Nexudus.
How do I know if the card payment method I'm using is a payment gateway?

Open your card payment method on the Admin Panel and see if it supports Initiate refunds from within Nexudus. If it does, it's a payment gateway.

All you need is a Financial Accounts for any or all of them in Nexudus. The payment accounts you create in Nexudus must match the corresponding payment account in Xero (name and code).


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