Enjoy an automated and integrated experience of GoCardless for Xero by following the following 3 steps. Not sure how to log into your GoCardless for Xero account? No problem, just click here - your login details are the same as for our standalone GoCardless app.

You can do this in the invoice or payments services section of your Xero account. 

Check if the customers are matched to the customers in your Xero account. Here is a link to our support article that provides you with everything you need to know.

Once your customers are matched with the Xero customers, please ensure that automated payments are enabled. Here is a guide on how to do that.

Once automated collection is enabled, every time you raise an invoice in Xero to that customer, the payment will be automatically collected on the invoice due date. Payments are also automatically reconciled so you don’t need to spend time on manual data entry anymore. Here is an overview on everything reconciliation.

One more step, and this is an important one. In order to prevent duplicate payments from occurring, you will need to cancel your existing payment plans for merchants in GoCardless Dashboard. Our support team is happy to do this for you. If you were to do it yourself, your customers would receive an email updating them about the cancelled payment plan which would most likely confuse them. Please click here for further guidance.