Back to your search

Payment Services

Self-paced learning
Launch course


Learning objectives

  • List the key considerations when connecting a payment service to an organisation
  • Recognise the benefits of using a payment service to allow customers to pay invoices online
  • Identify the main payment services, access information about them to choose the right option(s) for a business
  • Identify the benefits of using a card payment service
  • Identify where key payment services can be added to invoices
  • Complete the setup process of adding Stripe payment service to invoices
  • Complete the setup process of adding PayPal payment service to invoices
  • Describe the setup process of adding another payment service
  • Identify the benefits of using a direct debit payment service
  • Recognise the efficiency of using a connected app to process direct debits
  • Complete the setup process of GoCardless payment service to invoices
  • Identify what services are applied to an invoice
  • Recognise where to toggle payment services on and off an invoice
  • Send an invoice with a pay now button attached
  • Handle a repeating invoice with a direct debit mandate
  • Utilise the Sent/Viewed feature to ensure the invoice has been successfully received
  • Identify the key considerations for reconciling payments made with payment services
  • Complete the reconciliation process for Stripe
  • Complete the reconciliation process for PayPal (covering PayPal feed)
  • Complete the reconciliation process for GoCardless (mandate and repeating invoice)
  • Handle reconciling payment service fees when the fee is included in the transaction
  • Set up a bank rule to reconcile bank fees automatically

Course outline

    Recognise the benefits of letting customers pay online and research information about the payment services to make the right decision for a business situation.
    Connect payment services to Xero, and reconcile payments made through services.

Topics covered

  • Invoicing
  • Apps

More courses you might be interested in


Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

Positioning Making Tax Digital (MTD) to your clients

Want to get ahead of the curve and prepare your clients (and your practice) for Making Tax Digital? Find out how to communicate the changes to your clients, so you can make sure they’re MTD ready with minimal fuss, well ahead of the deadline. View course

Self-paced learning

5 Advisor CREDITS

Quarterly Product Update

Keep up with Xero's latest product updates and feature releases with our quarterly product webinar. Join us on the first Wednesday of each quarter for a deep dive into new product releases and what’s on the roadmap in the next 90 days within core Xero. View course

Live webinar - 45 MINUTES

Still not what you're looking for?