Do your clients need help with their cashflow?
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They often get paid late by their customers
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They spend time chasing invoices, instead of working on their business
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They’ve had to delay paying bills or buying stock because of late payments
Help your clients understand the numbers that drive their business with a Statement of Cash Flows report.
How to supercharge your clients' invoices
Set up online invoicing
If your clients aren’t already using online invoices, it’s easy to get them set up. They'll be able to send customised invoices straight from Xero and email automatic payment reminders to prompt their customers. So your client can track who’s paid and who hasn’t.
Add payment options
Setting up a payment gateway with services like PayPal or Stripe mean your clients' customers can pay their invoice with a credit card. It’s free to set up and they only pay merchant fees per transaction.
Track the cash flowing in
Payments are automatically matched to sales invoices and marked as paid. Transaction references are displayed and transaction fees are easily tracked using a separate billing code for PayPal and Stripe. So both you and your clients know where they stand.
Setting up a payment service
PayPal is an easy way to get paid online. It accepts credit cards, debit cards and PayPal payments in more than 25 currencies.
Stripe accepts credit and debit cards. It displays the well known Visa or Mastercard logo on the invoice and it can handle payments from anywhere in the world.
It’s easy to set up and you can choose to have both options on your invoice.
You can guide clients through in Xero, or follow this help page. It’s also helpful to set up merchant fees in their costs or setup Stripe to automatically pass processing fees on to their customers. Pricing is available by country on the PayPal and Stripe websites.
Read more about the benefits of online payments
