Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

The below guide will take you through the steps of adding a Blink Page to a Xero Invoice.

Adding your Blink Page to a Xero Invoice

Table of Contents
minLevel1
maxLevel7

Blink

Navigate to the My Blink Pages pageunder the Customer Centre section. Choose which Blink Page you want to link to Xero and copy the URL. Click on edit page to navigate to the Customiser.

Add Blink to an invoice template

Sign in to your Xero account on a separate tab and click on your organisation name, select Settings, then click Payment services.

Expand
titleClick on settings and Payment services

Settings

Payment services

Select Additional Payment Services - Add Other and click on Custom Payment URL. A pop up will show up where you can fill in Blink Page details. You can find your Blink Page details on the Blink platform.

Expand
titleAdditional Payment Services - Add Other & Custom Payment URL

Click on Additional Payment Services - Add Other and on Custom Payment URL.

Fill in the below pop up.

Automatically pre-populate fields

To pre-populate, the fields on the Blink Page make sure the URL Descriptors on Blink match the ones on Xero.

Expand
titlePre-populating fields

To pre-populate, the fields on your Blink Page, navigate on Blink to the Customiser Page under the Customer Centre section. Click on Modify Fields to make sure the URL Descriptor fields names match the exact names used in Xero. Choose which items you want to showcase on the Blink Page make sure you click on Save changes and update.

In Xero within the Add custom URL Connection (click on show details, under Your custom URL for an example) fill in the link of the Blink Page and add the required details as per the below instructions:

Info

Any orange text originates from the modify fields section in Blink. The purple text communicates with Xero.

https://secure.blinkpayment.co.uk/blinkpagename?invoiceNo[INVOICENUMBER]&AmountDue=[AMOUNTDUE]&shortCode=[SHORTCODE]

Xero example

Blink

Once filled in you will be able to find Blink under your connected payment services. Click on manage themes and select Blink under the Credit Card option and click save.

Expand
titleBranding themes

Under connected payment services, you can select Blink to be used for each branding theme and click save.

Add Blink to your invoice

Once you have added Blink as your standard payment service it will be automatically applied to invoices using the template.

Fill in your invoice as required, and send it off.

Expand
titleManage Online Payments

Once added, Xero will automatically add a Pay Now button on the online invoice. You can then email the invoice to the customer who uses this button to pay you via the payment service. They don’t need to have a Xero login to do this.

Info

In classic invoicing, you can do this from an approved invoice or a repeating invoice template. In new invoicing, do this from a draft or approved template.

Expand
titleInvoice Example

Once clicked on Pay Now the customer will be linked to the online invoice, clicking once more on Pay Now will take them to the relevant Blink Page.

Reporting

Xero

When a customer pays you online, Xero marks the invoice as paid (you don't receive an alert or notification). Xero displays the transaction reference ID from the payment gateway in the transaction's Reference field.Take a look at this guide to set up Xero reporting Step-by-step Blink - Xero App Reporting Integration

Blink

Within Blink, you will be able to view the payments within the relevant payment methods under Reporting.

Video Tutorial

Integrating your Blink Page with Xero.mp4