Blink
Navigate To link your Blink page to QuickBooks, go to the My Blink Pages pageunder pages section in the Customer Centre sectioncenter. Choose which the Blink Page 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 servicesits URL, and paste it to QuickBooks.
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Rename the Reference section on your Blink page to Invoice number to align with the naming convention used in QuickBooks. |
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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.
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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.
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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:
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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.
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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.
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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.
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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. |
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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
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Step 1 - Navigate to the My Blink pages page, locate the relevant page, and click Edit page. Step 2 - Click on Modify fields on the Blink Page section of the page Step 3 - These settings enable you to customise the fields on your Blink page. For instance, we have adjusted the display name to match the QuickBooks naming convention. Moreover, we have set the Invoice number as a mandatory field, which enables you to keep track of payments easily. |
Add Blink to an invoice template.
Reporting
QuickBooks
We have created a QuickBooks online integration; once you integrate you will be able to view in QuickBooks when a customer pays you online; Quickbooks online 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.
Blink
Within Blink, you will be able to can view the payments within the relevant payment methods under Reporting.