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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

Overview

This guide will help you add a Blink page to a Xero invoice. This will ensure that all customer contact details are pre-populated on the Blink page. Before you begin, ensure that you have connected your Xero and Blink payment platforms.

Adding your Blink page to a Xero invoice

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Blink

Navigate to the My Blink Pages Customiser page under in the Customer Centre section. Choose which Blink Page centre section and locate the relevant Blink page you want to link to your Xero invoices and copy the Xero URL. Click on edit page to navigate to the Customiser.

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Add Blink to an invoice template.

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

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titleClick on settings and Payment services

Settings

Payment services

Select Additional Payment Services - Add Other payment services—Add other and click on Custom Payment payment URL. A pop-up will show up appear where you can paste the Xero URL and fill in the Blink Page page details. You can find your Blink Page details on the Blink platform.

Once filled in you will be able to
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titleAdditional Payment Services payment services - Add Other & Custom Payment paste Xero URL

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

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Fill in the below pop-up .

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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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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

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Blink

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below. Enter the desired name for the payment method, paste the Xero URL link from the customiser, and choose the wording for the button.

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In the platform's customiser, you can specify the names of fields and whether they are required or read-only in the Modify Field section.

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titleChoose to make fields required and read only.

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Once completed, you can 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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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.

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titleManage Online Payments

Customer experience

Once added, Xero will automatically add a Pay Now 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 an 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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titleInvoice Example example

Once clicked on Pay Nownow the customer will be linked to the online invoice, ; clicking once more on Pay Now now will take them to the relevant Blink Page which will be prefilled with the customer data.

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 Blink - Xero app reporting integration

Blink

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

Video

Tutorial

tutorial

Integrating your Blink Page with Xero.mp4