Adding your Blink page to a Xero invoice

Owned by Sara Jacobs
Last updated: 19 September 2024
3 min read

 

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.

Blink

Navigate to the Customiser page in the Customer centre section and locate the relevant Blink page you want to link to your Xero invoices and copy the Xero URL.

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Add Blink to an invoice template.

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

Settings

Payment services

Select Additional payment services—Add other and click on Custom payment URL. A pop-up will appear where you can paste the Xero URL and fill in the Blink page details.

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

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

 

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.

 

 

 

 

Once completed, you can find Blink under your connected payment services. Click on manage themes select Blink under the Credit Card option and click save.

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.

 

Customer experience

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 an Xero login to do this.

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.

Reporting

Xero

Take a look at this guide to set up Xero reporting Blink - Xero app reporting integration

Blink

Within Blink, you can view the payments within the relevant payment methods under Reporting.

 

Video tutorial

 

 

 

 

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