Xero

Integrate Shuttle payment links with Xero accounting software, allowing customers to pay invoices directly through a customized payment link that automatically pre-fills invoice details.

Prerequisites

• Active Shuttle account with a multi-use payment link created
• Xero account with access to Settings and Online Payments

Setup Instructions

1. Get Your Payment Link URL

1. Log into Shuttle and navigate to Payment Links
2. Create or select a multi-use payment link, ensure its in the currency of your invoices
3. Click "Copy" to copy the URL to your clipboard

2. Configure URL Parameters

Append the following parameters to your copied URL to enable pre-filling:

?alt_key=[INVOICENUMBER]&amount=[AMOUNTDUE]&currency=[CURRENCY]&org=[SHORTCODE]

Your final URL should look similar to:

https://your-company.shuttleglobal.link/lp_1234_5678_mu?alt_key=[INVOICENUMBER]&amount=[AMOUNTDUE]&currency=[CURRENCY]&org=[SHORTCODE]

3. Add Payment Service in Xero

1. In Xero, navigate to Settings → Online Payments
2. Click Add New Service
3. Select Add another online payment option
4. Choose Custom payment URL
5. Enter your complete URL with parameters from step 2
6. Configure how you want this payment option displayed to customers
7. Click Save

4. Set as Default Payment Option (Optional)

To make Shuttle your default payment method:

1. In Connected Services, locate your new payment option
2. Click Manage Themes
3. Select the invoice theme you want to update
4. Switch to use the payment method you've just added
5. Click Save

Using Payment Links with Xero Invoices

Creating Invoices with Payment Links

When creating a new invoice:

1. If using a theme with Shuttle as the default payment option, it will automatically appear in the online payments section
2. For individual invoices, you can manually add the payment option by clicking Manage in the online payments section
3. Click Approve to finalize the invoice

Customer Payment Experience

When customers receive the invoice:

1. They click Pay online now to view the invoice online
2. Clicking Pay online redirects them to your Shuttle payment link
3. The payment form is pre-filled with:
   • Invoice number
   • Amount due
   • Currency
4. Customers complete the payment through Shuttle's secure payment form

Payment Reconciliation

To track payments made through Shuttle:

1. Enable email receipts in your Shuttle payment link settings to receive notification of every payment
   • Each receipt includes the payment amount and invoice reference number

2. Reconciliation options:
   • Update Xero invoices manually based on email receipts
   • Use bank reconciliation to match payments when they appear in your bank feed
   • Access the complete payment history through Shuttle's Activity View

The invoice number passed as the reference makes it easy to match payments to the correct Xero invoice.