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How to add your pay.com.au Get Paid payment details to your invoices in Xero

Who can use this feature?
👤 Account owners only
🏁 Available on all subscriptions

Once you have set up Get Paid in pay.com.au, you will have a business-branded PayID and a BSB and account number that your customers can use to pay you. This article explains how to add those details to your invoices in Xero so that every payment you receive earns PayRewards Points.

Contents

  1. Before you begin
  2. Where to find your payment details
  3. Option 1 — Add to your Xero invoice template (recommended)
  4. Option 2 — Add to a single invoice
  5. Option 3 — Use Xero's online payment settings
  6. What your customers will see
  7. Frequently asked questions

Before you begin

Make sure you have completed the following before adding your payment details to Xero:

  • Get Paid is set up in your pay.com.au account - you have a PayID, BSB, and account number
  • You are logged in to Xero as an administrator or have permission to edit invoice branding templates

If you have not yet set up Get Paid, navigate to Get Paid in the left menu of your pay.com.au account and select Set up and start earning.

Where to find your payment details

Your Get Paid payment details are available at any time on your Get Paid dashboard.

  • 1Log in to pay.com.au and navigate to Get Paid in the left menu
  • 2 Your details are displayed under Share these details on invoices:
    • PayID email — your business-branded PayID (e.g. smithplumbing@invoice.pay.com.au)
    • Account name — your business name as registered with Pay
    • BSB — your Get Paid BSB number
    • Account number — your Get Paid account number
  • 3Use the Copy PayID button to copy your PayID, or Copy all details to copy your BSB, account name, and account number together
Which details should you add to your invoices? We recommend adding both your PayID and your BSB and account number. Including both gives your customers flexibility — some customers prefer PayID, others prefer bank transfer using BSB and account details. The more options you offer, the more likely your customers are to pay through Pay and earn you rewards.

Option 1 — Add to your Xero invoice template (recommended)

Adding your payment details to your Xero invoice branding template means every new invoice you send will automatically include your Get Paid details — with no manual action required for each invoice.

Step 1 — Open your invoice branding template

  • 1In Xero, go to Settings (gear icon, top right)
  • 2Select Invoice Settings
  • 3Under Branding Themes, select the template you use for invoices (or create a new one)
  • 4Select Edit on that template

Step 2 — Add your payment details

Xero branding templates have several places where you can add payment information. The most visible option for payers is the Terms field, which appears at the bottom of every invoice.

  • 1In the template editor, locate the Terms or Notes section
  • 2Add your payment details in the following format — copy and adapt as needed: 
Pay via bank transfer:
PayID: smithplumbing@invoice.pay.com.au
Or
Account name: Smith Plumbing Pty Ltd
BSB: 633-123
Account number: 123456789

Payments made to these details earn PayRewards Points for our business.
Thank you for helping us get rewarded for the work we do.
  • 3Replace the example details with your actual Get Paid details from your pay.com.au dashboard
  • 4Select Save
Tip You can also add your payment details to the Footer section of the template, which appears at the very bottom of the invoice below the terms. Some customers prefer to put payment instructions in the footer to keep the terms section clean.

Step 3 — Verify the template

  • 1Create a test invoice in Xero and preview it before sending
  • 2Confirm your Get Paid payment details appear clearly and are formatted correctly
  • 3Check that your PayID and BSB/account number are exactly as shown on your pay.com.au dashboard — any typo will mean your customers cannot pay you

Option 2 — Add to a single invoice

If you want to add your payment details to a specific invoice without updating your template, you can do this on a per-invoice basis.

  • 1Open the invoice in Xero
  • 2Scroll to the Terms or Notes and Terms section at the bottom of the invoice
  • 3Add your payment details using the same format as above
  • 4Save and send the invoice
Note This method only updates that specific invoice. Your other invoices will not be affected. If you send invoices regularly, updating your template (Option 1) is significantly more efficient.

Option 3 — Use Xero's online payment settings

Xero allows you to display a payment button on online invoices viewed in a browser. While this is designed for card payment processors (such as Stripe), you can use the Custom payment option to link to your Get Paid payment details.

Note This option requires your customers to view the invoice online via the Xero invoice link — it does not affect the PDF version of the invoice. It works best for customers who receive and view invoices via email.
  • 1In Xero, go to Settings > Payment Services
  • 2Select Add Payment Service
  • 3Choose Custom as the payment type
  • 4Enter a name (e.g. "Pay via bank transfer — earn PayRewards")
  • 5Add a short description including your PayID and BSB/account details
  • 6Save and enable the service on your invoice template

When your customers receive the invoice link by email, they will see the payment option displayed alongside the invoice total.

What your customers will see

Once your payment details are on your invoices, here is what your customers will experience depending on how they pay:

Paying via PayID

Your customer opens their banking app, selects Pay Anyone or Pay to PayID, and enters your PayID email (e.g. smithplumbing@invoice.pay.com.au). Their banking app will confirm your business name as the payee — giving them confidence they are paying the right person. The payment arrives at Pay and is settled to your nominated bank account.

Paying via BSB and account number

Your customer enters your BSB and account number in their banking app. When they confirm the payment, they may see pay.com.au as the account name. This is expected — it reflects the way payments are processed through our platform. If a customer queries this, let them know that pay.com.au is the payment processor and their funds will reach you securely.

We recommend listing your PayID first on your invoice. When customers pay via PayID, they see your business name rather than pay.com.au — which is clearer and more reassuring for first-time payers.

Frequently asked questions

Do I need to update my invoices every time I send one?
No — if you update your Xero branding template (Option 1), your payment details will appear automatically on every new invoice. You only need to do this once.
What if I have multiple invoice templates in Xero?
You will need to update each template separately. Go to Settings > Invoice Settings > Branding Themes and update every template you use for invoices that you want to include your Get Paid details.
My customer paid but I haven't received a confirmation from pay.com.au — what should I do?
Payments received after 2pm Melbourne time will be settled the following business day. If you have not received a payment confirmation email within one business day of your customer making the transfer, ask your customer to check that they used the correct PayID or BSB/account details. If the details are correct, contact the pay.com.au support team with the payment reference number.
Can my customer pay with a credit card?
Card payments are not currently supported in Get Paid. Your customers can pay by bank transfer using your PayID or BSB and account number.
Will my customer need a pay.com.au account to pay me?
No. Your customers can pay from any Australian bank account. They do not need a pay.com.au account.
What if my customer pays to my old bank details instead of my Get Paid details?
Payments made to your previous bank account will not earn PayRewards Points and will not appear in your Get Paid incoming transactions. Only payments made to your PayID or Get Paid BSB and account number are processed through pay.com.au. We recommend removing or clearly replacing your old bank details on your invoice template to avoid confusion.
Can I add my details to invoices I've already sent?
You can add a note to the body of an existing invoice or send your customer a follow-up email with your new payment details. For future invoices, updating your template (Option 1) is the most efficient approach.
My Xero invoice has a Stripe payment button — will adding my Get Paid details cause any conflict?
No — your Get Paid details are text-based payment instructions, not a payment integration. They will sit alongside any existing payment buttons without conflict. Your customers can choose whichever method they prefer.

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