How do I import payments from Xero?

To ensure your invoices import from Xero correctly, please ensure the below criteria is met:

1. Invoices/bills must be in "awaiting payment" status 
2. Contacts in Xero must have an ABN
3. Contacts in Xero must have their full bank account details. Including Bank account name, BSB, and Bank account number

To import payments from Xero, follow these steps:

1. In Xero, ensure your Bills have the 'Awaiting Payment' status.
2. Log into pay.com.au and in sidebar, select Make a Payment.
3. Select Supplier Payment > Import from Xero. 
4. If you haven't already, connect to your Xero account.
5. We will load your Xero bills with the status ‘Awaiting Payment’.
6. Select payment date
   1. Noting, this is the date your payment method will be carged, not the remittance date. 
7. Select the Bills that you wish to pay, and then Continue.
   1. If you want to send a remittance advice yourself, deselect "Send remittance advice to payees".
8. Select a Payment Method, and then Continue.
9. Select your PayRewards preference, and then Continue (Optional with credit card payments). 
10. For us to automatically reconcile for you in Xero, select the appropriate Xero Account Codes for your chosen payment method and associated processing fees.
11. Review your payment details, as well as the quoted estimated remittance date information
12. Select the checkbox to confirm that your payments are not listed in the prohibited industries and payments. 
13. Select Confirm to submit the payment(s).
14. Once we've finished processing your payments, the Xero bill status will automatically update to ‘Paid’.

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Pay Clearing Account 

Xero Bills that you pay using pay.com.au will be displayed in your Pay Clearing Account in Xero. Please wait for your Pay Clearing Account to show your bills as ‘Reconciled’. This will occur automatically once the payment is executed and will take less than one day. 

IMPORTANT: Manually updating this status to ‘Paid’ in Xero will mean that we are unable to automatically reconcile your payments. 

Why are my payments not reconciling in Xero?

If you manually update this status to ‘Paid’ in Xero, we will not be able to automatically reconcile the payments.