Read on to find out how to set up repeat payments with Xero and Crezco
Follow these steps to ensure your repeat payments reconcile with Xero.
1. Create a repeat payment link and send it to your client. Follow these steps here if needed.
2. Head to your Xero homepage and to your invoices.
3. Create a new repeating invoice
4. Input the details of the amount and date that the payment link is set to.
Ensure that the reference field on Xero is the same as the reference on the Crezco Payment link for reconciliation purposes.
To note, the payment link is a standing order type, you will receive the money on the same day. You can set the due date to 0 if you wish.