payment button to user invoice for taking customer phone payments
Require a "Pay Now" button available on the user invoice in Xero so when a customer rings wanting to make a payment over the phone, the Xero user can select and open the correct invoice, click on "Pay Now" and this take the users to the (Stripe) Payment Window where card details can be entered and payment accepted. Not all our customers have access to emails and can access the online portal via the emailed invoice. We have just moved from SAGE where this function was available and made accepting payments, quick, easy, simple and secure.
Richard Brealey
shared this idea
Hi Richard, thanks for the suggestion. We understand the need to move quickly to payment when you’re on a call with a customer.
You can already access the “Pay Now” option using the online invoice link. Here’s how:
- Open the invoice in Xero.
- Click the three-dot (more options) menu.
- Select Get link.
- Open the link in your browser to view the customer invoice.
- Use the “Pay Now” option to take payment.
Alternatively, you can email a copy of the invoice to yourself and use the same “Pay Now” button from your inbox. If you need help with this, feel free to reach out to our Xero Support team.
