Overview:
Once you’ve connected Xero to Pebl, you can enable Pebl as a payment method on invoices sent via Xero. Customers can click “Pay Now” on their invoice and complete the payment via Pebl.
🚨 Heads up! To accept online invoice payments through Pebl, make sure Pebl is set up as a payment service in your Xero account.
You need to ensure Pebl (and no other payment provider) is enabled for your outgoing Invoice Branding Theme.
Step-by-Step Instructions:
Once Pebl has been assigned to your preferred Invoice Branding Theme: -
Create or send an invoice using that branding theme.
The customer will now see a “Pay with Pebl” button on their invoice and can pay via Pebl’s secure checkout.
The payment will be recorded in Pebl and automatically marked as paid and reconciled in Xero.
FAQs and Troubleshooting Tips:
Why don’t I see Pebl Pay in Xero?
You must first connect your Xero account in the Pebl app.
Does this work for recurring invoices?
Yes, if the branding theme includes Pebl Pay.