Xero

Step 1: Open Connections

In the Business Portal, go to Settings, scroll to the bottom and select Connections. If you have not connected anything yet, the list is empty.

Step 2: Add a New Connection

Select Add new connection in the top right. A panel opens with two stages: Connect to provider and Configure connection.

Step 3: Choose Your Brand

In the Brand dropdown, choose the brand you want to use for your invoices. Xero is already selected as the provider.

Once you pick a brand, the payment methods it offers are displayed - for example Pay Later, Bank app and Card. These are the options your customers see when they pay an invoice, so choose the brand that has the right methods enabled.

Step 4: Connect to Xero

Select Connect to provider. Xero opens and asks you to log in.

Step 5: Allow Access to Your Xero Organisation

Xero asks you to choose the organisation you want to connect and to allow Super access to it. You can only add one organisation at a time. Select Allow access to continue.

Step 6: Configure the Connection

You are returned to Super, where the Xero organisation you just added is shown. The panel also shows which Xero login authorised the connection.

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Who can add organisations later

Only the Xero login that authorised the connection can add another organisation to it later.

Choose the Bank account you want funds to go into when an invoice is paid, then choose the default Xero Invoice template you want to use.

Step 7: Add the Connection

Select Add new connection. A confirmation message is displayed and your new connection appears in the list with an Active status.

Step 1: Create a New Invoice

In Xero, create an invoice as you normally would, adding the contact, dates and line items.

Step 2: Choose Super Payments as the Payment Method

In the Online payments field, choose Custom, then select Super Payments from the list of online payment methods. Make sure Super Payments is switched on, then select Apply.

Step 3: Approve and Send the Invoice

Finish and approve the invoice. Once approved, the invoice details show Super Payments as the online payment method.

The person who receives your invoice has a link to pay it. The link opens a page showing the amount due and a Pay with Super Payments button.

Selecting the button takes them to the Super checkout, where they choose how to pay. The payment methods shown are the ones configured in the Business Portal for the brand you chose when setting up the connection.

One Active Connection at a Time

You can only have one active Xero connection at a time. If you try to add a new one while another is active, a message is displayed in the panel and you cannot continue. Revoke your existing connection first, then add the new one.

Revoking a Connection

On the Connections page, select Revoke next to the active connection. You are asked to confirm - select Revoke connection.

Once revoked, the connection stays in your list with a Revoked status. You need to reconnect Xero to use it again.

Viewing Connection Details

The Connection details panel shows your active connection's Xero organisation, bank account and invoice template.

You can change the bank account and select Save changes. To connect another organisation, select Add another Xero organisation, which reconnects with Xero so you can grant access to it.