Set up Square payment service in Square + Xero integration

Overview

• You can now add Square as a payment service in Xero. Offer an online payment option to your customers whenever you send out an invoice from Xero.

How it works

Activate the Payment Service from the Amaka integration settings and apply relevant mappings on the settings page.

When you send out the invoice from Xero, your customer will receive a link to redirect them to the payment gateway. The integration will mark the invoice as paid after being successfully paid. Settlement and fees will sync accordingly so you can easily reconcile the deposit on your bank feed.

Setting up Payment Service (Express)

1. Open the integration settings.

2. On the left navigation panel, click Features.

3. Toggle on the Payment Service and click Save + Continue.

4. On the left navigation panel, click Settings → Payment Service.

5. Assign the branding theme (or invoice template) where you would like to attach the Payment Service.

6. Choose a location from Square where you would like to sync the transaction details of the Xero invoice payments.

7. Click Save + Continue and proceed to the activation of the integration.

Setting up Payment Service (Advanced)

1. Open the integration settings.

2. On the left navigation panel, click Features.

3. Toggle on the Payment Service and tick Advanced Features.

4. Click Save + Continue.

5. On the left navigation panel, click Settings → Payment Service.

6. Assign the branding theme (or invoice template) where you would like to attach the Payment Service.

7. Choose a location from Square where you would like to sync the transaction details of the Xero invoice payments.

8. Map the bank account where Square deposits the payments.

9. Continue with the mapping to finish the setup. The Accounts mapping guide is provided below.

10. Click Save + Continue and proceed to the activation of the integration.