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B2Bpay + Xero integration FAQs

General

Integrating B2Bpay with your Xero account provides you with a number of benefits including:

  • View and pay all your bills from Xero in B2Bpay.

  • The ‘‘Pay Now’ button on your Xero invoice template directs your customers to your B2Bpay payment page.

  • Save time and data entry with all payments (both payables & receivables) automatically recorded in Xero.

If you don’t have an accounting software program, you can talk to your accountant or bookkeeper and ask them which one they would recommend to suit your business. If you’d like to sign up to Xero – it’s easy, click here to try for free. 

Xero is a world-leading online accounting software built for small business.

Get a real-time view of your cash flow. Log in anytime, anywhere, on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

Use the Xero mobile app to reconcile, send invoices, or create expense claims – from anywhere. Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.

Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ‘Ok’ to reconcile. Click here to try for free.

Your business will earn 1 Qantas Point for every $100 you pay through B2Bpay. Plus your business can earn up to 3 Qantas Points for every $1.50 spent with Bonus Billers (depending on the agreement between the Biller and B2Bpay).*   

You business will earn 1 Qantas Point for every $20 paid to you using VISA or Mastercard.**

Your business can only earn points if you are a Qantas Business Rewards member. Join free here to earn points on payments with B2Bpay.

Making Payments

  • Log in to B2Bpay with your normal credentials.
  • Click on the ‘Pay Xero Bills’ tab and click on the ‘Sign in with Xero’ button.

  • This will take you a page where you need to log in to Xero.
  • Once you have signed in you need to click “Allow Access”
  • Then click “Connect”
  • Choose a “Payment Account” and “Expense Account” from what you have configured in your Xero profile. For the “Payment Account”, select the account that you use to fund payments to suppliers. This could be a credit card account, if you have it configured in Xero, or your bank account that you use to pay off your credit card. For “Expense Account”, choose an appropriate account to record payment processing fees – for example: “Bank Fees”.
  • You will then be taken to a screen which will show all approved bills which are synced from Xero and ready to pay. Simply select which ones you would like to pay, and the day you would like to pay, then click “$ Pay Selected”.

    You may need to provide or confirm bank details if this is the first time you are paying a supplier or we haven’t been able to match them in our system.

    And that’s it, you’re connected. Every time you log in to B2Bpay simply click on the ‘Pay Xero Bills’ tab.

We’ve put together a short video below that steps you through the above steps.

When you log in to B2Bpay and click on the ‘Pay Xero Bills’ tab, all of the bills you have loaded into Xero will be there ready to pay. Simply click and pay with the credit cards you have stored in your B2Bpay wallet. 

If we don’t have enough details to process your payment (for example, BSB & bank account details), you will be prompted to enter these details. 

We have put together a short video below which steps you paying your Xero Bills in B2Bpay.

B2Bpay processes your payment and automatically updates Xero by:

  • recording your payment of the bill;
  • posting the payment processing fee to your nominated Expense Account (eg. Bank fees);
  • recording the total payment amount in your nominated Payment Account; and
  • making the required entries in your B2Bpay Clearing Account’, which is an account in Xero used to automatically handle your payment and the processing fee.

Just as you would already do, reconcile the payment that will appear on your credit card with the payment in your Xero Payment Account.

Receiving Payments

Connect B2Bpay to Xero and a ‘Pay Now’ button will appear on the invoices you send to customers. This button directs to your payment page with all the invoice details already pre-populated. And when your customer pays, their payment automatically reconciles in Xero. How awesome is that?

To do this, you need to complete the following steps:

  • Log in to B2Bpay as a Biller. Click here to log in.
  • Log in to B2Bpay with your normal credentials.
  • Once you are logged in click on “Profile” on the left hand side of the screen.

  • Then click on the Xero Tab on the right hand side.

  • Scroll to the bottom and click on the “Sign in with Xero” button.

  • This will take you a page where you need to log in to Xero.
  • Once you have signed in you need to click “Allow Access”
  • Then click “Connect”
  • Choose “Payment Account” and “Expense Account”.  “Payment Account” is the account you receive the funds the customer pays to you and the account in Xero that B2Bpay will automatically record their payment.  For “Expense Account”, choose an appropriate account to record payment processing fees. For example: “Bank Fees”. This is only relevant if you have chosen to pay (and not pass on) the payment processing fees.
  • If a Payment Account you have in Xero is not displayed, add a Code to the Account in Xero and then return and refresh this page. 
  • How to add a Code: Click on the link above, and select account you want to receive your customer payments into. Then add a code into the “Code” field – it can be any unique 3 digit number you like. Once you have completed this step, refresh the page in B2Bpay so the Payment Account will be displayed. 

Wonderful, you’re now connected.

 

The ‘Pay Now’ button on your Xero Invoices will have a ‘Pay with B2Bpay’ option which will direct to your branded payment page with invoice data pre-populated, and payments will be reconciled in Xero.

We’ve put together a short video below to show the above steps.

You can have more than one payment option in Xero for your customers to pay you, if you choose (see example below). The benefit of your customers paying you by B2Bpay is that it is at no cost to you, plus you and your customers earn Qantas Points.

When your customers pay you via the ‘Pay with B2Bpay’ button on your invoices, the invoice is updated as paid. If your customer doesn’t pay the full amount, the invoice amount will be changed to show the remaining balance.

Enquire below and a member of our team will be in touch promptly.

If you'd prefer to call, dial 1300 205 575

* Mandatory fields

B2Bpay is launching very soon and to receive an alert once it does, email us at: info@b2bpay.com.au and we’ll keep you posted.