Overview:
Pebl makes it easy to accept payments for Xero invoices without needing to be face-to-face. Share a payment link—the customer pays online, and Pebl marks the invoice as paid in Xero.
Step-by-Step Instructions:
Go to invoice tab in your Pebl app
Choose one of the following: -
Create a new invoice:
Tap the + button
Add your product/s to the invoice
Select a customer from your synced Xero contact list (or create a new one).
Review invoice details, ensuring GST & surcharging preferences are correct.
Tap Other invoice payment options.
Select an existing invoice:
Scroll or search to find the pending Xero invoice you'd like to process.
Tap the invoice to + add payment
Once the invoice is displayed, tap Share payment link, and choose how you wish to share to your customer.
✅ Once shared, the customer will be able to click on the link and complete payment using their preferred method. Upon successful payment, the customer will automatically receive a receipt via email - and you'll be notified of the payment.
💡 Pro Tip
Regardless of how the customer has paid, Pebl will automatically reconcile the successful payment with your Xero account, marking the invoice as Paid and updating settlement and fee accounts.
Pending Invoice - Quick Walkthrough
New Invoice - Detailed Walkthrough (with Xero dashboard)
FAQs and Troubleshooting Tips:
Can I send links after the invoice is created?
Yes, links can be copied from Pebl anytime via the Invoice order information screen. Just find the pending invoice and re-select "Share payment link".
What if a customer doesn't pay?
Follow up manually in Xero, or resend the link from Pebl.