User Guide
Before beginning the sign-up procedure you will need to be an existing customer with Eazy Collect and Xero. If you do not already have an account with Eazy Collect, then please contact our sales team on 01242 650052, or via our website at www.eazycollect.co.uk. To sign up for a Xero account and to sign up for their services, visit their website at www.xero.com.
Please have the email from Eazy Collect that contains your API and Service User Number (SUN) details to hand as you will need these to complete registration.
After creating your account, click on the "Configure Eazy Collect" button in the top menu.
Connect to Eazy Collect
On the Api tab, type in your client code and api secret and click Save.
Select a Payment Schedule
On the schedule tab, select a schedule to be used and click Save.
Enter Direct Debit Information
And finally on the DD Info tab, enter your Service User Number (SUN), SUN long and short names, company name, customer service email address and telephone number to complete the link with Eazy Collect.
Connect to Xero
Now, go to configure Xero in the menu and click connect to Xero.
Authorize the Application
You'll be taken to the Xero website, where you'll need to login using your Xero account credentials then select the Xero organisation you'd like to use and click authorise.
Select Xero Account
On the Account tab select the Xero account for payments to be made to in Xero and click Save.
Configure Payment Service
Next we need to set the payment url for the payment button that is sent to customer. This can be done by going to https://go.xero.com/Settings/PaymentGateways then clicking 'Add payment service' and selecting 'Custom payment url'.
Add Custom Payment URL
Then typing in Name of Eazy Collect and then pasting in your custom url of http://customer.xo.eazycollect.co.uk/pay/[SHORTCODE]/[INVOICENUMBER] ensuring that there are no spaces before or after the URL.
Add Payment Service to Invoices
You'll then need to apply the payment service to your invoice theme, by going to "Edit" and clicking "Invoice Themes" and ticking the theme that you use for your invoices and clicking save.
