Connect your Lopay account to Xero invoicing and take advantage of our payment processing rates when your customers pay their invoices.
Connect your Lopay and Xero accounts in 2 easy steps
Please note: Our integration does not currently support the ability to sync historical Lopay data into Xero if it is unrelated to Xero invoices.
Step 1 of 2: Connect to Xero
In the Lopay app, select the "More" tab at the bottom of your screen.
Next select "Connect Xero".
This will ask you to sign in to Xero and connect your account.
Step 2 of 2: Account mapping
You will now need to select a Xero account to act as your ‘clearing account’ for Lopay payments. All invoices paid via Lopay will be recorded and automatically reconciled against the account you select here.
When you initially connect to your Lopay account with Xero, we automatically create a new clearing account for you called ‘Lopay clearing [LOPAYCLEAR]’. Feel free to use this account, or use one of your existing bank accounts to record Lopay payments against.
Next, you will need to select an expense account to record the Lopay transaction fees against.
Finally, you will need to select which invoices template (branding themes) you want to use with the Lopay payment service.
Your Xero and Lopay accounts are now connected!
After adding your custom URL to Xero, you can now use Lopay to accept payments for your Xero invoices. You will need to remember to select Lopay as the online payment method when creating your Xero invoice.
For any further questions or help, please email [email protected]