Invoice integrations overview

Whether you are a wholesaler or professional service provider, issuing invoices to get paid by your customers has always come with various challenges such as creating physical or PDF invoices, instructing customers on how to pay, offering preferred payment methods, and reconciling payments with invoices. All of these can cause delays in receiving payment and closure of books.

Airwallex offers the following options to help you overcome these challenges and streamline invoice payments:

• Airwallex invoices using the web app or API. See Get started with invoicing.
• Integrations with third-party accounting and invoicing software, including Xero and Netsuite.

Xero invoice payments

With Airwallex's Xero invoice payment integration, you can accept payments via 30+ payment methods in any currency from anywhere in the world, including credit and debit cards, Apple Pay, and Google Pay.

Xero Invoice payments use the same pay-as-you-go online payment pricing, with no extra fees for integrating directly with Xero. If surcharging is permitted in your region, you can also pass payment processing fees on to your customers as a surcharge.

Before you begin

• Make sure Online Payments is enabled on your Airwallex account.
• You've applied for the payment methods you want to offer before connecting with Xero.

Step 1: Connect to Xero and set up your account

1. Log in to the Airwallex web app and navigate to Settings > Connections.
2. Search for "Xero" or click Accounting & ERP to find Xero. Click Xero and follow the steps to log in to your Xero account.
3. Select which of your Xero account's branding themes you'd like to set Airwallex as the default payment method for.
4. Optionally, you can set up the following after establishing the connection.
   • Bank feed connection to sync all transactions that affect your Airwallex wallet balance into Xero. The Xero Bank Feed connection will be activated as part of this setup allowing you to reconcile expenses and bills with wallet transactions.
   • Expenses and bills connection to sync your Airwallex expenses and bills into Xero.
   • Payments feed connection for a better payments reconciliation experience.
   • Invoice Payment connection to use Airwallex payment links generated on Xero invoices. If you'd like to set up a surcharge, follow the prompts to be redirected to the Payment Settings page to set a fixed surcharge percentage to be added to each Xero invoice transaction made by cards or Apple Pay and Google Pay. The surcharge rate feature is only available to non-EU based merchants.

Step 2: Send out an invoice and get paid

After the connection is established in your Airwallex web app, log into your Xero account. Within your Xero account, create an invoice and in the "Online Payments" section, make sure Airwallex is selected.

When you send out a Xero invoice with Airwallex selected as the payment method, your customer will see a "Pay now" button on the top left corner of their invoice. When they click on it, they will be directed to an Airwallex hosted payment page to complete the transaction. After the payment is completed, your customer can enter their email address to request an emailed receipt.

Step 3: Track payments and reconcile

After a payment has been received for your Xero invoice, you will receive an email notification. You will also see a line item for the payment show up in your "AWX - AUD Invoices" bank account. A bank account will be created for every currency you receive payments in. This represents the payment received but not yet settled into your wallet.

After the payment has been settled into your wallet, you will see it show up in your "AWX Online Payments - AUD" bank account as a line item representing the transaction total amount, a few line items representing the fees associated with the transaction, and one line item for the surcharge amount if you have enabled surcharges.