Add ‘Pay Now’ button to Xero Invoices

Overview

Pay Advantage automatically applies a “Pay Now” button to your Xero invoices, no manual configuration required in Xero.

When your customer clicks the Pay Now button, they are directed to a secure Pay Advantage payment portal where they can:

• Pay for the invoice instantly using their preferred credit card or via PayID option.
• Create a payment plan to pay the invoice using instalments
• Generate a BPAY reference number to pay through their internet banking (please note, to add BPAY to PDF invoices read here)

Payments made via credit card, PayID or payment plan are automatically applied to the corresponding Xero invoice once approved.

Step 1 – Configure Payment Portal in Pay Advantage

Before enabling the Pay Now button, ensure your Payment Portal are configured:

1. Navigate to Settings → Payment Portal.
2. Set up your Logo and Brand colour under Payment Portal Branding.
3. Choose which Payment Methods to display to customers under Configure Payments. If BPAY is enabled, customers can generate BPAY reference.

Step 2 – Selecting Branding Themes

Merchants can choose which of their Xero Branding Themes the Pay Advantage button should be attached to:

1. In the Pay Advantage settings, a lists shows all available branding themes from Xero.
2. Select the theme(s) where the Pay Advantage button should appear.
3. Once saved, the settings become locked to prevent accidental changes.

Step 3 – Payment Processing

Once the Pay Now button is active:

• Customers clicking the button are redirected to the Pay Advantage payment portal.
• Payments made via credit card, PayID or payment plan are automatically recorded and applied to the corresponding Xero invoice.
• BPAY payments will generate a reference number for your customer to complete payment via their internet banking.

Managing Payment Services/Removing button

Further changes to the Pay Now button must be done manually in Xero:

Navigation:
Sales → Sales settings → Invoice settings → Payment Services → Connected services → Edit

• Updating or Removing a Payment Service from a Branding Theme
  • Use Manage Themes within Xero to detach the service from specific invoice branding themes.

• Deleting a service is only required if you want to completely remove it from Xero.

• When deleting a service, Xero will display a confirmation warning.

• Disconnecting Xero from Pay Advantage
  • Settings are preserved in Pay Advantage.
  • If Xero is reconnected later, the configuration is restored automatically.
  • Clicking the old Pay Now button while disconnected shows an error instead of processing a payment.

Related Articles

• Connect Pay Advantage & Xero
• Add BPAY to your PDF/Printed Invoices
• Clearing Account & Reconciling Payments
• Disconnect Xero Account