To request for an Instant Pay, you need to first ensure that a payment link has been set up on Xero (this is automatically done when you connect your Curlec account to Xero; to view the configuration, go to Xero Settings > Payment Services > Connected Payment Services > Edit > Service Details). This allows you to collect one-off payments from your customers for Xero invoices.
To request Instant Pay from Xero:
Create an invoice as usual in Xero.
Click “Send” on the top right to request for payment via email.
If your account is linked to Curlec, the invoice status will be updated automatically once the payment is made.
Your customer will receive an email with a button which redirects them to the payment page.
To enable Xero integration for your account, kindly get in touch with our support team at support@curlec.com.
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