Once you have linked your Xero account to Curlec, you will be able to link a mandate to a Xero contact when creating a new mandate. This allows collections to be made against the mandate when invoices are created for the customer.
To link mandates to Xero contacts:
Click on the main menu in your Curlec dashboard.
Select “Mandate” -> “New Mandate”.
Click the “Use Contact from XERO” toggle and a drop-down list of Xero contacts will appear.
Select a contact to be linked and complete the mandate form.
Once the mandate is approved, the mandate reference number will appear as the Account Number (Acct #) in your list of contacts in Xero, as shown below:
To enable Xero integration for your account, kindly get in touch with our support team at support@curlec.com.
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