Accepting payments from your Xero invoices directly into your merchant account is possible thanks to our integration with the Xero accounting system.
Additionally, you can sync all other payments that have been made to your merchant account (payment link, eCommerce, etc) and their corresponding fees.
To do this you just need to follow the steps below. If you have any problems setting everything up, you can head to our troubleshooting section to resolve them.
If you already had the Xero app connected to upload your Business Bank feeds, you can skip this step.
- Click the
Marketplacesection on the left navigation panel in your Revolut Business web portal (or visit this link)
- Find the Xero app
- Click the
Getbutton to initiate the connection process
- You will be redirected to Xero to grant permissions to Revolut Business to upload the transactions of your choice in Xero
- When you are redirected back to the Revolut Business Web portal, you have two options:
- You can click the
Sync all accountsbutton to start syncing all the transactions from both your Bank and Merchant accounts (We will create corresponding Bank accounts in Xero for you);
- Or, if you prefer not to sync all your transactions, you can click
Manage accounts manuallyto select which accounts should be synced. Take a look at the next step for more information.
- You can click the
If you clicked
Sync all accounts in the previous step, you can skip this step.
If you already had the app installed or you exited the process of connection before choosing the accounts to sync, you can get to this screen by going to your Xero app in the marketplace and selecting
Manage bank and merchant accounts.
In the screen that contains all the accounts, enable the relevant accounts and select the date from where you would like the transactions to start being synced.
To make Invoice payments work, you need to enable at least the merchant account with the currency that will be used to pay your Xero invoices.
Once you have the app connected and have selected a merchant account for syncing, you can go back to the Xero App main screen and click the
Set up invoice payments button.
This will kick off a series of checks and processes to make it as simple as possible for you to get your invoices paid via Revolut.
You might get prompted to grant permissions again to Revolut Business to make changes to your Xero account. This is to make sure we can set everything up for you so you don't have to worry about the detailed process.
Once done, you will get a prompt that will redirect you to step #4 of this guide: doing the final adjustments in your Xero account to have Revolut available as a payment method on your invoices.
If the integration ever gets out of sync or broken, you can come back to this page and click this button to set everything up again.
All is done from Revolut's side. Now we just need to make Revolut Business available as a payment method:
Login to your Xero account and access the Invoice settings page
Edit your existing Branding theme by clicking
Edit. You can also create a new Branding theme if you prefer
Payment Services (Credit Card)section, select
Revolutfrom the dropdown
Savebutton at the bottom of the opened window
All done! Now all the invoices that are generated using this Branding theme will have a
Pay now button that will redirect your customers to Revolut Business' Hosted Payment Page. In there, they will be able to choose their preferred payment method (Credit card, Revolut Pay, Apple Pay, etc) to pay your invoice.
Finally, as soon as the payment is received, your invoice will be automatically marked as
Paid in Xero and you will see an Account transaction that is ready to be reconciled against the bank statements of the Merchant account that was synced in step #2.
Congratulations! You have successfully setup Revolut as a payment method on your Xero invoices. Also, all your ecommerce transactions will now be imported into Xero.