Offering POLi on Xero Invoices
Finding Your POLi Xero Link
1) Click here to access Merco Merchant Services
2) Log in using the Username and Password provided to you by email
3) Select Third Party Connectors from the top menu.
4) Copy your unique Xero link to the clipboard
Configuring POLi with Xero
1) Click here to setup POLi as a payment type in Xero (https://go.xero.com/Settings/
2) Login using your normal Xero credentials
3) If you have previously configured Xero to use POLi remove this service by clicking the edit button and select remove
4) Click + Add Payment Service and choose Custom Payment URL
5) Enter POLi in the Name box, and paste the unique Xero link from your clipboard into the Your custom URL box.
6) Click Save
7) Click Manage Themes next to POLi Payments. Select POLi for the invoice themes you wish to present a POLi payment option. Click Save.
Congratulations you can now start accepting payments via POLi. Should you need any help to configure Xero for POLi please make a support request to support@polipay.co.nz