🔗 Step 1: Copy Your ClientPay Link
First, generate the unique URL for the account where you want to receive payments.
Log in to the AffiniPay/ClientPay web application.
Click the Charge tab in the top navigation.
Locate the specific deposit account you wish to use.
Click Actions > Show & Copy Page Link.
Copy the link provided in the pop-up box.
🛠️ Step 2: Configure Xero Settings
Once you have your link, you need to tell Xero to include it as a custom payment option.
Log in to your Xero account.
Navigate to Settings > Payment Services.
Look for the option to Add a custom payment link.
Give the service a name (e.g., "Pay via ClientPay").
Paste the link you copied from ClientPay into the URL field.
Save your changes.
✅ Step 3: Apply to Invoices
To ensure the link appears for your clients, apply the new payment service to your invoice templates:
Go to Invoice Settings.
Find the template you use (e.g., Standard).
Assign your new ClientPay service to that template.
📋 Quick Reference
Step | Action | Platform |
1 | Copy Page Link | ClientPay |
2 | Add Payment Service | Xero |
3 | Update Templates | Xero |
Tip: If you have multiple bank accounts (e.g., Trust and Operating), you can create multiple custom payment services in Xero and assign the correct one to the appropriate invoice template.