Secure card payments for Xero
on Paytia SecureFlowYour team finds any Xero invoice or customer from inside Paytia, pulls the details through automatically, and takes the payment — without ever logging in to Xero. The moment it's paid, Paytia writes it back over the API: the invoice is marked paid, a note is added, and a matching transaction is created, ready to reconcile.
- No Xero access needed for your agents
- No re-keying, no copy-and-paste
- Invoice and customer details fill themselves in
- Paid invoices reconcile themselves in Xero
- Card data never touches your business
- Works with any connected payment gateway
How it works with Xero
Search Xero
Look up any invoice by number, or search by first name, last name or your own fields — right from the Paytia screen, with no Xero login.
Details fill themselves in
The invoice and customer data drop straight from Xero into the payment form. The correct amount due comes through too — no re-keying, no mistakes.
Take the payment
Take it over the phone, send a branded payment link by SMS or email, or charge a stored card — securely, through any gateway you've connected.
Paytia updates Xero
On payment, the invoice is marked paid, a note is added, and a matching bank transaction is created over the API — ready to reconcile, with no double entry.
0
Xero logins for agents
Auto
Write-back over the API
SAQ A
Card data off your systems
Any
Connected gateway
How Paytia works with Xero
Paytia connects to your Xero organization over the API and brings it to the agent's screen. Your team searches an invoice or a customer, the details populate the payment form, and the payment is taken in one place — then Xero updates itself. Here's the flow.
- 1
Search Xero
Look up any invoice by number, or search by first name, last name or your own fields — right from the Paytia screen, with no Xero login.
- 2
Details fill themselves in
The invoice and customer data drop straight from Xero into the payment form. The correct amount due comes through too — no re-keying, no mistakes.
- 3
Take the payment
Take it over the phone, send a branded payment link by SMS or email, or charge a stored card — securely, through any gateway you've connected.
- 4
Paytia updates Xero
On payment, the invoice is marked paid, a note is added, and a matching bank transaction is created over the API — ready to reconcile, with no double entry.
Why teams choose Xero with Paytia
No Xero access for agents
Your team searches and takes payment from one Paytia screen. They never log in to Xero, so you keep control of who sees your books.
No re-keying
Invoice number, amount due and customer details pull straight from Xero into the payment form — no copy-and-paste, no typos.
Reconciles itself
On payment Paytia marks the invoice paid, adds a note and creates a matching transaction, so your books stay right without anyone touching them.
Card data never touches you
Customers key their card on their own keypad. Your agent sees the entry but never the numbers, keeping the payment out of your PCI scope.
Any way to pay
Take it over the phone, send a pay-by-link by SMS or email, or charge a stored card — through any gateway you already use.
Revocable anytime
You authorize the connection once, and you can revoke Paytia's access inside Xero whenever you want.
Xero + Paytia — common questions
Do our agents need a Xero login?+
No. Your team searches Xero and takes the payment from inside Paytia — they never log in to Xero. You decide who has access to your books, and you can revoke Paytia's connection in Xero at any time.
How does Paytia update Xero when a payment is taken?+
The moment a payment authorizes, Paytia writes back to Xero over the API: it marks the invoice paid, adds a note, and creates a matching bank transaction ready to reconcile — so there's no double entry and no manual reconciliation.
Can we still take the payment by phone or by payment link?+
Yes. Once the invoice is pulled through, you can take the card over the phone, send a branded pay-by-link by SMS or email, or charge a stored card. It routes through whichever gateway you've connected.
Does this keep us out of PCI scope?+
Customers key their card on their own keypad and the tones are masked in real time, so card data never reaches your agents, your recordings or your systems. That keeps the payment out of your cardholder data environment.
Which Xero records can we search?+
You can look up any invoice by number, or extend the search to first name, last name or other fields to suit how your team works. The lookup fetches live from your Xero organization.
How do we set it up?+
It's a one-time authorization of the Xero connection, then your team is ready to search and take payments. We'll walk you through it on a short demo.
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Learn moreTake secure payments straight from Xero
Book a 15-minute demo. We'll show you searching a live Xero invoice, taking a masked card payment, and the write-back landing in Xero — then quote against your volume.
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