Step 2: Import Settings

Before we import your data from xero, you have a couple of choices to make on what to enable for your Xero Contacts

1. Enable “Pay now” Allows your customers to make instant payment from your Xero Invoices (Xero Feature)

2. Enable “Auto Collection” Allow you to configure a Mandate for your Customers for Auto Collections, Once a Mandate has been activated (Internally or by Customer), the system will automatically collect and recon invoices based on the mandate configuration per contact.

3. “Pay Now Statement” The system can automatically send a statement with payment functionalities to your Customers, this is only for Contact where no Mandate is active.

4. “Skip” the Settings: User can skip the settings and configure once contacts at any time with in the “Setting” area in the system