Are you a business owner using Xero for your accounting? Want to simplify your payment processing and take advantage of Helcim’s Interchange Plus pricing? The Helcim Xero integration might be the perfect solution!
This article will provide a beginner-friendly overview of the Helcim Xero integration: what it is, how it works, and its key benefits for your business.
In this article
What is the Helcim Xero integration?
The Helcim Xero integration connects your Helcim account to your Xero account. It allows you to accept payments from your customers directly on your Xero invoices, using Helcim as your payment processor. This integration streamlines the payment process for you and your customers and can help you save money on processing fees.
How does the Helcim Xero integration work?
The Helcim Xero integration adds a Pay Now button to your Xero invoices.
When your customers click this button, they can securely enter their payment information and pay the invoice.
Helcim then processes the payment, and the integration automatically records the transaction in both Helcim and Xero.
The integration also creates a Helcim clearing account in Xero. This account automatically reconciles your Helcim payments, fees, and bank transfers, simplifying your bookkeeping.
Key benefits of the Xero integration
Interchange Plus pricing: Helcim offers Interchange Plus pricing, which can save you money on processing fees compared to other payment processors.
Simplified payment processing: The integration streamlines the payment process for both you and your customers, making it faster and easier to get invoices paid.
Automated accounting: The Helcim clearing account in Xero automatically reconciles your transactions, saving you time and reducing the risk of errors.
Real-time synchronization: The integration keeps your Helcim and Xero accounts in sync, so you always have an up-to-date view of your finances.
How to get started
To get started with the Helcim Xero integration, you'll need a Helcim account and a Xero account. You can then connect your accounts by following the steps in our setup guide:
Next steps
Ready to explore the Helcim Xero integration? Here's what we recommend checking out next:
FAQ
What are the requirements for using the Helcim Xero integration?
To use the Helcim Xero integration, you need both a Helcim account and a Xero account.
Does the Helcim Xero integration support automatic payments?
Yes, the Helcim Xero integration offers an Auto-Collect feature that allows you to automate payments for your Xero invoices. You can find more details in our guide: Automate invoices with Xero Auto-Collect.
Where can I find detailed instructions on setting up the integration?
You can find a step-by-step guide on setting up the integration here: Setting up the Helcim to Xero Integration.