How to Set Xero Accounts for Payment Method Types


With the Simple Salon and Xero connection, it is possible to set the account in Xero that your Payment Method Type data is sent to. 

This can be set by going to Admin > Lists > Select Payment Methods from the Select List dropdown menu.

Click Edit next to the Payment Method, then under Xero Account click 'Select'. 


Xero Account will turn into a drop-down menu, where you can select the relevant account:

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Once you've selected the appropriate account, click Save. You will want to repeat this process for each of your Payment Method Types.

Note: The 'Xero Account' options in this drop-down menu will first need to be setup in your Xero account. Once they're created in Xero, you will be able to select them from this drop-down menu.

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

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