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      How do I integrate Confido Legal with Xero?

      This article outlines how to use Confido Legal with the Xero invoicing system.

      Overview Video 

       

      Prerequisites

      Tip: If you are accepting payments for both trust requests and invoices, we recommend creating two separate standing links - one for trust deposits and one for invoices.

      Connect Confido Legal and Xero

      • Log in to Xero.
      • Click the name of the firm in the upper left corner of the home screen.
      • Click Settings and then select Payment services.
      • In the Other Available Payment Services section, click Add Other.
      • Click Custom Payment URL.
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      • Complete the Add Custom URL form.
        • Name: Confido Legal or (Confido Legal Trust)
        • Your custom URL: paste the URL from the Standing Link you created earlier.
          • Add the following to the end of the Standing Link URL to prepopulate the amount due and the Xero invoice number into the Standing Link when the client clicks the link:   ?dollarAmount=[AMOUNTDUE]&clientNotes=[INVOICENUMBER]
        • Pay now text: Pay Online
      • Click Save.
      • Click Manage Themes on the Payment Services page and add Confido Legal to the appropriate billing theme.

      Please note: to accept trust payments, we recommend creating a separate billing theme in Xero. Repeat the steps above to add a Confido Legal (Trust) payment service with a separate Standing Link designated for the trust account. Then attach the Confido Legal (Trust) service to the trust billing theme.

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      • After payments are made, you will need to apply the payments to the corresponding invoice in Xero.

      Tip: you can automatically apply the payments to their corresponding invoice using Zapier. See our related article on Connecting Confido Legal and Xero via Zapier.