{"id":23123,"date":"2023-04-11T16:00:58","date_gmt":"2023-04-11T20:00:58","guid":{"rendered":"https:\/\/www.method.me\/?p=23123"},"modified":"2025-12-14T11:14:14","modified_gmt":"2025-12-14T16:14:14","slug":"xero-customer-invoice-portal","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/xero-customer-invoice-portal\/","title":{"rendered":"How to keep customers happy with a Xero customer portal"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Are you looking for a way to keep your customers satisfied and less stressed with their payment experience? A Xero customer portal is a great way to reap benefits like fast payment processing, which are sure to keep customers coming back.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this article, you\u2019ll learn all the benefits of a Xero customer portal. You\u2019ll also get a step-by-step walk-through on how to create a Xero customer portal. Finally, you\u2019ll see why Method CRM is the best way to make the most out of your Xero software.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s get started!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-does-xero-offer-a-customer-portal\">Does Xero offer a customer portal?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Xero offers a convenient customer portal that makes it easy to access all your customer information in a centralized area.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Imagine your customers being able to view invoices, expenses, bills, and bank transactions all in one place. Customers can also connect with Xero support via their customer portal if they have any inquiries.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let&#8217;s take a more detailed look at the benefits of using a Xero portal!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-a-xero-customer-invoice-portal\">Benefits of a Xero customer invoice portal<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">With a Xero customer invoice portal, your customers take control of their financial data and transactions while your accounting software stays secure.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are some of the advantages:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-get-paid-faster\">Get paid faster<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Waiting for customers to make payments is a frustrating situation. More importantly, it\u2019s bad for your business.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With a Xero customer portal solution, you accelerate your cash flow. When customers view their online invoice, they\u2019re able to pay immediately using the \u2018Pay now\u2019 button.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Better yet, you can give customers the choice to pay using debit card, credit card, bank direct debit, and more. With multiple payment options, customers have fewer excuses to delay payments. And you won\u2019t have to waste time chasing them.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"588\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/04\/Xero-payment-options-1-1024x588.jpg\" alt=\"Graphic of a phone screen showing a green checkmark to indicate a paid invoice, including payment options such as debit and credit card\" class=\"wp-image-23129 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/04\/Xero-payment-options-1-1024x588.jpg 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/04\/Xero-payment-options-1-300x172.jpg 300w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/04\/Xero-payment-options-1-768x441.jpg 768w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/04\/Xero-payment-options-1.jpg 1086w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/588;\" \/><\/figure>\n\n\n\n<p class=\"footnote wp-block-paragraph\"><em>Image credit: <a href=\"https:\/\/www.xero.com\/ca\/accounting-software\/accept-payments\/\" target=\"_blank\" rel=\"noreferrer noopener\">Xero<\/a><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The best part is that your customers\u2019 payments are safe since Xero provides multiple layers of security. So they no longer have to worry about fraudulent activity.<\/p>\n\n\n\n<h3 id=\"let-customers-selfserve\" class=\"wp-block-heading\">Let customers self-serve<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Today, customers expect to be able to get things done quickly. The Xero customer portal is designed to make self-service easy. Your customers no longer have to endure frustrating <a href=\"https:\/\/www.method.me\/blog\/customer-experience-portal\">customer experiences<\/a> with long wait times for assistance.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Through the portal, customers can take control of their accounts by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Updating their contact information.<\/li>\n\n\n\n<li class=\"\">Managing their account settings.<\/li>\n\n\n\n<li class=\"\">Uploading documents.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">When your customers can handle simple changes on their own, it saves time for both them and your support team. And when you reduce the number of emails and calls for support, your business can focus on handling more critical tasks.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not to mention, the Xero customer invoice portal is invaluable for any business looking to manage invoices and track payments. It allows your customers to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Access financial documents securely anytime.<\/li>\n\n\n\n<li class=\"\">Review, approve, and pay invoices online.<\/li>\n\n\n\n<li class=\"\">Download and print invoices.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 id=\"provide-247-support\" class=\"wp-block-heading\">Provide 24\/7 support<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A Xero customer portal allows you to provide 24\/7 support, meaning your business is always accessible to customers. If they\u2019re troubleshooting, Xero\u2019s easy-to-use support resources give them the answers they need without requiring the assistance of an employee.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And if your customers need further help, they can simply connect with Xero support via the Xero customer portal. From there, they can connect to customer service through email and live chat support.<\/p>\n\n\n\n<h3 id=\"personalize-the-customer-experience\" class=\"wp-block-heading\">Personalize the customer experience<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When your customers log into their customer portal, they have a familiar and user-friendly place to monitor their accounts. This is because the Xero customer portal personalizes the experience for every user.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As well as accessing their financial data, customers are able to get personalized advice and support that\u2019s specific to their requirements. Now, they can make much more informed decisions about their money.&nbsp;<\/p>\n\n\n\n<h2 id=\"how-to-create-a-xero-customer-portal\" class=\"wp-block-heading\">How to create a Xero customer portal<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Creating a Xero customer portal is an easy way to empower your customers to manage their own accounts. Here\u2019s how you can do it:&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Log into Xero and go to the \u2018Invoices\u2019 tab.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Select \u2018Create Customer Portal\u2019 from the options on the left-hand side of the page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Choose the customer from the dropdown list and click \u2018Activate\u2019.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Enter a name for your customer portal and an optional description.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Select the language you\u2019d like your customer to use when accessing their portal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. Click \u2018Create\u2019.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7. Now share the link with your customer so they can access their Xero customer portal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s as easy as that \u2014 your customers can now use the Xero customer portal to manage their own accounts!<\/p>\n\n\n\n<h3 id=\"connecting-your-xero-customer-data\" class=\"wp-block-heading\">Connecting your Xero customer data<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Xero customer invoice portal allows you to connect to your customer data in order to get the insights you need. With a few clicks, you can easily access customers\u2019 information, create invoices, and track payments in real time.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Thanks to the added security of two-factor authentication, your customers are assured that their data is safe and secure.&nbsp;<\/p>\n\n\n\n<h2 id=\"why-method-crm-is-the-best-option-for-xero-usersnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbspnbsp\" class=\"wp-block-heading\">Why Method CRM is the best option for Xero users                             <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re looking to make the most out of your Xero software, then <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM is the all-in-one solution for you. It\u2019s a powerful CRM that allows your customers to self-serve through a custom online portal.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you spend a few minutes of every day collecting credit card information or reprinting invoices for each of your clients, it adds up fast. Not to mention, it\u2019s tedious and repetitive. Method CRM provides a secure and easy-to-navigate place for your customers to access your business 24\/7.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you give your&nbsp; customers the flexibility to access invoices and pay beyond business hours through the portal, you face significantly less late payments as a result. And with Method CRM\u2019s online payment gateways, customers have even fewer reasons for delaying payments.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"703\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2-1024x703.png\" alt=\"An online customer portal view\" class=\"wp-image-14648 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2-1024x703.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2-300x206.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2-768x528.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2.png 1156w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/703;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Method extends payment options by integrating third-party payment services, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Authorize.Net.<\/li>\n\n\n\n<li class=\"\">Shuttle.<\/li>\n\n\n\n<li class=\"\">Moneris.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">So now your customers have more control over how and where they pay, but Method CRM takes it a step further. With a 24\/7 customer support portal, customers can connect with you beyond business hours to get help whenever they need it too.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To reduce obstacles even more, payments show up instantly in Xero, so there\u2019s no waiting time for processing! This is what keeps Method CRM ahead of the curve: its two-way sync with Xero.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This means that those updates to your invoices and any other information in Method CRM instantly reflect in Xero and vice versa. There\u2019s no need to keep re-keying information or worry about inaccurate double-data entry.&nbsp;<\/p>\n\n\n\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913484859?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Automate workflows with the best CRM for Xero - Method\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"wp-block-paragraph\">Now, you can spend more time growing your business. Or even take a much-needed break! Whether you\u2019re at your desk or not, your customers can still make payments, bringing cash into your business faster and more reliably.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM, you simplify workflows and save time while keeping your customers happy.<\/p>\n\n\n\n<h2 id=\"recap-how-a-xero-portal-keeps-your-customers-happy\" class=\"wp-block-heading\">Recap: How a Xero portal keeps your customers happy<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A Xero customer invoice portal simplifies your payment process and ensures that your customers stay satisfied, so they keep coming back.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Take your Xero capabilities to the next level with a CRM solution like Method CRM that gives your customers the power to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Self-serve to view, pay, and download invoices.&nbsp;<\/li>\n\n\n\n<li class=\"\">Choose from multiple payment options.<\/li>\n\n\n\n<li class=\"\">Enjoy a powerful two-way sync with Xero for automatic processing.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Extend Xero\u2019s potential for your customers with a <a href=\"https:\/\/signup.method.me\/methodcrm\/\">free trial<\/a> of Method CRM.<\/p>\n\n\n\n<p class=\"footnote wp-block-paragraph\"><em>Image credit: Prostock-studio via <\/em><a href=\"https:\/\/stock.adobe.com\/ca\/images\/two-diverse-women-using-tablet-while-shopping-in-clothing-store\/295515648?prev_url=detail\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Adobe<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here&#8217;s how to keep customers less frustrated and more satisfied by using a Xero customer portal!<\/p>\n","protected":false},"author":44,"featured_media":23127,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[165],"tags":[],"class_list":["post-23123","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-experience"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Keep Customers Happy With Xero Customer Portal &#8212; Method<\/title>\n<meta name=\"description\" content=\"Learn how to create a Xero customer portal to keep customers satisfied. 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