Connecting to Xero to Record a Payment from an Earth Class Mail Account

Set Up Your Xero + Earth Class Mail Connection: 

Step 1) Log into the Earth Class Mail customer portal.

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Step 2) Click on the “Menu” button and select “Settings."

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Step 3) From the “Settings” page, click on “Cloud Accounts” and then click on the “Xero(Beta)” Icon to connect.

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Step 4) A new window will open prompting you to enter your Xero account information.

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Step 5) After entering your email address and password, a prompt will appear requesting you to “Allow access”. If you have multiple organizations a drop-down menu will require you to choose the one you wish to connect to your Earth Class Mail account. Click on “allow access” to proceed.

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You will be redirected to the Earth Class Mail interface and see a confirmation that the connection was successful.  image11.png

 

Step 6) You should now see the Xero(beta) connection listed in the cloud accounts section with an optional “Disconnect” button.

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Step 7) Click on the Menu drop-down and select “Inbox” to return to the mail list view, and you’re ready to record a payment in Xero!

 

Record Payment for a Xero Invoice via Earth Class Mail:

1) Select an item with a deposited check. You can find deposited checks by selecting the ‘Payment Detected’ tag or by searching for a check number, item number or keyword in the search bar. Click the selected item’s “view details” button.

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2) Click the “Record Payment” button to open a tab that prompts you to choose a provider for recording the payment.

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3) Click on the Xero (Beta) icon.

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4) Search for a customer to assign the payment to by inputting the customer name and hitting the enter key. We’ll show you a list of matching customers; click on the customer name to apply payment from the list of results.

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5) You can search by a specific invoice number, or leave the search field blank and hit ‘Enter’ to view a list of invoices. Select the invoice you wish to apply payment towards. We will show you a list of available bank deposit accounts. Click to select a bank account to attach the payment to.

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6) A confirmation page will appear. Click “Record Payment” to complete the process. 

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A message will appear confirming the payment was recorded successfully.

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7) Your payment will be reflected in Xero under the Paid tab.

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