• Log in to B2Bpay with your normal credentials.
• Click on the ‘My Xero Bills’ tab and click on the ‘Sign in with Xero’ button.

• This will take you a page where you need to log in to Xero.
• Once you have signed in you need to click “Allow Access”
• Then click “Connect”

Choose a “Payment Account” and “Expense Account” from what you have configured in your Xero profile: 

Payment Account:  choose the credit card (or bank account only if using a debit card) that you will use to pay bills in B2Bpay: 

• Payments you make in B2Bpay will be automatically recorded to this account within Xero to save you time reconciling payments. 
• If you don’t have your credit card set up in Xero,  set up a new Payment Account in Xero, then return and refresh the B2Bpay page.  
  Note: In Xero, add credit card feeds using the ‘Add Bank Accounts’ screen and you need to search for ‘card’ to see all available credit cards. More info: Adding card accounts in Xero. 
• If a Payment Account you already have in Xero is not displayed,  add a Code to the Account in Xero,  then return and refresh the B2Bpay page. 

• Want to use multiple cards with B2Bpay? – visit the B2Bpay ‘My Wallet’ page later to link each card in B2Bpay to a different Xero Payment Account.

Expense Account:  where you want to record B2Bpay payment processing fees in Xero (e.g. Bank Fees or similar).  

• Many users simply select Bank Fees as the Expense Account to record B2Bpay payment processing fees. 
• If you wish, you can set up a new separate Expense Account in Xero for B2Bpay fees and then return and refresh the B2Bpay page. 
• This selection is just for B2Bpay payment processing fees. When you pay a bill in B2Bpay, the bill will be updated under its existing Expense Code (e.g. Rent, Telephone, etc.). 

• You will then be taken to a screen which will show all approved bills which are synced from Xero and ready to pay. Simply select which ones you would like to pay, and the day you would like to pay, then click “$ Pay Selected”.

You may need to provide or confirm bank details if this is the first time you are paying a supplier or we haven’t been able to match them in our system.

And that’s it, you’re connected. Every time you log in to B2Bpay simply click on the ‘Pay Xero Bills’ tab.

We’ve put together a short video below that steps you through the above steps.

When you log in to B2Bpay and click on the ‘Pay Xero Bills’ tab, all of the bills you have loaded into Xero will be there ready to pay. Simply click and pay with the credit cards you have stored in your B2Bpay wallet. 

If we don’t have enough details to process your payment (for example, BSB & bank account details), you will be prompted to enter these details. 

We have put together a short video below which steps you paying your Xero Bills in B2Bpay.

B2Bpay processes your payment and automatically updates Xero by:

• recording your payment of the bill;
• posting the payment processing fee to your nominated Expense Account (eg. Bank fees);
• recording the total payment amount in your nominated Payment Account; and
• making the required automatic entries in your ‘B2Bpay Clearing Account’, which is an account in Xero used to automatically separate the total amount you paid into the bill payment and the processing fee

With B2Bpay making automatic entries in Xero, there is not much for you to do. All you do need to do is to reconcile your Accounts to make sure they are balanced.  

Payment Account: 
Your payment (the total amount including the processing fee) will appear in the Xero Payment Account that you linked in B2Bpay – this should be the credit card you used to pay in B2Bpay. 

This is a virtual account that is automatically created when you connect B2Bpay to Xero.  

This account is required to enable each transaction you make using B2Bpay to be split up into: 

• the bill amount so that this amount can be recorded as a payment on your bill; and 
• the B2Bpay payment processing fee amount so that this amount can be recorded as an Expense in your nominated Expense Account. 

The total amount you pay will also be automatically recorded to your nominated Payment Account. 

Example; if you pay a $100 bill in B2Bpay and the payment processing fee is $1.50, the following transactions will be automatically created in the B2Bpay Clearing Account: 

• $100 so that this amount can be automatically recorded as a payment of the bill; 
• $1.50 so that this amount can be automatically recorded as an Expense in your nominated Expense Account; and 
• $101.50 so that this amount can be automatically recorded to your nominated Payment Account (to match the total amount charged to the card you used). 

For info on how to reconcile transactions, see the question: What happens once I have made a payment? 

When connecting B2Bpay to Xero, the online steps will guide you through selecting the correct Payment Account and Expense Account to set yourself up for easy payment processing and recording. 

If you have already connected B2Bpay to Xero, here’s how you should have everything configured: 

Payment Account:  

• This is the credit card or bank account (if using a debit card) that you will use to pay bills in B2Bpay. 
• Payments you make in B2Bpay will be automatically recorded to this account within Xero to save you time reconciling payments.  
• It’s important to have the correct Payment Account(s) linked so that Xero reconciliation works correctly. 
• You can change your linked Payment Account(s) at any time on the B2Bpay ‘My Wallet’ page. 
• If you don’t have your credit card already set up as a Payment Account in Xero, set up a new Payment Account in Xero.  
  Note: In Xero, you add credit card accounts / feeds using the ‘Add Bank Accounts’ screen and you need to search for ‘card’ to see all available credit cards. More info: Adding card accounts in Xero. 

• If a Payment Account you already have in Xero is not displayed in B2Bpay, add a unique Code to the Account in Xero,  then change your linked Payment Account on the B2Bpay ‘My Wallet’ page. 
• Want to use multiple cards with B2Bpay? – that’s fine, just ensure you visit the B2Bpay ‘My Wallet’ page to link each card in B2Bpay to the correct Xero Payment Account. 

Expense Account:  

• This is the where you want to record B2Bpay payment processing fees in Xero. Many users simply select Bank Fees as the Expense Account tor B2Bpay payment processing fees. 
• This selection is only used for B2Bpay payment processing fees. When you pay a bill in B2Bpay, the bill will be updated under its existing Expense Code (e.g. Rent, Telephone, etc.). 

• If you wish, you can set up a new separate Expense Account in Xero  for B2Bpay fees. 
• To change your the Expense Account you have linked in B2Bpay, you will need to disconnect B2Bpay and Xero and then reconnect.