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      1. Confido Legal Support Center
      2. Integrations
      3. Xero

      How do I integrate Confido Legal with Xero?

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

      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.
        • Pay now text: Pay Online
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      • 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.