Set up Airwallex integration

The Airwallex integration is currently in Beta testing and will be available soon for Australian customers. It will be available in all regions shortly after that.

Airwallex is an online payments platform that you can integrate with your account to allow your clients to make secure and convenient payments against the invoices that you send them.

Before you begin

You need to have an active Airwallex account to use when you set up the integration with . To set up your Airwallex account, go to the Airwallex website and follow the instructions.

Set up the integration

To configure the Airwallex integration with :

1. On the toolbar click the Settings icon.
2. Select the Integrations tab.
3. On the Airwallex tile, click the setup toggle , then Setup Integration.
4. Set up your Airwallex account:
   1. On the Airwallex website, log in to your Airwallex account.
   2. Choose the Airwallex account to integrate with your account.
   3. Select the options you require in the drop-down lists.
   4. Select the confirmation checkboxes and click Allow.
5. Set up your account for Airwallex:
   1. On the Airwallex Integration screen, select the payment link behaviour you require.
      • Choose the first option if you want to allow multiple progressive payments for an invoice.
      • Choose the second option if you want to allow a single payment for an invoice.
   2. Select the payment link value option you require.
      • Choose the first option for a fixed (unchangeable) amount, based on the invoice value.
      • Choose the second option to allow the customer to specify the payment amount.
   3. Select the currency to use for payments.
   4. Select the expiry period for the payment link. 14 days for example.
   5. If your account is integrated with your Xero account, select the G/L account in Xero to use for payments.
   6. Click Save to save the settings.

Enable Airwallex payments of invoices

Once the Airwallex integration has been set up, the way that you enable Airwallex payment of invoices for your clients depends on whether you are using the default template or a custom print template to create invoices.

Default template

When you use the default template with the Print PDF option for an invoice, a new checkbox: Airwallex Online Payment is available. If you select the checkbox, a link to the Airwallex payment page is included in the invoice.

Custom print template

A new merge field: <<AirWallexLink>> is available to include in your custom print template for invoices. When you use suitably set up custom print template with the Print PDF option for an invoice, this merge field results in a link to the Airwallex payment page being included in the invoice. 

Customer payments

When they receive the invoice PDF, your client can follow the embedded link and pay the invoice with their credit card. The options available to them during payment depend on the settings you chose when you set up the Airwallex integration.

Once the customer has made their payment, the invoice is flagged as Paid in and an unreconciled transaction is raised in the G/L account that you specified when you set up the Airwallex integration. When the money is received into that account by bank feed, you can reconcile the transaction.

Full details of the payment are displayed at the bottom of the invoice screen, including G/L account name, date paid, reference information and amount.