Setting up auto pay in Xero is simple and can help you streamline your bill payments. Here's how to do it:
1. Go to the "Pay Bills" Tab
From your Xero dashboard, navigate to the "Pay Bills" tab.
2. Select the Bill You Want to Pay
Choose the specific bill you want to set up for auto pay.
3. Click "Make Payment"
After selecting your bill, click the "Make Payment" button.
4. Choose "Auto Pay"
In the payment options, select the "Auto Pay" option.
5. Choose Payment Method
Select the preferred payment method for your auto pay. You can choose from bank accounts connected to Xero.
6. Set Payment Frequency
Set the desired payment frequency for the auto pay. You can choose to pay bills on a specific date, or on a recurring schedule.
7. Confirm and Save
Review the payment details and confirm your settings. Save the auto pay setup to complete the process.
Now, your selected bills will be paid automatically on the scheduled date using your chosen payment method.
Example:
- You can set up auto pay for your monthly electricity bill.
- You can choose to pay the bill on the 1st of every month from your linked bank account.
Practical Insights:
- Auto pay can help you avoid late fees and ensure timely payments.
- You can easily manage and modify your auto pay settings at any time.
Solutions:
- If you need help setting up auto pay, Xero offers comprehensive support resources.
- You can also contact Xero support directly for assistance.
