How do I set up a direct debit in Xero?
Setting up a direct debit in Xero is a great way to streamline your business's payment process. It allows you to easily collect payments from customers on a regular basis, without having to manually process each payment. This can save you time and money, as well as reduce the risk of missed payments. Additionally, setting up a direct debit in Xero can help you keep better track of your finances, as all payments will be automatically recorded in your Xero account.
Grace Everwood
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6 steps
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20 seconds
Xero
1
Go to [https://www.xero.com/](https://www.xero.com/) and log in to your Xero account.
2
Click on the "Banking" tab in the left-hand menu.
3
Click on the "Direct Debits" tab.
4
Click on the "Create Direct Debit" button.
5
Enter the required information in the fields provided, including the name of the payer, the bank account details, and the amount to be debited.
6
Click the "Save" button.