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How to use Atoa with your accountancy software, POS, and more.
Navdeep Yadav
By Navdeep Yadav and 1 other
• 5 articles

How to connect Atoa and Xero for instant invoice payments

Swap expensive card fees and slow bank transfers to get paid instantly from your customers' UK bank accounts. Our Xero integration takes under a minute to set up and helps get invoices paid faster for better cash flow control. What is a Xero invoice? Xero is a cloud-based accounting software that can be used to create customised invoices in seconds, which you can send to customers in a few clicks. Atoa is an official partner of Xero, and our integration is certified by Xero. How do I sign up for Xero? Head to Xero.com and click the "Try Xero for Free" button to start a 30-day free trial. Fill in your details, agree to the terms, and Xero will send you a confirmation email to get things rolling. Just click the link, set a password, and you're one step closer to sending invoices. Enter your business details and click "Start Trial" to finish. How do I sign up for Atoa? Head to our website and click the "Start 7-day free trial" button to get a week of free payments with no contracts or sneaky stuff. You'll be asked to provide details a few quick business and personal details, which should take no more than a few minutes. You'll also need to connect a bank account to receive payments. How does Atoa work with Xero? To start accepting instant payments, the business creates an Atoa account, links a bank account and connects Xero. They create an invoice and a ‘Pay now’ button appears which clients click to pay from their bank account using Atoa. The customer clicks the button from their phone or laptop, which takes them to a secure payment page. How customers pay with their smartphone - Customers scan the QR code which opens a webpage on their phone screen. Here, they select their bank and confirm the payment from their personal or business banking app using a fingerprint scan or face ID. The funds are instantly transferred to the business's bank account. How customers pay on their computer - Customers click the “Continue on this Device” button, select their bank and authorise the payment from their personal or business internet banking website. The funds are instantly transferred to the business's bank account. I’m a Xero customer, how do I connect my account with Atoa? Connecting your accounts to accept instant invoice payments is super easy and only takes 30 seconds. On the Atoa dashboard, head to “My Account” and click the “Integrations” tab directly. Select “Connect to Xero.”  Atoa will ask you for access to your Xero account and to confirm the bank where your Xero invoice payments will be made. Now you can create invoices directly in Xero and get paid instantly with Atoa. How much does it cost to connect to Xero? Connecting Xero with Atoa costs a tiny 0.7%  per transaction, plus a 10p fee. We're up to 60% cheaper than leading card payment providers. If you're already using  Atoa, you will enjoy your current rate with a small 10p Xero fee added on. No surprises, no extra hidden costs, just straightforward and transparent pricing. How can Atoa help with my business cash flow? Leading card payment providers can take up to 14 days to pay you. With Atoa, your money is in your pocket in seconds. This instant bank transfer feature gives you quicker access to your hard-earned money, which can help you run your business smoothly. How do customers pay with Atoa? There are two ways customers can pay with Atoa: Pay by Bank App (preferred) or online banking. Pay by Bank App (preferred) - Scan, pay, done. Your customer scans the QR code, sees the bill, picks their UK bank app, and pays. You get a notification from Atoa saying your payment has landed in your account. The payment is automatically reconciled with Xero. No phone? No worries. Your customer can skip the QR code and click "Continue on this device". They choose their bank and are then redirected to their internet banking to securely approve payment. You get a notification from Atoa about the payment landing in your bank account and the payment is instantly synced with your Xero account. What makes Atoa’s “Pay with Bank” option better than paying by card or bank transfer? Paying with Atoa is as easy as tapping a button. You don’t have to type in a million account details to make a payment. But there are more reasons why “Pay with Bank” is better… - More money in your pocket: You save up to 60% on your transactions than using your card machine. - Forget about chargebacks: You have peace of mind knowing your money is safe and sound. No more worrying about customers disputing payments or chargeback fees. - Faster payments: You don't have to wait days for payments to clear. Instead, money lands in your bank account in seconds. - Super secure: Customers pay directly from their own UK bank app with a face or fingerprint scan, adding an extra layer of protection to every payment. - Zero admin: Every Atoa payment is automatically synced in your Xero account. How do I disconnect my Xero account from Atoa? Head to your Atoa dashboard and find the  "My Accounts" section. Click on "Integrations" and then the "Settings" cog. You'll see a "Disconnect" button – give it a tap. A pop-up will appear to double-check you really want to do this. Done, your account is disconnected. Got a question? Our UK-based Care Team is always here to help. You can reach us on our website Live Chat or by email at hello@paywithatoa.co.uk.

Last updated on Oct 30, 2024

How to connect Atoa with Epos Now

Why use Atoa instant payments with your Epos Now system? Get paid fast, keep your customers happy - Money in your account straight away: Atoa means you get paid the second a customer pays, boosting cash flow. - Give customers more ways to pay: Hospitality moves fast and letting customers pay how they want means they're likely to return. Lower fees mean more profit for you - Save money on every transaction: Atoa's fees are usually way lower than what you pay for card payments, meaning more money stays in your pocket. - Boost your bar or restaurants profits: Quicker payments and lower fees add up to a healthier bottom line for your business. Tight security for peace of mind - Keep transactions safe and sound: Atoa uses Open Banking and face or fingerprint scans to make payments extra secure, which means less risk of fraud or chargebacks. - Protect your business: Fewer payment issues means you can focus on running your business, not worrying about fraud. Works well with Epos Now - Easy to set up: Atoa connects with your Epos Now system quickly, so you can take instant payments without hassle. - Speedy checkout experience: Give your customers a simple, straightforward way to pay, with plenty of options to choose from. 💡 Using Atoa's instant payments with your Epos Now makes things quicker, helps you manage your money better, and keeps your customers happy – all of which will help your business grow. How to install the Atoa app or dashboard - Go to your Epos Now back office and click on the three-line hamburger icon. This opens Settings, then under Payments, enable the Pay button on the device. - Then go back to System and you’ll see that the Atoa app isn’t installed yet, which is why nothing is showing here. When you look at the till interface, you can see options like cash and debit card, but no Atoa payment option—because the app hasn’t been installed yet. - Find the App Store and search for Atoa. If you can't find it, we'll provide a link you can paste into your browser. - Click "Get Free App" and choose the store location to connect with Atoa. - If you have multiple stores, you can select them all or just one at a time. - Click "Set up App" which will take you to Atoa's dashboard to finish the setup. - You'll also get an email with instructions on how to link your Epos Now system to Atoa and start taking payments. - On Atoa's dashboard, click "Start Set up." If you're new to Atoa, sign up first. If you already have an Atoa account, the setup is quick. - Check that your Epos Now location and Atoa location match. If you have multiple stores, you can link your Epos Now locations to the corresponding location in Atoa. This way, all your transactions go to the right place. For example, if your business has two Epos Now locations, you'd create two locations in Atoa and then match them up in Epos Now. - Click "Order QR" to get your QR code stands. Finally, you can order a special Atoa QR code stand that works with your Epos Now system. How to use your QR stand with Epos Now - Once your QR stands arrive, place one at each till. - In Epos Now, go to "Settings" > "Additional" to check the Atoa app is switched on. - When you're ready to accept payments you'll see "Atoa" as an option on the POS screen. That's it! You're ready to start accepting payments with Atoa. How to make connecting easier - It's best to sign up for an Atoa account before you start the Epos Now integration. - If you have any questions or need help, send us a live chat message on the website. - The whole process is designed to be super easy, so you can start saving on card fees in no time! How it works for your customers - When it's time to pay, your customer scans the QR code on the stand. - They'll have 5 minutes to complete the payment on their phone. - Once the payment is done, it'll be cashed off on your POS and you'll see a confirmation on the screen.

Last updated on Sep 20, 2024