Xero | Setup Windcave in Xero

Lisette Wingelaar

Modified on: Tue, 10 Dec, 2024 at 4:00 PM

This guide provides step-by-step instructions for setting up the connection between Xero and Windcave.

Follow the step-by-step instructions or scroll down to watch the tutorial.

Step-by-step Instructions

Step 1: Reset Windcave password

Retrieve the PxPayUserID and other credentials provided in the Windcave email (sample below).
Navigate to the Windcave portal: https://sec.windcave.com/pxmi3/logon
Log in using your Xero PxPayUserID from the email.
Click the Password Reset button.
Retrieve the reset link from your email and create a new password.
Save the new password for future use.

Step 2: Connect Windcave to Xero

Navigate to Windcave: https://www.windcave.com/
Log in using the Xero PxPayUserID and the newly created password.
Navigate to User Accounts > My User,
Scroll down and click "Connect to Xero".
Follow these steps in the Xero Integrations prompt:
1. Click "Select an organisation" and choose your subsidiary name.
2. Click "Allow access" to grant permissions.
Configure your branding theme and payment account:
1. Navigate to "Branding theme" (just above the red buttons)
2. Under Payment account, select Undeposited funds - Xero
3. Click update (red button).
Once completed, the Xero PxPayUserID is no longer required for daily user. User your regular Windcave login credentials to view settlements.

Step 3: Test Windcave Payment Integration in Xero

Ensure Windcave payment options are active:
- Go to Settings > Invoice Settings > Options > Edit > Payment Services.
- Select Windcave.
Confirm Windcave payment is active
- Go to Settings > Payment services
- Click Turn On if Windcave is not already activated.
Test Invoice template:
- Navigate to Business > Invoices.
- Select an invoice by clicking its record in the Number column.
- Click Print PDF in the top menu to download a invoice.
- Open the PDF and click the Windcave link on the invoice to verify that it redirects to the Windcave payment portal.