This guide is for users who are connecting using Ignition to generate invoices on Xero, and the Xero <> Adfin integration.
Understanding branding themes
Understanding branding themes
In order to send invoices raised in Xero via Adfin (with Adfin’s distribution and payments), you must specify using branding themes in Xero. We advise creating two Adfin-specific branding themes:
A branding theme "Adfin On Demand" for on demand payment requests (via card, bank transfer or open banking).
A branding theme "Adfin Auto Collect" for invoices (one-time or recurring) that are to be scheduled against an Adfin direct debit mandate.
Branding themes enable you to filter which invoices are imported and sent by Adfin and prevent scenarios where an invoice is sent both by Xero and Adfin.
Branding themes allow you to filter which invoices are sent to card / pay by bank payment or direct debit.
Creating new branding themes in Xero
On Xero, navigate to “invoice settings” and select “new branding theme” https://go.xero.com/InvoiceSettings/InvoiceSettings.aspx.
Name the branding theme (e.g. Adfin On Demand, Adfin Auto Collect) and specify any configuration details.
You should not enable any Xero payment capability for the branding themes.
⚠️ If GoCardless is still collecting invoices even though your Adfin branding themes are assigned to an invoice, read this.
How to configure branding themes when using Ignition
How to configure branding themes when using Ignition
When using Ignition, you are limited to choosing a single branding theme for Adfin - follow the below steps to get the best out of this integration.
This set up enables you to:
Accept payment by direct debit when your client already has a signed mandate (Auto Collect workflow)
Accept payment by card, Apple Pay, Google Pay and pay by bank when your client has not been sent or signed a mandate (On Demand workflow)
Please note, if your client has been sent a mandate, then each time you send them an invoice with this set up it will send the invoice with a reminder to sign the mandate.
If you wish to collect the invoice using On Demand instead, you should go to the customer and cancel the mandate.
In Ignition, you should choose your Adfin On Demand Branding theme
In Adfin, you should configure your branding themes as per below, i.e. add the Adfin On Demand branding theme under "Select a theme for Auto Collect payments"
