Setup guide

1. Sign up on the Sign Up page.
2. Connect Xero on the Connect page (one click).
3. (Optional) In Xero, create contact group named exactly Receipt Email Exclusions. Any contacts here won’t get auto-receipts.
4. (Optional) Create a “Receipt Email History” contact in Xero and use it as the BCC address in your email template.
5. That’s it. Payments recorded in Xero will trigger branded receipt emails via Postmark/Mailgun.

Need help? See Support.