Once you have linked your Xero account to Curlec, you will be able to link a mandate to a Xero contact when creating a new mandate. This allows collections to be made against the mandate when invoices are created for the customer.

To link mandates to Xero contacts:

  1. Click on the main menu in your Curlec dashboard.

  2. Select Mandate” -> New Mandate”.

  3. Click the Use Contact from XERO” toggle and a drop-down list of Xero contacts will appear.

  4. Select a contact to be linked and complete the mandate form.

Once the mandate is approved, the mandate reference number will appear as the Account Number (Acct #) in your list of contacts in Xero, as shown below:

To enable Xero integration for your account, kindly get in touch with our support team at support@curlec.com.