How To Use DevsDen Collections

how to create a Xero Collection

  1. Go to your Xero dashboard.
  2. In the Business menu, select Invoices.
  3. Click the Awaiting Payment tab.
  4. Select the checkboxes for the invoices you want to include in the batch deposit.
  5. Click Deposit.
  6. Enter information into the batch deposit fields.
  7. Adjust the amounts in the Payment column if you have received part-payments for your invoices.
  8. Click Deposit.

For more detailed instructions, visit how to create a Collection in Xero.

how to create a DevsDen collection?

  1. Go to our create collection page.
  2. Filter by invoice amount and date range, then select the invoices you want to collect.
  3. Choose the action date: the day the debit orders run.
  4. Click Create file, then go to your downloads to find your DevsDen formatted Collections file.

    5. *If you plan on saving the file. Make sure the file type stays the same.

  5. Upload it to your bank and you're done.