PayTraQer - Products & Services Settings
To access the Products & Services settings, click the settings icon located on the top right corner of the PayTraQer Screen.
Configuration for Products & Services settings is common across all the payment channels. For illustration purposes, Stripe settings are shown here. However, the same configurations will be available for Paypal & Square.
1. Auto Creation of Products/Services
Enable this option to automatically create and sync product/services (Items) from Paypal, Stripe, or Square.
PayTraQer brings Name, Description, and rate information from Payment Systems to Xero.
2. Product/Service Type
Select the Item Type for the auto-creation of Product/Service. PayTraQer creates Items in this category if it does not exist in Xero.
Supported Types: Service & Non Inventory
3. Sales/Income Account
Select this option to set an income account for the auto-creation of a Product/Service. PayTraQer creates Items with this income account in Xero.
4. Enable Common Product/Service
If you don't want to create items in Xero as exactly as Payment Systems, you can enable this option to record all your sales to a default product/service.
Disable Auto creation of Product/service settings to enable this setting.
5. Common Product/Service
Select this option to set a default Item to record all your sales in Xero. The Product details from Payment Systems (Paypal, Stripe or Square) will be ignored and the provided item will be used in Invoices and Salereceipts.