Welcome to Lessn! This guide will walk you through setting up your account, connecting your accounting system, and making your first payment.
By the end, you'll have everything in place to start managing your payments efficiently.
1. Sign Up and Add Your Details
To start using Lessn, you’ll need to create an account.
After signing up, check your inbox for a verification email and confirm your account.
Review and accept to Lessn’s terms and conditions to proceed. Then, enter your details – Add your first name, last name, and phone number to complete your profile.
Once you’ve completed these steps, you’ll move on to connecting your accounting software.
2. Connect Your Accounting Ledger
Lessn integrates with Xero and MYOB, allowing you to sync bills and suppliers automatically.
Select Xero or MYOB when prompted.
Choose the organisation you want to connect.
Follow the prompts to authorise Lessn to sync data.
Once connected, Lessn will pull in your unpaid bills and eligible suppliers, keeping your records up to date.
3. Import Bills and Suppliers
After connecting your accounting system, Lessn will automatically import your bills and suppliers.
Bills – Any unpaid bills from Xero or MYOB will appear in Lessn, ready to be scheduled or paid.
Suppliers – Suppliers with valid bank details will be imported so you can process payments.
If a bill or supplier is missing, you can refresh your data by going to Suppliers or Bills and selecting Refresh.
4. Add Your Payment Method
Once your bills and suppliers are imported, you’ll need to add a payment method to process payments.
Enter your card details securely.
Confirm the card to activate it in Lessn.
This card will be used by default when making payments, but you can add more payment methods later if needed.
5. Make Your First Payment
Now that your bills, suppliers, and payment methods are set up, you're ready to make your first payment.
Go to Pay Bills in Lessn.
Locate the bill you want to pay and click Details on the right-hand side.
Select your payment method orconfigure payment splits if you want to split the payment across multiple methods.
Choose the payment date:
If the bill is overdue or the due date has already passed, you can only pay now.
If the due date is in the future, you can schedule the payment for any date on or before the due date.
Next, click Pay Now and confirm that you want to proceed with the payment.
Once the payment is processed:
The bill will move to Processing, and Lessn will handle the transaction.
If successful, the bill will be marked as reconciled in Xero or MYOB.
6. Next Steps
Now that you're set up, here are a few ways to get the most out of Lessn:
Invite Team Members – Add colleagues or clients to manage payments together.
Schedule Batch Payments – Pay multiple bills at once using scheduled payments.
Set Up Split Payments – Use multiple payment methods to pay a single bill.
Customise Payment Descriptions – Set custom bank statement references for suppliers.
Lessn is designed to save you time and simplify payments. As you continue using it, you’ll see how easy it is to stay on top of your bills while keeping your accounting software in sync.