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Xero Tips

How to Set Up Automated Reminders in Xero

5 May 2024November 27th, 20242 min read

Automated reminders for sales invoices in Xero help ensure timely payments by notifying customers about upcoming, due, or overdue invoices. This reduces the need for manual follow-ups, improves cash flow, decreases the likelihood of late payments, and enhances customer relationships by maintaining consistent communication.

 

How to Set Up Automated Reminders in Xero:

 

Step 1

    1.  Access your Xero account and navigate to the dashboard.

Step 2: Access Invoice Settings

  1. Click on the “Business” menu and select “Invoices.”

Step 3:

  1. In the Invoices page, click on the “Invoice Reminders” button..

Step 4: Enable Automated Reminders

  1. In the “Invoice Reminders” page, select “Email customers when an invoice is….”

Step 5: Customise Reminder Settings

  1. Set the conditions for reminders, such as the number of days before or after the due date when reminders should be sent.
  2. Customise the reminder messages to suit your tone and requirements.

Step 6: Save and Activate

  1. Review your settings and click “Save.”
  2. Ensure reminders are activated and will be sent out according to your specified schedule.

By setting up automated reminders in Xero, you can streamline your invoicing process, improve payment timeliness, and focus on other important business tasks.