Sum & Substance

Creating auto reminders in Xero

In this video Neha shows you how to set up automatic reminders for your invoices in Xero so that you aren't spending time chasing payments.

Turn on your invoice reminders using the following steps:

 

  • In the Accounts menu, select Sales.
  • Click the Awaiting Payment panel.
  • By the clock icon Image of the clock icon., click Invoice reminders off.
  • Select the Email customers when an invoice is checkbox.If you save now, Xero's default reminders will be sent for all invoices you've marked as sent.
  • (Optional) Edit or delete the default reminders, or add your own.
  • (Optional) Select the Include a link to the invoice PDF checkbox to include PDF invoice links in all reminders.
  • (Optional) Select the Don't send reminders for amounts owing on an invoice under checkbox, then enter an amount.
  • If you choose to include PDF links or not send reminders for smaller amounts, your settings are applied to all reminders.
  • Click Save. The clock icon shows that reminders are on for your organisation. They'll be sent for all invoices that are marked as sent.

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