Check an invoice reminder's status and history

Check the status of an invoice reminder to see details such as why it wasn’t sent, or whether all reminders have gone out for an invoice. Before you start, make sure you’ve turned on invoice reminders for your organization.

View the status of your invoice reminders

1. In the Business menu, select Invoices.

2. Select the Awaiting Payment tab.

3. In the Reminders column, check the status of each invoice reminder against the listed invoices.

The Reminders column only appears if Xero has attempted to send a reminder, or at least one individual customer has invoice reminders turned off. If you recently turned on reminders, or if reminders are turned on for all customers, the column will appear once Xero tries to send a reminder. 

If you've scheduled an invoice reminder but Xero hasn't sent it, it might be because:

• You turned on a reminder on the same day it was due to be sent 
• You turned on a reminder after the invoice passed its reminder date
• The invoice was accidentally recorded as paid
• You changed the invoice due date and the reminder date has passed

You can check the invoice's reminder history to find out why a reminder wasn't sent for a specific invoice.

Reminder status types

You might see the following statuses in the Reminders column:

• [Number] sent – The number of scheduled reminders sent for the invoice, with some remaining to go out.
• All sent – All scheduled reminders were sent for the invoice.
• Email missing – The customer email address is missing from your contacts and the reminder wasn’t sent. Click the customer’s name if you want to check and update the address. 
• Invoice not sent – The reminder didn’t go out as the invoice wasn’t marked as sent. You can mark the invoice as sent to turn reminders on for the invoice.
• Turned off – The last time Xero tried to send a reminder fo
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  r the invoice, reminders were turned off for the customer or invoice. Check the button on the Invoices screen. If reminders are turned off, you'll need to turn them back on.

The Reminders column updates every time Xero is scheduled to send a reminder – the updates aren't in real time. If you edit an invoice, you’ll only see the update to the column when Xero tries to send the next reminder.

Check an individual invoice’s reminder history to see the date and time each reminder was scheduled or sent.

1. In the Business menu, select Invoices.

2. Select the Awaiting Payment tab.

3. Open the invoice you want to check for reminders. You'll see the current reminder status under History & Notes.

4. Click Show History to see the reminder status details.