Edit or delete an invoice reminder

Edit a single reminder

Edit invoice reminders to customise them for your organisation. You need the adviser or standard user role to do this. To edit a reminder's email template or when it gets sent:

1. Click the organisation name, select Settings.
2. Click Invoice settings.
3. Click Invoice Reminders.
4. Select the Email customers when an invoice is checkbox if it’s clear. 
5. Click Edit for the reminder you want to change.
6. (Optional) Make the edits to the reminder, such as changing the frequency, edit the email template or insert placeholders. To insert a placeholder, place your cursor in the template, click Insert placeholder, then select the placeholder you want.
7. Click Save.

Edit all reminders

Some settings apply to all reminders, such as including invoice links, not sending reminders for smaller amounts, or changing the ‘reply to’ address for reminders.

To edit these settings:

1. Click the organisation name, select Settings.
2. Click Invoice settings.
3. Click Invoice Reminders.
4. (Optional) Select the following checkboxes you want to apply:
   • Include button to online invoice and detail summary checkbox to include online invoice links in all reminders. 
   • Include a link to the invoice PDF checkbox to include PDF invoice links in all reminders.
   • Don’t send reminders for amounts owing on an invoice under checkbox, then enter an amount. 
5. (Optional) From Send replies to, select the email address you want replies sent to. The available addresses come from your users' individual settings, which is the address they're set up with in Xero.
6. Click Save.

Delete reminders you no longer want Xero to send out. To do this, you need the adviser or standard user role.

You can’t restore a deleted reminder, but you can add a new one.

To delete a reminder:

1. Click the organisation name, select Settings.
2. Click Invoice settings.
3. Click Invoice Reminders.
4. Click Edit for the reminder you want to delete, then click Delete.