ⓘ This article is for small businesses who use Xero
- Use automatic invoice reminders to follow up on your outstanding invoices.
About invoice reminders
You can set up invoice reminders to let your customers know when they have an overdue invoice, or when an invoice's due date is approaching.
Xero has three default reminders set up when you first turn on invoice reminders. You can edit or delete these reminders to suit your organization and add extra reminders. You can have up to five reminders in your organization.
Reminders are sent to the primary person in the contact in Xero, and any additional people who have the Include in emails option ticked in the contact record.
If a customer replies to a reminder, the response goes to the email address of the user who turned invoice reminders on in your organization. You can change the email address replies are sent to.
You can check the status and history of individual invoice reminders to see if they’ve been sent.
What you can do with reminders
Once you've set up invoice reminders, you can:
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Edit or delete any reminder, including the defaults.
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Add a reminder that's sent to your customers before an invoice is due and specify the number of days before the due date that you'd like it sent.
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Turn reminders off and back on for your organization.
- Stop reminders going out to certain customers or for specific invoices. For example, for a partly paid invoice or one you've already spoken to a customer about.