ⓘ This article is for small businesses who use Xero
- Send invoice reminders before invoices are due to encourage customers to pay on time.
- Turn invoice reminders on or off for your whole organization, a particular customer, or for specific invoices.
When invoice reminders are sent
Xero sends invoice reminders every day between 4am and 8am, based on your organization's
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time zone.
The time at which you turn reminders on or off affects when they go out.
|
Time turned on/off |
Result |
|---|---|
|
Turn on before 4am |
The day's reminders go out that same day. |
|
Turn on after 8am |
The day's reminders go out the following morning. |
|
Turn off between 4-8am, then turn on later |
The day's reminders are not sent and they don't 'catch up', even if you change the invoice due date. The next day's reminders go out as usual. For example, you have a reminder going out at 7 days overdue but you turn reminders off when an invoice is 6 days overdue. If you turn reminders on when that invoice is 8 days overdue, Xero doesn’t send the 7-day reminder. The 14 and 21 day reminders go out as usual. |
Turn reminders on or off for your organization
To turn invoice reminders on or off for your organisation:
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Click the organisation name, select Settings, then click Invoice settings.
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Click Invoice Reminders.
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Select the Email customers when an invoice is checkbox to turn on reminders for your organisation. Clear the checkbox to turn off reminders for your organisation.
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(Optional) Select preset time periods, 7 days, 14 days, 21 days or Add reminder to edit reminder settings as required, then click Save.
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Click Save.
Turn reminders on or off for a customer
Reminders need to be turned on for your organisation before you can edit reminders.
To turn invoice reminders on or off for a customer:
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In the Contacts menu, select Customers.
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Click the customer’s name to open their contact record.
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Click the menu icon
, then select Turn off invoice reminders or Turn on invoice reminders.
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Turn reminders on or off for one or more invoices
Reminders need to be turned on for your customer before you can edit reminders.
To turn reminders on or off for specific invoices:
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In the Business menu, select Invoices.
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Select the Awaiting Payment tab.
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Select the checkbox for the invoice(s) you want to turn reminders on or off for.
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Click More, then select either Turn reminders on or Turn reminders off.
You can also turn reminders on or off for a single invoice while viewing it:
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Find and open the invoice you want to turn reminders on or off for.
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If you’re using new invoicing, click the menu icon
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Select Turn invoice reminders on or Turn invoice reminders off.