WK How To: Set up Automatic Invoice Reminders

Invoice reminders can be set up to send out automatically. This can be to either remind customers that an invoice payment is coming up, or that an invoice is overdue. As Xero only recognises that an invoice is paid once payment has been applied via the bank reconciliation, automatic reminders are useful for Xero users who regularly reconcile the bank transactions. Those who only intermittently reconcile bank transactions are better to manually send reminders.

To set up automatic reminders:

1. Access invoice settings by clicking on the drop down next to the organisations name > Settings > Invoice Settings. Then select “Invoice Reminders”

2. Select the tick box next to “Email customers when an invoice is…” to enable to reminders.

3. There can be up to 5 reminders set up. Select “Edit” or “Add reminder” to customise them to your requirements. Enter the number of days before/after the due date you would like them to be sent. The default email can also be adjusted.

4. You can choose to send a link to the online invoice, a copy of the PDF or both. You may also wish to set a minimum invoice amount, that will avoid reminders being sent to those with only small amounts outstanding. 

5. Once finished, press “Save.”