Introduction
Xero’s automated invoice reminders help you get paid faster by sending follow-up messages to customers with overdue invoices. Once set up, Xero will send these reminders on a schedule you choose—saving you time while improving cash flow. This guide explains how to set up, customize, and manage invoice reminders in Xero.
6 Steps - How to Set Up Invoice Reminders in Xero?
Step 1: From your Xero dashboard, go to Business and select Invoices.
Step 2: Click the Invoice Reminders button at the top of the page.
Step 3: Turn on Invoice reminders by ticking the checkbox on the left.
Step 4: You can set messages to send a certain number of days before or after the due date (e.g., 7, 14, or 21 days overdue). Select Add Reminder to create reminders for additional overdue days. Click Edit to adjust the reminder schedule.
Step 5: Customize the email message for each reminder. You can personalise the tone and include invoice fields like customer name and amount due.
Step 6: Click Save. Xero will now automatically send reminders based on your settings.
Frequently Asked Questions (FAQs) about How to set Xero Invoice Reminders?
Q: Can I stop reminders for certain customers?
A: Yes. When editing a contact, uncheck the option that allows invoice reminders for that customer.
Q: Can I disable reminders for specific invoices?
A: Yes. Open the invoice and turn off Invoice reminders for that specific invoice.
Q: Can I change the wording of each reminder?
A: Yes. You can customise each reminder template to suit your communication style.
Q: Will reminders be sent for invoices that are partially paid?
A: Yes. Reminders continue until the invoice is fully paid or reminders are turned off.
Q: Can I see if a reminder has been sent?
A: Yes. Sent reminders appear in the invoice history, so you can track communication with the customer.
Conclusion
Setting up automated invoice reminders in Xero helps ensure customers pay on time with minimal follow-up effort from you. Once configured, reminders run in the background—improving cash flow, reducing manual admin, and keeping your accounts receivable organised.
With just a few quick steps, you can streamline your collections process and stay focused on your business.