Set up invoice reminders
If you have the Adviser or Standard user role you can set up invoice reminders. Turn on automatic invoice reminders to send customers an email when their invoice is due or overdue.
Before you start
Make sure you:
- Have a current email address in your Xero contacts for each customer you want to receive reminders.
- Mark any invoices you want reminders for as sent.
Any customer replies go to the login email of the person that first turns reminders on. You can edit this address.
Turn on your invoice reminders
- In the Accounts menu, select Sales.
- Click the Awaiting Payment panel.
- By the clock icon , click Invoice reminders off.
Select the Email customers when an invoice is checkbox.
If you save now, Xero's default reminders will be sent for all invoices you've marked as sent.
- (Optional) Edit or delete the default reminders, or add your own.
- (Optional) Select the Include a link to the invoice PDF checkbox to include PDF invoice links in all reminders.
(Optional) Select the Don't send reminders for amounts owing on an invoice under checkbox, then enter an amount.If you choose to include PDF links or not send reminders for smaller amounts, your settings are applied to all reminders.
- Click Save. The clock icon shows that reminders are on for your organisation. They'll be sent for all invoices that are marked as sent.