October 2020 – MYOB Tip
Xero Automated Invoice Reminders
This Xero tip is aimed to help you optimize your accounting process in setting up invoice reminders. Instead of worrying about following up on your accounts receivable, let Xero take care of it for you. You can set up invoice reminders, configuring Xero to automatically send customers reminders based on how far an invoice is past the due date.
Under Settings > General Settings > Invoice Settings, you will see the Invoice Reminders button. Here, you can turn on invoice reminders. You can choose from the predetermined days past due parameters, or create your own reminder. You can even customize what each reminder email says by clicking on the Edit link. Additionally, Xero has an option to include a link to the invoice in the reminder email as well as an option to not send reminders for outstanding invoices under a certain amount. If you need to get even more specific, you can turn off reminders for a particular customer or invoice.
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