This is part of our Invoicing and Getting Paid series (Chapter 2 of the Xero tutorial hub):

• Lesson 1: Creating and Sending Your First Sales Invoice in Xero
• Lesson 2: Customising Your Invoice Branding in Xero
• Lesson 3: Setting Up Automated Invoice Reminders in Xero
• Lesson 4: Using Quotes in Xero to Win and Track Trade Jobs
• Lesson 5: Accepting Online Payments and E-Invoicing in Xero
• Lesson 6: Setting Up Recurring Invoices in Xero for Retainer Clients

Chasing late payers by phone or email eats into evenings you would rather not spend on admin. Automated reminders take that off your plate.

1. Find the invoice reminders setting

Under invoice settings, there is an option to turn on automated payment reminders.

2. Set your reminder schedule

You can choose to send a reminder a few days before the due date, on the due date, and again if it becomes overdue, without lifting a finger each time.

3. Customise the wording

Keep the tone friendly rather than harsh for the first reminder, and firmer for anything well overdue. Xero lets you edit the default wording to match how you would actually say it.

4. Still check in manually now and then

Automated reminders handle the routine chasing, but it is worth glancing at your aged receivables report every week or two to catch anything reminders alone will not fix.

See it in action on Xero’s official YouTube channel: watch the official Xero tutorial. If overdue invoices are a regular headache, our tradie bookkeeping service can help you tighten up your whole invoicing cycle.