Enabling, Editing and Deleting Automatic Invoice Reminders
Estimated reading: 3 minutes
This guide covers enabling and editing Xero’s automated Invoice reminder emails.
Xero Invoice Reminders Overview
Xero’s Invoice reminder emails are turned off by default, and can be set to send automatically, either to remind a Bidder of their invoice’s is Due Date or to remind them their Invoice is overdue/unpaid.
Enabling Xero’s Invoice Reminders
Step 1 – Open your Xero Organisation Settings and click Invoice Settings
From the Xero Dashboard’s Home page, look to the top-left of your screen and click your Organisation Name:
Second option from the top, click Settings to open your Organisation Settings:
After the page loads, look to the right-hand side of your screen, under the Features heading, click Invoice settings:
Step 2 – Open Invoice Reminders and tick the first checkbox
The Invoice settings menu will now appear, look to the centre of your screen and click the blue Invoice Reminders button:
You’ll now see the Invoice Reminders menu. Look to the centre-left of your screen for a small list of checkboxes, tick the checkbox for the option labelled “Email customers when an invoice is…“:
After that, click the green Save button at the bottom-right of the menu to enable Invoice Reminders.
Editing your Xero Invoice Reminders
Inside the Invoice Reminders menu, you’ll find a row of pre-made reminder templates, typically labelled “7 days overdue” etc.:
You can create a new reminder by clicking + Add reminder or each reminder template can be Edited. Click the blue Edit text on one of the templates:
A small pop-up window will appear, containing the editable Reminder Email Subject and Body template, as well as the “Send if an Invoice is” options. Click into either the Subject Line at the top or the Body textbox to edit the Email Template:
At the top of the Edit Reminder pop-up you’ll find the “Send if an Invoice is” controls. The “Overdue by” dropdown controls if the Reminder is sent after the Due Date of your Invoices (Overdue by) or before the Due Date (Due in):
[Placeholders] Reminder – All text within square brackets, such as [Contact First Name] are filled in automatically by Xero when generating and sending emails. Do not edit these placeholders. If you accidentally deleted or edit a placeholder, click the blue Insert placeholder button at the top-right of the Edit panel to select and re-insert a placeholder.
Once you’ve selected Overdue by or Due in, you can then set the number of days. This controls when the Invoice Reminder email is sent in relation to the Due Date:
Click Save to apply your changes to the template and close the pop-up and don’t forget to also hit Save at the bottom-right of the Invoice Reminders menu:
Deleting an Invoice Reminder
To delete an existing Reminder template or one you have created, click the blue Edit button at the bottom of that reminder:
Then click the red Delete button at the bottom-left of the Edit Reminder panel:
After that, click the green Save button at the bottom-right of the Invoice Reminders menu to apply your changes:
Enabling, Editing and Deleting Automatic Invoice Reminders
This guide covers enabling and editing Xero’s automated Invoice reminder emails.
Xero Invoice Reminders Overview
Xero’s Invoice reminder emails are turned off by default, and can be set to send automatically, either to remind a Bidder of their invoice’s is Due Date or to remind them their Invoice is overdue/unpaid.
Enabling Xero’s Invoice Reminders
Step 1 – Open your Xero Organisation Settings and click Invoice Settings
From the Xero Dashboard’s Home page, look to the top-left of your screen and click your Organisation Name:
Second option from the top, click Settings to open your Organisation Settings:
After the page loads, look to the right-hand side of your screen, under the Features heading, click Invoice settings:
Step 2 – Open Invoice Reminders and tick the first checkbox
The Invoice settings menu will now appear, look to the centre of your screen and click the blue Invoice Reminders button:
You’ll now see the Invoice Reminders menu. Look to the centre-left of your screen for a small list of checkboxes, tick the checkbox for the option labelled “Email customers when an invoice is…“:
After that, click the green Save button at the bottom-right of the menu to enable Invoice Reminders.
Editing your Xero Invoice Reminders
Inside the Invoice Reminders menu, you’ll find a row of pre-made reminder templates, typically labelled “7 days overdue” etc.:
You can create a new reminder by clicking + Add reminder or each reminder template can be Edited. Click the blue Edit text on one of the templates:
A small pop-up window will appear, containing the editable Reminder Email Subject and Body template, as well as the “Send if an Invoice is” options. Click into either the Subject Line at the top or the Body textbox to edit the Email Template:
At the top of the Edit Reminder pop-up you’ll find the “Send if an Invoice is” controls. The “Overdue by” dropdown controls if the Reminder is sent after the Due Date of your Invoices (Overdue by) or before the Due Date (Due in):
[Placeholders] Reminder – All text within square brackets, such as [Contact First Name] are filled in automatically by Xero when generating and sending emails. Do not edit these placeholders. If you accidentally deleted or edit a placeholder, click the blue Insert placeholder button at the top-right of the Edit panel to select and re-insert a placeholder.
Once you’ve selected Overdue by or Due in, you can then set the number of days. This controls when the Invoice Reminder email is sent in relation to the Due Date:
Click Save to apply your changes to the template and close the pop-up and don’t forget to also hit Save at the bottom-right of the Invoice Reminders menu:
Deleting an Invoice Reminder
To delete an existing Reminder template or one you have created, click the blue Edit button at the bottom of that reminder:
Then click the red Delete button at the bottom-left of the Edit Reminder panel:
After that, click the green Save button at the bottom-right of the Invoice Reminders menu to apply your changes: