Xero - beautiful accounting software

Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >
Done

Auto statements and invoice reminders to prevent late payment and payment chasing

Started by Luke B (w) in Feature Requests | Done!

Auto statements and invoice reminders. This is what I'd like to be able to do:

Send reminder (5) days before invoice is due. {set a html email with wildcard entries}
Send reminder on due date. {set a html email with wildcard entries}
Send reminder (7) days past due date. {set a html email with wildcard entries}
Send reminder (30) days past due date. {set a html email with wildcard entries}

Send statements every (60) days. {set a html email with wildcard entries}

This would be a fantastic feature that would save me a lot of time and ensure invoices are promptly followed up as I cannot always get around to it.

This is quite a basic feature that I have seen in many of the competitions packages (Zoho Books, Saasu etc). At $50 per month, this should not be a paid extra feature ($30 via Debtor Daddy), thats just crazy.
Official Xero Reply
Hi everyone, I’m so happy to let you know that Invoice Reminders has been released today. A big effort by the team - we hope you all enjoy!

You can turn on reminders for your organisation from within your Invoice Settings, and Awaiting Payment screen, to sent up to 5 email reminders to your customers. You also have the option to turn on/off for individual contacts and invoices - with the reminders scheduled to send based on set date intervals from before, or after, the due date.

As always, we will be closely monitoring feedback post release. Right now it’s not in our immediate plans to add late charges to invoices or provide the option to automatically send statements. If these are important to you please vote on the feature and do provide details of your industry and how you would like to see these features work.
 

Penny W (Xero Staff)