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Invoice reminder template for Accounting

hi my name's alison from the outsider chartered accountants today i'm going to take you through setting up automated invoice reminders so we're going to go into settings and we're going to get started because anything that makes your life easier to chase in the money more hands-off means that you can spend time doing the things that are important to you so here we've got invoice settings so i'm going to go into there and i'm going to bring up my invoice settings because under here i've got invoice reminders so the great thing about invoice reminders is that it set and forget the only caveat on this being is that you should make sure that your bank reconciliations are up to date because you don't want the embarrassment of sending an invoice reminder to a client when they've actually already paid you so i'm going to turn it on here and just check this box so email customer when an invoice is and then you've got some options and you can have up to five reminders set so we can customize these too we can say actually you know what i'm going to change this i'm going to send a client an email to say hey don't forget us your bill is due in three days you can then change it so that it's overdue by seven days and you can change all of this that's in here the stuff that's in square brackets that is automatically filled by xero and you can insert some placeholders they've got some in the drop down box here that if you want to put some other bits and pieces in your email you can and once you're happy with what you've got you can click save so obviously contact first name pulls through from your contacts it pulls the due date through from your invoice and if you've got the packages with additional foreign currencies it will even show the currency if i'm happy with this i can save that i'm going to say 14 days overdue and you can have these get more and more terse as you like as the build becomes more and more overdue you can also set up a reminder to say that it is due in zero days so it will say you can say is due today and save that as well and so then you've got some other options so you can include a link so that they can view the invoice online the benefit of this being is that you can actually see in xero when your clients have opened up their invoices and viewed them no more saying or lying i didn't get the invoice xero has seen you it's seen your client it knows that your client has seen the invoice you can also include a pdf copy and you can also set to say hey don't send reminders for under a dollar and down here is the email address that it will send those reminders from so because i'm logged in as me it's going to send email replies from my email address if you've got a standard email address set up that sends all your invoices it will come from there so i'm happy with all of those now and that's how my invoice reminders are set up so say if you wanted to actually check that a client had actually viewed your invoices we could go into invoices and you've got a waiting payment and down here there is a sent column so you can save and click on these to see when an invoice was sent if they've viewed it it will save you as simple as that let's look at one now and here we have it so we've got this invoice it's been sent and we can see the history so down here in the history it would say this invoice has been sent and it's been sent by me and this is the time i sent it so it will also show if when it has been opened and viewed if the link has been clicked from the email so sending invoice reminders is a great way that if you want to get the money coming in you can and you don't have to do much for it you're just giving the client your clients a gentle nudge to say hey don't forget because at the end of the day the squeaky wheel gets the oil or in this case the invoice reminders get the cash from the bank my name has been allison from the outside of chartered accountants i hope you've enjoyed the sirobite and we'll see you in the future bye now you