Create Your Overdue Invoice Reminder Template for Accounting and Tax Easily

Overdue invoice reminder template for Accounting and Tax

in this video I'll show you how to set up invoice reminders for individual customers or individual invoices in your Xero account so first of all we'll set up invoice reminders for everybody so if we go to business tab and then invoices you'll see this option here invoice reminders off if we click this it's going to give us the option to send an invoice reminder when it's overdue to all customers so we just click this box here and we can choose 7 days overdue that we want to get them to get a reminder and you can edit this however you like you have a set template that'll go out for it and then you just click Save it's a good idea to include the link to the invoice PDF so they get a reminder of that and - a link to find it online for the summary you can also edit this so you don't want to send reminders when there's an amount under a dollar or something that looks a little bit silly you can have a threshold and then you can click Save if you send that on for all now to edit individual invoices we're back to invoices here and we go to all and if we go to the awaiting payment tab say we don't want to send a reminder to Bayside Club we can just click that and we've got the more button here and we can turn the invoice reminders off for that particular invoice so that is just that invoice there will be no reminder sent when this one is overdue you can also do this in bulk by clicking multiple ones and selecting more and turn them on or off now say you want to send reminders to nearly everyone in your Xero account but there's a couple of clients that you don't wish to send reminders for the way to handle that is to go into your contacts select your customers and let's just say we don't want to send it for basket case and Bayside Club click their boxes here and then we choose invoice reminders and we say turn off now those two companies will not get invoice reminders even though everyone else in the organization will because we have enabled that under the global setting earlier here so that's it for setting up recurring invoice reminders and editing it to be per invoice or per case temir however you wish to set up your invoice reminders in Xero [Music]