Create an Overdue Invoice Reminder Template for Product Quality

Overdue invoice reminder template for Product quality

[Music] zero has several powerful features to help improve your cash flow set up invoice reminders so zero emails your customers automatically to remind them an invoices due for payment soon or is overdue this helps save time chasing customers who haven't paid avoid awkward conversations and get money into your business faster to set up reminders go to business and invoices here you see all your sales invoices at the top right xero shows we haven't set up invoice reminders yet click this button to go to the invoice reminders screen you can also get to this screen from the settings area notice that everything is grayed out because I haven't turned on invoice reminders click the box to turn them on xero has three reminders by default if you save now it will send out reminder emails to your customers when invoices are overdue by 7 14 and 21 days click edit to view or change the email message you can change this message to be whatever you want perhaps your first overdue reminder might be quite gentle for the next reminder one or two weeks later might be more forceful it's completely up to you use placeholders so the message pulls information from xero for example the contact person's name an invoice amount this reminder also contains a link for your customer to click and view the invoice online I'm happy with this reminder as it is so I'll close this box I only want two overdue reminders so I'll remove the one for 21 days click into it and delete sending an email before the invoice is due can be a helpful reminder to your customers so they don't forget to pay let's add a reminder I want zero to send this when an invoice is due in two days notice that email subject is different from the overdue ones but again you can change any of this text to suit your style of communication and Save keep this box ticked if you want to include a link to the online invoice and details summary in the email header you can turn off reminders for small amounts in this example I don't want to send out email reminders for anything less than ten dollars click save and xero turns on these reminders for all new invoices the invoices screen now shows that invoice reminders are on if you want to turn off a reminder for a specific invoice you can let's say for City limousines I've already spoken to them and have agreed to let them pay later so for this invoice I don't want xero to send out reminders open the invoice then click these three dots and turn invoice reminders off the invoices screen now has a new column so you can see which invoices zero wants and reminder emails for if there's a contact you don't want to send reminders to go to contacts click enter the contact and again click those three dots and turn off invoice reminders the contact information now shows that invoice reminders are off and the invoices screen shows that reminders are off for that contact give the video a like if it was useful and subscribe for more content about xero thanks for watching [Music] foreign [Music]