Xero Invoice Reminder Automation
Automatically send friendly invoice payment reminders before they become overdue.
Nora monitors your Xero invoices daily and sends payment reminders to customers 3 days before due date. Integrates with Gmail to send personalized reminder emails. Reduces late payments and improves cash flow without manual follow-up.
Late-paying customers cost you money in cash flow delays and collection effort. This automation watches Xero for unpaid invoices approaching their due date and sends proactive payment reminders via Gmail 3 days before they're due. The reminders are personalized with the customer name, invoice number, and amount. For invoices that go past due, Nora sends a firmer second reminder. You can set custom thresholds (e.g., only remind for invoices over $500) and exclude specific customers or projects. Works 24/7 without you thinking about it. Most teams see a 15–30% improvement in on-time payments within the first month.
How it works
- Nora queries Xero for unpaid invoices due in 3 days
- Filters invoices by amount threshold (configurable, default $100)
- Composes personalized reminder email with invoice details
- Sends via Gmail to customer email on file
- Logs sent reminders to track who received what
- Escalates overdue invoices to a second list for follow-up
Frequently asked questions
What does "Xero Invoice Reminder Automation" do?
Nora monitors your Xero invoices daily and sends payment reminders to customers 3 days before due date. Integrates with Gmail to send personalized reminder emails. Reduces late payments and improves cash flow without manual follow-up.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses Xero and Gmail, run by your Finance Manager.
How much time does this save?
Saves approximately 4 hours/week, running daily at 9 am.