Xero Overdue Invoice Summary Report
Get a daily summary of overdue invoices with aging breakdown and collection priority.
Nora pulls overdue invoice data from Xero each morning and sends a summary report via Gmail. Shows total overdue amount, customer breakdown, and aged buckets (30, 60, 90+ days). Helps finance teams prioritize collection calls and spot problem customers.
Chasing overdue payments is reactive and time-consuming when you're checking Xero manually. This automation generates a comprehensive daily report showing: total overdue amount, list of customers sorted by days overdue, invoice-by-invoice breakdown with amounts and customer contact info, and an aging summary (how much is 30–60 days late, 60–90 days, 90+ days). The report is emailed to your finance team every morning at 8 AM. You can add a secondary recipient (e.g., the CEO) for visibility into cash flow health. The report highlights customers with multiple overdue invoices, which often signals deeper issues. Teams typically use this to prioritize which customers to call that day and to flag systemic payment problems for contract review.
How it works
- Nora pulls all overdue invoices from Xero
- Groups by customer and calculates days overdue
- Buckets invoices into aging categories (30, 60, 90+ days)
- Generates HTML report with summary table and detail rows
- Sends email to finance team with report attached or inline
- Logs report metrics for trend analysis
Frequently asked questions
What does "Xero Overdue Invoice Summary Report" do?
Nora pulls overdue invoice data from Xero each morning and sends a summary report via Gmail. Shows total overdue amount, customer breakdown, and aged buckets (30, 60, 90+ days). Helps finance teams prioritize collection calls and spot problem customers.
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 2 hours/week, running daily at 8 am.