Great Xero feature – and it can be quite flexible. Defining a clear process gives you options:
- Turning reminders ‘on’, but excluding for some customers
- Turning reminders ‘on’, but turning ‘off’ for an individual invoice
Make sure you understand the order protocols – eg. if system level reminders are ‘on’, customer level if select ‘off’ this over-rides the system default setting.
Leaine’s Tips:
- Identify which customers you have differing payment terms with (eg. some invoices with deposits, others with payment arrangements, some due on the expected due date)
- Consider if all invoices for a customer should be excluded from having any invoice reminders (in which case set at Contact level)
- Set a useful minimum amount for any small balances so reminders are not sent – eg. $10
- Be aware of the differences of where to access this feature with classic and new invoicing
- Think about why you are needing reminders > do your payment terms need to be better communicated?
Link – Leaine’s demo
Link – Xero Central