One of the great advantages of self-employment or running a business is the freedom it affords you, but those benefits often have to be taken with the headache of chasing invoices, which is why setting automatic invoice reminders in Xero can be a huge help.
Many business owners will already be familiar with Xero and the intuitive features it offers that can help take some of the stress out of managing paperwork and ensuring that you are getting paid promptly for work completed and services delivered.
In this article, we will provide an introduction to the app’s automatic invoice reminders, and help you understand how this can make a positive difference to your admin workload.
How can setting automatic invoice reminders in Xero help?
Invoice reminders are commonplace across the working world, so you shouldn’t feel as though you are being rude or pushy if you chase your client with a reminder.
You should already have payment in terms in place, so that when your client receives your email they know exactly how long they have to settle the amount with you.
If you’ve done that then you should find that most organised businesses have a process in place to ensure this is all processed.
However, it isn’t always that simple, and invoice reminders are often necessary to get things moving.
And when finding the time – and simply remembering – to send a reminder is a challenge, using Xero’s built-in automatic invoice reminder feature can be a godsend.
The feature is pretty simple by its nature – simply tell it when you’d like to send a reminder and this process will be added, by default, to every invoice you send.
Can I personalise the process of setting automatic invoice reminders in Xero?
There are features available out of the box with Xero that allow you to personalise the invoice reminders you automatically send to clients.
You can choose when the reminder is sent, send a total of five reminders for each invoice, personalise the message that is sent and manage the replies you receive from each client.
It’s important to spend a little time getting this element right, as not all of your clients will have the same habits.
Certain clients may be slightly forgetful, but usually reliable, although you may have others that are a constant pain to chase, which may necessitate some harsher words in your email!
Ultimately, like any other aspect of your correspondence, the tone of voice should reflect how you wish to be perceived and the kind of outcome you require.
By spending a little time investing in this aspect of Xero, you can save much more time in the longer term, allowing you to focus on the more important parts of your business.
We’re here to help
As partners of Xero and FreeAgent, Relative can help you if you’re currently using them or if you’re thinking of transferring your accounting to an online platform.
If it’s your first time using the cloud, we’ll make sure you hit the ground running.
We believe cloud accounting is the future. Offering flexibility on the move, it opens up a whole new world of efficient software that will help you plan, control and streamline your business accounting.
Allowing you to access your data and software at any time, cloud accounting can be used anywhere and on any of your devices.
Learn more about how we can support you. Click here.