Automating invoices with Xero: a beginner's guide
Chasing invoices eats hours you don't have. Setting up simple automations in Xero means you get paid faster with less effort.
Late payments are one of the biggest cashflow killers for small businesses. The good news: a few Xero automations can take most of the chasing off your plate.
Set up automatic reminders
Xero can email reminders for you — gently, on a schedule. Set the first reminder a few days before the due date and a firmer one a week after.
Use repeating invoices
If you have regular clients, create a repeating invoice. Xero sends it automatically each month. No more forgetting.
Accept online payments
Add a 'Pay now' button so customers can pay by card or bank transfer straight from the invoice. You'll get paid faster.
Connect your bank
Bank feeds pull transactions in daily. Categorise them once and your books are always current.
This is Stage 3 — Capability. Systems like this save hours every week and free you to grow.
