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Xero Overdue Invoice Triage

Chase unpaid sales invoices automatically. Pulls your contacts and authorised invoices, keeps the ones with a balance owed, looks up each customer's email, and drafts a tailored payment-reminder for every invoice that has an address on file (skipping those that don't). Each reminder is reviewed before it sends. You provide your sign-off name when you run it.

xerofinanceaccounts-receivableinvoicesoutreach

Chase unpaid sales invoices automatically. Pulls your contacts and authorised invoices, keeps the ones with a balance owed, looks up each customer's email, and drafts a tailored payment-reminder for every invoice that has an address on file (skipping those that don't). Each reminder is reviewed before it sends. You provide your sign-off name when you run it.

Steps
1
Reminder Settings
FORM
2
List Contacts
XERO
3
List Sales Invoices
XERO
4
Keep Outstanding
FILTER
5
Each Invoice
For Each
6
Resolve Email
EVALUATE
7
Has Email
CONDITION
8
Draft Reminder Email
Ai Text Generate
9
Send Reminder
Send Email

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