Xero reminder routing

Sending different Xero reminders to different customers, contacts, departments and regions.

Xero invoice reminders

Part of Accounts receivable for Xero

Xero invoice reminders card: up to 5 reminders, 3 set up by default, and only an on or off switch per customer

Can Xero send different invoice reminders to different customers?

Denym Bird19 Oct 2026
Sender ladder: accounts@ on the due date, a credit controller at 7 to 14 days, a director at 21 days and later

How do you send sterner invoice reminders to your most overdue customers in Xero?

Denym Bird19 Oct 2026
Customer groups: Retainer clients reminded on day 3, 10 and 20, Cash on delivery from day 14, each its own sequence

Xero invoice reminders by contact group

Denym Bird19 Oct 2026
Contact routing: Marketing gets its own invoices and reminders, head office gets the statement

Can Xero send invoice reminders to different departments at one customer?

Denym Bird16 Oct 2026
Sam Lee gets 3 Xero reminders for 3 contacts, or 1 reminder when Paidnice rolls them up to a parent

How to send one Xero invoice reminder to a contact across multiple companies

Denym Bird28 Sep 2026
Send time by region: UK mid-morning Tuesday or Wednesday, Australia up to 11 hours ahead, New Zealand up to 13 hours ahead

How to send Xero invoice reminders by customer location, region and time zone

Denym Bird28 Sep 2026
Xero £100 invoice floor: six £80 invoices get no reminders while £150 and £12,400 invoices get the full sequence

How to tier Xero invoice reminders by overdue balance

Denym Bird28 Sep 2026
Xero contact record: the primary person and Include in emails people get every reminder; the invoice To line is ignored

Why do Xero invoice reminders go to the wrong person?

Denym Bird28 Sep 2026
Paidnice sender profile with its own From name, From email and Reply-To address

Can you change the reply-to address on Xero invoice reminders?

Denym Bird28 Sep 2026
Paidnice late fee policy filtered by the Branch tracking category, so the fee applies to tagged invoices only

Can Xero tracking categories drive different invoice reminders and late fees?

Denym Bird28 Sep 2026