Automated Client Invoicing Workflow in Xero
Set up recurring invoices and reminders in Xero to automate client billing with clear, professional communication.
Who is this for?
This guide is for Accountants and Small Business Owners who want to automate the entire "invoice-to-remind" lifecycle in Xero for retainers and recurring fees.
Step-by-Step Guide
Common Pitfalls & Troubleshooting
- Client not receiving emails: Check if the email address in Contacts is correct and check their Spam folder.
- Invoices created as "Draft": Ensure you selected "Approve for Sending" or "Email this invoice" in the recurring settings, otherwise they sit in Drafts.
- Reminders not sending: Reminders are only sent if the invoice is "Sent" (not Draft) and the amount is outstanding.
Why Users Choose Xero
Xero's recurring invoice and reminder system eliminates most manual invoicing work by automatically generating and sending invoices on schedule. The automated reminder feature ensures clients receive timely follow-ups for overdue payments without requiring you to manually track due dates or compose chase emails, creating a reliable billing cycle that runs itself.
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Xero sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.