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How to use Invoice Reminders?

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How to use Invoice Reminders?

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  1. How To Use Invoice Reminders?

  2. Debt collection is considered among tiresome jobs which can get difficult if you have lots of customers. But with XERO Reminders you can chase and focus on the important tasks. If you have customers to whom you do not want to send memos/ chasers then it is not an issue. But unpaid invoices mean you are working without the money. With XERO, you just need to go to Contacts and select your client. With options you can set your memos.

  3. But What are Invoice Reminders? These are the memos permits you to send an email of the invoice reminder to your customers automatically. It depends whether you want to remind them before or after due date. You can customize the message. How to set the memo? • Select tick box for turning on the reminders. • To follow up the sent invoices check the default emails and dates. • Eliminate the customers and invoices that you don't want your customer to receive either by going to Contacts or invoice.

  4. You don't have to do anything else once you have activated invoice reminders. XERO will check if anything is unpaid from all the sent invoices every morning. A memo will be sent to any invoices that are due according to your settings. You can turn on and off these memos/ notice anytime you want. It will not sent the past memos if you have not turned it on for a long period. Even for a particular customer you can change the settings. It implies your memos are in control. It not only saves a lot of time but also minimizes the burden of sending reminders to each contact.

  5. Contact Us If you still have any question regarding the utility of the tool, then get in touch with the professionals at XERO Technical Support Number +64-800995025.Our technicians are here to help you 24/7. You can also connect with us over via live chat or email. Original Source

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