Accounts receivable templatesAutomate overdue invoice reminders in Xero
Modern checks Xero every weekday for overdue invoices and sends polite reminders from your own Gmail on the cadence you set. It reads every reply, logs promises to pay and hands an invoice to a person once it needs a call.
TriggerWeekdays at 9:00
Steps5 steps, from trigger to sign-off
ControlCredit controller approves reminders at 14 days and later
Free to start. No card needed.
Weekdays at 9:00The instruction
“Every weekday at 9:00, find invoices in Xero that are 1, 7 or 14 days overdue and email the billing contact from ar@ with the invoice and a payment link attached. Use a friendly tone at first and a firmer one at 14 days. Skip any customer with an open dispute or a promise to pay. At 30 days overdue, stop emailing and ask the credit controller in Slack to call.”
Works with every major ERP
- +100 more
How it runs
5 steps from trigger to sign-off
- 01
Find overdue invoices
Reads open invoices, due dates and billing contacts from Xero every weekday morning.
Xero - 02
Check the history
Skips customers with an open dispute, a promise to pay or a payment already on the way.
Modern - 03
Draft the reminder
Writes a reminder in your tone with the invoice PDF and payment link attached.
Modern - 04
Approve firmer reminders
Sends reminders at 14 days and later to the credit controller to approve before they go out.
Slack - 05
Send and log
Sends each email from your Gmail and notes it against the invoice in Xero.
Gmail
Replaces credit control software
Still paying for credit control?
This template does the job of Chaser and Satago inside Modern. Run the stack audit to see what you could cancel across your whole finance stack.
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FAQs
Chase overdue invoices on a cadence: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Yes. Modern sends from your Gmail or Outlook mailbox, so replies land in the inbox your customers already use.
Modern reads the reply, logs any promise to pay or dispute against the invoice and pauses chasing for that customer. Replies that need an answer are drafted for you to approve.
Yes. Modern reads open invoices from QuickBooks, NetSuite, Sage or Xero, with the same cadence and approvals.