How-to guides

How to set up automatic invoice reminders

Step-by-step help for turning on reminders in QuickBooks Online or Xero, choosing a cadence, writing each message and keeping reminder emails out of the spam folder.

Turn on a five-touch reminder cadence in a safe order and know when a dedicated tool would help.

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How to automate invoice reminders: a cadence and wording plan

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Set up automatic invoice reminders in QuickBooks Online, Xero or a dedicated tool with a before-due, due-day, 7, 14 and 30 day cadence and plain wording.

Bottom line: Turn on the reminders already inside QuickBooks Online or Xero first, using five touches: a few days before the due date, on the due date, and 7, 14 and 30 days late. Add a dedicated tool only when you need text messages, rules by customer or a pay link in every message. Authenticate your sending domain either way.

Practical guide

What is InvoiceSherpa? How the software works, step by step

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A plain explanation of InvoiceSherpa: how it connects to QuickBooks Online or Xero, what it sends and automates, and what it leaves to your accounting software.

Bottom line: InvoiceSherpa is accounts receivable automation software for small businesses. It syncs unpaid invoices from QuickBooks Online or Xero, sends reminders by email and text on a schedule, lets customers pay from the reminder and posts payments back. It does not replace your accounting software or your judgment on disputed invoices.