Xero Invoice Reminders and Credit Control Plan
Set up reminders and messages that get invoices paid.
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Plan credit control in Xero. Customers and typical invoice value: [CUSTOMERS_AND_VALUE]. Payment terms: [TERMS]. Current late payment problems: [PROBLEMS]. Tone: [TONE]. Confirm there is no dispute before chasing. Write reminder emails as blocks, each under 90 words with placeholders for invoice number, amount and link: before the due date, on the due date, 7 days after, 21 days after, and a final reminder. Polite, specific, no threats. Explain how to set up repeating reminders and branding [VERIFY]. Weekly 30-minute routine: review ageing, phone the top debtors, record promises to pay, escalate. Days sales outstanding for a sample: receivables 18,000 and annual sales 144,000 give 18,000 / 144,000 x 365 = 45.6 days. Late payment interest and fees must match my contract and local law [VERIFY]. This is bookkeeping education, not accounting, tax or legal advice; rules differ by place, so end with the questions a qualified professional should answer for my situation [VERIFY].
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