Xero
Xero invoice and reminder checks
Prepare payment notes from current invoice facts and keep them separate from reminders already running in Xero.
Review the unpaid list
Group a fresh export into balances to check, drafts to prepare and disputed items for the owner. Record the export date. Start with Review the unpaid list.
Draft one clear reminder
Use the current remaining balance and due date. Check organization, customer and invoice-level reminders before adding a manual send. Start with Draft one clear reminder.
Keep status with the handoff
Include the confirmed invoice status without labeling a sent or partially paid invoice settled. Keep accounting details in the private record. Start with Keep status with the handoff.
What you provide
Provide a dated report, invoice numbers and recent payment updates from the person managing Xero. Draft work needs no bank access. A proposed account connection requires the organization owner to review sign-in and permissions privately; exports are enough to start.
Limits to know
No active Xero connector is assumed here. A draft does not reconcile transactions, apply fees or change Xero reminder settings. Xero documents reminders at several levels; inspect the actual account rather than relying on a note in an exported list.
Sources: Xero: invoice reminder settings
Setup in 3 steps
Prepare payment notes from current invoice facts and keep them separate from reminders already running in Xero.
- Get a fresh invoice export without banking credentials.
- Confirm balances and which Xero reminders are active.
- Review a draft and assign the one sending process.