Xero Overdue Invoice Automated Email Report for Outlook
Identify Overdue Invoices More Efficiently - Automate Your Invoice Tracking
Do you waste time manually checking Xero for overdue invoices? Are your clients ignoring Xero’s automated reminders? Sometimes, a personal follow-up email from you or your VA is the key to getting paid faster, but keeping track of overdue invoices takes up valuable time.
The Solution: Xero Late Payment Email Automation
This automation pulls overdue invoices from Xero and sends a weekly email report straight to your inbox, ensuring you never miss a follow-up opportunity. No more logging in manually, just actionable data, delivered automatically.
✅ Automates overdue invoice tracking, so you never forget to follow up.
✅ Sends a structured email report every Monday at 9 AM (or your preferred time).
✅ Sorted by urgency, prioritiing invoices with the longest overdue dates.
✅ Saves time, so you (or your VA) can focus on strategic follow-ups.
How It Works
1️⃣ Connect to Xero – Securely integrates to pull overdue invoices.
2️⃣ Set Your Preferred Email Recipient – Send the report to yourself, your finance team, or your VA.
3️⃣ Schedule the Automation – Runs weekly on autopilot.
4️⃣ Receive a Clear, Actionable Report – Includes:
Client Name
Invoice Number
Invoice Date
Amount Due
Days Overdue
5️⃣ Decide How to Follow Up – Send a personal reminder, escalate overdue accounts, or let your VA handle follow-ups.
Why This is Better Than Xero’s Automated Reminders
🔹 Xero reminders get ignored, a personalised follow-up gets invoices paid faster.
🔹 You stay in control, see exactly which invoices need attention before taking action.
🔹 More professional approach, tailor follow-ups to maintain strong client relationships.
Who Should Use This?
✅ Freelancers & Consultants – Get alerted on overdue invoices automatically.
✅ Business Owners – Stay on top of unpaid invoices before cash flow issues arise.
✅ Virtual Assistants & Admins – Proactively follow up on late invoices without waiting for clients to check.
✅ Finance Teams – Automate weekly overdue invoice tracking & avoid missed follow-ups.
One-Time Purchase – No Monthly Fees!
Unlike expensive finance tracking software, this is a one-time purchase that keeps running automatically.
💳 €75 – Instant Download
✅ Make.com Automation Template (No coding required)
✅ Secure Xero Integration (Easy connection in minutes)
✅ Customisable Email Report (Modify frequency, recipients & formatting)
✅ Step-by-Step Setup Guide (PDF)
🚀 Stop manually checking unpaid invoices. Automate your overdue invoice tracking today!
Important: Make.com Subscription Requirement
This automation runs on Make.com, which offers both free and paid plans.
If you track invoices weekly and have fewer than 250 overdue invoices per run, the free plan should be sufficient. Higher-volume users may need a paid Make.com subscription for extended usage.
You can check Make.com pricing here: https://www.make.com/en/pricing.
Need Custom Setup or Support?📩 Email: automations@sophiesbureau.com
Identify Overdue Invoices More Efficiently - Automate Your Invoice Tracking
Do you waste time manually checking Xero for overdue invoices? Are your clients ignoring Xero’s automated reminders? Sometimes, a personal follow-up email from you or your VA is the key to getting paid faster, but keeping track of overdue invoices takes up valuable time.
The Solution: Xero Late Payment Email Automation
This automation pulls overdue invoices from Xero and sends a weekly email report straight to your inbox, ensuring you never miss a follow-up opportunity. No more logging in manually, just actionable data, delivered automatically.
✅ Automates overdue invoice tracking, so you never forget to follow up.
✅ Sends a structured email report every Monday at 9 AM (or your preferred time).
✅ Sorted by urgency, prioritiing invoices with the longest overdue dates.
✅ Saves time, so you (or your VA) can focus on strategic follow-ups.
How It Works
1️⃣ Connect to Xero – Securely integrates to pull overdue invoices.
2️⃣ Set Your Preferred Email Recipient – Send the report to yourself, your finance team, or your VA.
3️⃣ Schedule the Automation – Runs weekly on autopilot.
4️⃣ Receive a Clear, Actionable Report – Includes:
Client Name
Invoice Number
Invoice Date
Amount Due
Days Overdue
5️⃣ Decide How to Follow Up – Send a personal reminder, escalate overdue accounts, or let your VA handle follow-ups.
Why This is Better Than Xero’s Automated Reminders
🔹 Xero reminders get ignored, a personalised follow-up gets invoices paid faster.
🔹 You stay in control, see exactly which invoices need attention before taking action.
🔹 More professional approach, tailor follow-ups to maintain strong client relationships.
Who Should Use This?
✅ Freelancers & Consultants – Get alerted on overdue invoices automatically.
✅ Business Owners – Stay on top of unpaid invoices before cash flow issues arise.
✅ Virtual Assistants & Admins – Proactively follow up on late invoices without waiting for clients to check.
✅ Finance Teams – Automate weekly overdue invoice tracking & avoid missed follow-ups.
One-Time Purchase – No Monthly Fees!
Unlike expensive finance tracking software, this is a one-time purchase that keeps running automatically.
💳 €75 – Instant Download
✅ Make.com Automation Template (No coding required)
✅ Secure Xero Integration (Easy connection in minutes)
✅ Customisable Email Report (Modify frequency, recipients & formatting)
✅ Step-by-Step Setup Guide (PDF)
🚀 Stop manually checking unpaid invoices. Automate your overdue invoice tracking today!
Important: Make.com Subscription Requirement
This automation runs on Make.com, which offers both free and paid plans.
If you track invoices weekly and have fewer than 250 overdue invoices per run, the free plan should be sufficient. Higher-volume users may need a paid Make.com subscription for extended usage.
You can check Make.com pricing here: https://www.make.com/en/pricing.
Need Custom Setup or Support?📩 Email: automations@sophiesbureau.com
Identify Overdue Invoices More Efficiently - Automate Your Invoice Tracking
Do you waste time manually checking Xero for overdue invoices? Are your clients ignoring Xero’s automated reminders? Sometimes, a personal follow-up email from you or your VA is the key to getting paid faster, but keeping track of overdue invoices takes up valuable time.
The Solution: Xero Late Payment Email Automation
This automation pulls overdue invoices from Xero and sends a weekly email report straight to your inbox, ensuring you never miss a follow-up opportunity. No more logging in manually, just actionable data, delivered automatically.
✅ Automates overdue invoice tracking, so you never forget to follow up.
✅ Sends a structured email report every Monday at 9 AM (or your preferred time).
✅ Sorted by urgency, prioritiing invoices with the longest overdue dates.
✅ Saves time, so you (or your VA) can focus on strategic follow-ups.
How It Works
1️⃣ Connect to Xero – Securely integrates to pull overdue invoices.
2️⃣ Set Your Preferred Email Recipient – Send the report to yourself, your finance team, or your VA.
3️⃣ Schedule the Automation – Runs weekly on autopilot.
4️⃣ Receive a Clear, Actionable Report – Includes:
Client Name
Invoice Number
Invoice Date
Amount Due
Days Overdue
5️⃣ Decide How to Follow Up – Send a personal reminder, escalate overdue accounts, or let your VA handle follow-ups.
Why This is Better Than Xero’s Automated Reminders
🔹 Xero reminders get ignored, a personalised follow-up gets invoices paid faster.
🔹 You stay in control, see exactly which invoices need attention before taking action.
🔹 More professional approach, tailor follow-ups to maintain strong client relationships.
Who Should Use This?
✅ Freelancers & Consultants – Get alerted on overdue invoices automatically.
✅ Business Owners – Stay on top of unpaid invoices before cash flow issues arise.
✅ Virtual Assistants & Admins – Proactively follow up on late invoices without waiting for clients to check.
✅ Finance Teams – Automate weekly overdue invoice tracking & avoid missed follow-ups.
One-Time Purchase – No Monthly Fees!
Unlike expensive finance tracking software, this is a one-time purchase that keeps running automatically.
💳 €75 – Instant Download
✅ Make.com Automation Template (No coding required)
✅ Secure Xero Integration (Easy connection in minutes)
✅ Customisable Email Report (Modify frequency, recipients & formatting)
✅ Step-by-Step Setup Guide (PDF)
🚀 Stop manually checking unpaid invoices. Automate your overdue invoice tracking today!
Important: Make.com Subscription Requirement
This automation runs on Make.com, which offers both free and paid plans.
If you track invoices weekly and have fewer than 250 overdue invoices per run, the free plan should be sufficient. Higher-volume users may need a paid Make.com subscription for extended usage.
You can check Make.com pricing here: https://www.make.com/en/pricing.
Need Custom Setup or Support?📩 Email: automations@sophiesbureau.com
