Comparison

Already using Xero? Here's whyits built-in reminders aren't enough.

Xero's invoice reminders are free and built-in. But they cap out at 5 total stages, only support email, and apply the same schedule to every client. For growing businesses, that's a problem.

Search interest for “xero invoice reminders” keeps climbing. More businesses are hitting the limits and looking for something better.

ChaseBot doesn't replace Xero. It fills the gaps Xero's reminders leave behind.

Works with any Xero plan30-second setupFree tier available

Pro plan from $29/mo. Includes 200 invoices and priority support.

Xero reminders are basic, and that's the problem

When you have 5 or 10 invoices a month, Xero's built-in reminders work fine. But as your business grows, their limitations start costing you real money.

You get up to 5 reminder stages total (typically defaulting to a pre-due nudge plus overdue reminders at 14, 21, and 30 days). Each stage can have its own email template. But every client gets the same sequence, on the same schedule, with no way to assign different flows by client type, invoice size, or relationship. And there's no SMS at all.

5 max
Total stages
Same schedule for every client
Email only
Channels
No SMS capability
One flow
Client flexibility
Can't assign different flows per client

Feature-by-feature comparison

A side-by-side look at Xero's built-in reminders vs. ChaseBot.

Feature
Xero Built-in
ChaseBot
Price
Free with Xero
Free (5 invoices) / $29/mo
SMS Reminders
No
Yes (98% open rate)
Reminder Stages
5 max
Unlimited
Per-Client Flows
No (same schedule for all)
Yes
Auto-Stop on Payment
Yes (after reconciliation)
Yes (real-time webhooks)
Smart Scheduling
No
Yes
Pre-Due Reminders
Yes (within 5 total)
Yes (unlimited)
Analytics
None
Full dashboard
Setup Time
Built-in
30 seconds

Xero's reminders are included free and work for basic use. ChaseBot adds the channels, flexibility, and automation that businesses need as they scale. Learn more about invoice reminder software.

Ready to try the simpler approach?

Connect your Xero, free

Frequently asked
questions

Where Xero reminders fall short

These aren't edge cases. These are the frustrations real Xero users run into every week.

Capped at 5 reminder stages

Xero community thread

“Xero's reminder stages are limited to 5”

- User on r/Xero

Xero gives you a maximum of 5 reminder stages. You can customize the timing and email template for each stage, but 5 is the hard cap. For businesses with a longer collection cycle or complex escalation needs, that runs out fast.

ChaseBot: Unlimited reminder stages per flow. Build sequences that run as long as you need without any manual intervention.

Same flow for every client

Xero community thread

“You cannot set up different reminder flows for different client groups.”

- User on r/Xero

Xero lets you customize the email template for each stage, which is useful. But every client gets the exact same sequence on the exact same schedule. A $200 invoice to a regular monthly client follows the same path as a $15,000 invoice to a new customer. You can toggle reminders off per client or per invoice, but you can't assign different flows to different segments.

ChaseBot: Create multiple reminder flows and assign them per client. Use the visual flow builder to craft different sequences for different situations.

No SMS capability

Xero only sends email reminders. Email invoice reminders average a 20% open rate. That means 4 out of 5 clients never see your reminder. SMS gets a 98% open rate and is read within 3 minutes on average.

ChaseBot: SMS + email in a single flow. Start with email, escalate to SMS. Or lead with a text. Your choice. Learn more about SMS invoice reminders.

Payment detection depends on reconciliation

Xero community thread

“Chasing late invoices... eats up a huge amount of time”

- User on r/Xero

Xero does stop reminders once an invoice is marked as paid. But that only happens after bank reconciliation. If a customer pays on Monday and you reconcile on Thursday, a reminder can still go out in between. That's embarrassing and damages trust.

ChaseBot: Real-time Xero sync via webhooks. The moment a payment is recorded in Xero, ChaseBot detects it and cancels any pending reminders for that invoice. No reconciliation lag.

No analytics or reporting

Xero doesn't tell you which reminders are working. You can't see open rates, response rates, or how long it takes clients to pay after a reminder. You're flying blind.

ChaseBot: Full analytics dashboard showing reminder performance, average days to payment, and which flows are driving the fastest collections.

Running into issues with your current setup? Check our troubleshooting guide: Xero invoice reminders not working.

What Xero reminders get right

Credit where it's due. Xero's built-in reminders have some real advantages.

It's free

Included with every Xero subscription at no extra cost. You don't pay anything more to enable reminders.

It's built-in

No third-party app to set up, no OAuth flow, no extra login. Reminders are right there inside Xero's settings.

Pre-due reminders

Xero lets you send reminders before an invoice is due. A useful nudge that many businesses overlook.

Per-stage email templates

Each reminder stage gets its own editable email with customizable subject lines, body text, and dynamic placeholders like contact name and invoice details.

Per-client and per-invoice toggles

You can turn off reminders for a specific client or a specific invoice. Handy if you've agreed on a payment plan or want to exclude small accounts.

Small amount threshold

Xero lets you skip reminders for invoices under a certain dollar amount. Saves you from chasing tiny balances that aren't worth the follow-up.

PDF invoice attachment

Option to attach the invoice as a PDF directly to the reminder email. Some clients prefer this over clicking a link.

Simple to configure

If you only need basic email reminders on a fixed schedule, Xero's setup is straightforward. Toggle it on, set your days, done.

For a deeper walkthrough of setting up Xero's native reminders, see our guide on how to automate invoice reminders in Xero.

How ChaseBot extends Xero

ChaseBot doesn't replace Xero. You keep Xero for invoicing, payments, and accounting. ChaseBot handles the one thing Xero doesn't do well: getting invoices paid on time.

1

Connect Xero

One-click OAuth. Your outstanding invoices sync instantly. No CSV imports, no manual entry.

2

Build your flows

Use the visual flow builder to create reminder sequences. Mix SMS and email. Set timing per stage.

3

Assign per client

Different clients get different flows. High-value clients get a personal touch. Small invoices get a quick nudge.

4

Auto-pilot

Reminders go out on schedule. Payments are detected in real-time. You focus on your actual work.

Keep using Xero for
  • Creating and sending invoices
  • Recording payments and expenses
  • Bank reconciliation
  • Financial reporting
  • Payroll and bills
Use ChaseBot for
  • Automated SMS + email reminders
  • Unlimited reminder stages
  • Per-client flow assignment
  • Real-time payment detection (no reconciliation lag)
  • Collection analytics and reporting

Want the full picture on Xero invoice reminders? We cover everything from setup to advanced automation.

Is ChaseBot worth it if you already have Xero?

Let's do the math. ChaseBot's paid plan is $29/month. Is that worth it?

Scenario

You have a single $5,000 invoice that typically gets paid 30 days late. ChaseBot's SMS reminders + smart scheduling get it paid just 2 weeks faster.

Cash flow impact

That $5,000 hits your account 14 days earlier. If you're carrying a line of credit at 8% interest, that's ~$15 saved per invoice in financing costs alone. Plus the time you didn't spend chasing it manually.

The bottom line

Even one invoice paid faster each month pays for ChaseBot. And most businesses have dozens of outstanding invoices, not one. At $29/month, the ROI is almost immediate.

And you can start free.

ChaseBot's free tier covers 5 invoices per month with full SMS and email support. Test the impact on your collection speed before committing to the paid plan. No credit card required.

Stop leaving money on the table

Xero handles your invoicing. ChaseBot handles getting them paid. Connect in 30 seconds, start your free plan, and see the difference SMS and smart scheduling make.

Try ChaseBot free
Works with any Xero planSMS included freeCancel anytime