Xero Integration

Your Xero invoice remindersare limited. Here's the fix.

Xero's built-in invoice reminders top out at 5 stages, only support email, and give you almost no control over timing or tone. For a lot of businesses, that's not enough.

Xero community thread On the Xero subreddit, users are asking whether anyone else finds the reminder stages limiting. The answer: yes, and search volume for “xero invoice reminders” has grown over 1,000% in the past year. People want better.

ChaseBot picks up where Xero's reminders leave off.

Works with any Xero plan30-second setupFree tier available

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

What Xero's built-in reminders can't do

Xero's reminders were designed as a basic feature, not a collection system. Here's where they fall short.

No SMS reminders

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

Only 5 reminder stages

Xero limits you to 5 reminder stages across all invoices. If your collection process needs more touchpoints (most do), you're stuck. ChaseBot supports up to 10 steps per flow, with up to 6 different flows.

Generic templates

Xero's reminder templates are basic. You get limited formatting, no per-step customization, and no way to adjust the tone as you escalate. First reminder and final notice shouldn't sound the same.

One-size-fits-all timing

Xero applies the same reminder schedule to every invoice. But a $500 invoice from a regular client needs a different cadence than a $15,000 invoice from a new one. ChaseBot lets you create separate flows.

Xero Reminders vs. ChaseBot

A side-by-side look at what you get with each option.

Feature
Xero Reminders
ChaseBot
Reminder channels
Email only
Email + SMS
Reminder stages
Up to 5
Up to 10 per flow
Number of flows
1 (global)
Up to 6 custom flows
SMS open rate
N/A (no SMS)
98%
Custom message templates
Limited
Fully customizable
Auto-stop on payment
Yes
Yes (real-time)
Payment detection speed
Batch sync
Real-time webhooks
Setup time
Built-in
30 seconds
Price
Included with Xero
Free (5 inv) / $29/mo

Xero's reminders are included with your subscription and work fine for basic use. ChaseBot adds SMS, more stages, and multi-flow support for businesses that need their invoices paid faster.

How ChaseBot works with Xero

ChaseBot connects to your Xero account through Xero's official API. Nothing sketchy, no CSV imports, no manual data entry.

1

Connect Xero

Click "Connect Xero" in your ChaseBot dashboard. Authorize access through Xero's standard OAuth flow. Done in 10 seconds.

2

Invoices sync

All your outstanding and overdue invoices appear in ChaseBot immediately. New invoices sync automatically going forward.

3

Reminders go out

ChaseBot sends SMS and email reminders on your schedule. Friendly first, firmer as time goes on. Fully customizable.

4

Payment stops it

When a client pays and it's recorded in Xero, ChaseBot detects it via webhook and stops reminders instantly. No lag.

Real problems Xero users face with reminders

Xero community thread

“Xero's reminder stages are limited to 5. Does anybody else wish it could support more stages and more automation rules?”

- Xero user on r/xero

How ChaseBot fixes this: Up to 10 reminder steps per flow, and up to 6 separate flows. Create different sequences for different client types, invoice amounts, or situations.

Popular r/smallbusiness discussion

“We send invoices and receipts to regular clients, same addresses for years, and they're suddenly ending up in junk. Makes us look unprofessional and delays payments too.”

- Small business owner on r/smallbusiness

How ChaseBot fixes this: SMS reminders bypass spam folders entirely. Your message lands on their phone screen directly. 98% open rate vs 20% for email. Learn more about SMS invoice reminders.

Popular r/smallbusiness discussion

“Spent my Saturday manually matching 47 invoices to bank payments... This weekend literally took 4 hours because three different clients paid partial amounts.”

- Business owner on r/smallbusiness

How ChaseBot fixes this: Real-time Xero sync means you never have to manually check payment status. ChaseBot's dashboard shows you exactly what's outstanding, what's been paid, and what's in progress, all at a glance.

ChaseBot doesn't replace Xero. It upgrades it.

Keep using Xero for everything you already use it for. ChaseBot handles the one thing Xero doesn't do well: getting people to pay on time.

Keep using Xero for
  • Creating and sending invoices
  • Recording payments and expenses
  • Bank reconciliation
  • Financial reporting and BAS
  • Payroll and bills
Use ChaseBot for
  • Automated SMS + email reminders
  • Multi-step collection flows
  • Escalation sequences (friendly → firm)
  • Real-time payment detection
  • Collection performance analytics

Looking for a complete invoice reminder software solution? ChaseBot handles the entire reminder workflow so you don't have to.

Start free. Upgrade when you need to.

ChaseBot's free plan handles 5 invoices per month with full SMS and email support. That's enough to see if it works for you.

Free
$0
5 invoices/month
  • Email + SMS reminders
  • Full Xero sync
  • 1 reminder flow
  • Dashboard analytics
Paid
$29
200 invoices/month
  • Everything in Free
  • Up to 6 custom flows
  • CSV data export
  • Priority support
Connect your Xero, free

No credit card required. Cancel anytime.

Frequently asked
questions

Your Xero invoices deserve better reminders

Xero handles invoicing. ChaseBot handles getting them paid. Connect in 30 seconds, start your free plan, and watch the difference SMS makes.

Connect your Xero, free
Works with any Xero planSMS included freeCancel anytime