We often hear from clients “I often forget to send invoice reminders or statements and invoices are falling through the cracks, can Xero help with this?” Easy, of course it can!
Xero has just released the “set and forget” style reminders for all of your invoices and statements
Want an invoice to be re-s
ent three days before the due date, on the due date and one day after? Just let Xero know how often!
Are you wanting to have varied email templates for each of these reminders, why didn’t you say so! Don’t worry, certain customers can be excluded from these reminders if you have an existing arrangement with them.
Should you be looking at implementing this for your business, don’t hesitate to give us a call!
There’s a quiet shift happening within the ATO, and it’s catching a lot of businesses off guard. The ATO is using its newly enhanced Risk Engine, now powered by artificial intelligence, to comb through business financials with greater speed, accuracy, and scrutiny than ever before.
Shannon Smit, Founding Director of Smart Private Wealth, has been awarded the prestigious Excellence in Innovation award at the 2025 Count Financial Awards, recognising her ground-breaking leadership in transforming how financial advice and professional services are delivered in Australia.
