Xero invoice reminders your team reviews first

Connect Xero read-only, import open and overdue invoices in one click, and run follow-up as a workflow — every reminder reviewed before it goes out.

Read-only connection. DueTrail never writes anything back to Xero.

Start in Review Mode See interactive demo

How it works

Connect Xero

Authorise a read-only connection and pick the Xero organisation to import from. No CSV, no setup project.

Review the queue

Open and overdue invoices become collection cases — created paused. Nothing is emailed during import or review.

Follow up when ready

Approve reminders one by one or switch on automation once the queue looks right. Every send is logged on the case timeline.

What gets imported

Open and overdue sales invoices
Amounts, currencies, and due dates
Customer names and billing contacts
Invoice references, so re-imports never create duplicate cases

Already using Xero's built-in reminders? Keep them — or pause them and let DueTrail run the follow-up with full visibility for your team.

Xero sends reminder emails. DueTrail runs the follow-up.

Xero's invoice reminders send basic emails per invoice. DueTrail adds the layer your team actually works in: a shared queue, tracked promises to pay, and approval before anything reaches a customer.

Xero invoice reminders

DueTrail

Automatic emails per invoice

Reviewable collection cases in one queue

Same schedule for every customer

Workflows per customer situation

No shared view of who was contacted

Team-wide timeline of every touch and reply

Promises to pay live in your inbox

Promises tracked with due dates and follow-up

Risky to switch on for old debt

Starts paused in Review Mode — you approve every send

Frequently asked questions

Does DueTrail write anything back to Xero?

No. The connection is read-only: DueTrail imports invoice and contact data and never creates, edits, or sends anything inside Xero.

Do I have to turn off Xero's built-in invoice reminders?

No. Many teams keep Xero reminders for fresh invoices and use DueTrail for structured follow-up on overdue ones. If you'd rather run everything from DueTrail, just switch Xero reminders off.

What happens when an invoice is paid in Xero?

Re-import to pull the latest state — cases are de-duplicated by invoice reference, so nothing is created twice. Marking a case paid in DueTrail never touches Xero.

Can I try it without emailing customers?

Yes. Imported cases start paused in Review Mode. You can inspect every case, preview every reminder, and send test emails to yourself before anything goes live.

Not on Xero, or want to start even simpler? DueTrail imports a CSV from any accounting tool. See all integrations →

Chase overdue Xero invoices without the spreadsheet.

Connect read-only, review the queue, and go live only when your team is ready.

Start in Review Mode