Integration
AvailableXero 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.
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 up to five scheduled emails per invoice, on one schedule set for the whole organisation. DueTrail adds the layer your team actually works in: a shared queue, tracked promises to pay, and approval before anything reaches a customer.
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?
Nothing you need to track. The connection syncs automatically every hour: when an invoice is marked paid in Xero, DueTrail settles the matching case on its own. Right before each reminder goes out, DueTrail also re-checks the balance in Xero — so a customer who has already paid is never chased. Re-importing is always safe too; cases are de-duplicated by invoice reference. Marking a case paid in DueTrail never touches Xero.
Is DueTrail a debt collection agency for Xero?
No. DueTrail is collections software: your own team sends the follow-ups, from your own address, and approves every one before it goes out. Nothing is handed to a third-party collector and no debt is bought. If a case does eventually need an agency or a lawyer, the case timeline is a complete record of what was sent, what was replied, and what was promised.
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.