Automated Overdue Payment Reminders

Xero Integration

If you are using Xero for back-end accounting, your Invoices will be exported to Xero along with the Invoice Due Date. Refer to the Invoice Due Date guide below if you're not familiar with this feature.

In this case, we recommend using Xero's Invoice Reminders feature as per their help guide: https://central.xero.com/s/article/Set-up-invoice-reminders

HirePOS CRM > Auto-followups

HirePOS includes a feature to automatically send out emails based on certain criteria. Refer to the Auto-followups guide below. This is useful for automating all kinds of reminders, e.g. upcoming bookings, overdue returns, etc.

Set the Record Type in your Overdue Payment Reminder email template to the Outstanding setting, set the Date Filter to Date Due, and set the Days After to the number of days after the Date Due that the email should be sent out.

There is currently no Exclude On Hire setting, so you need to keep this in mind if using this feature for "automatic" overdue reminders.

For manual bulk overdue payment reminders, you can use the Payments > Payments Outstanding > Send Overdue Reminders tab as per the help guide.