Can I Collect Payments in Xero by Simply Sending an Email or SMS to my Customer?

ERP Payment Processing Integration Xero Payment Integration

Paygration, Inc.

Xero accounting software integrates with payment gateway solutions, providing businesses with advanced and convenient features, including the ability to collect payments by simply sending an email or SMS to your customers. This feature helps businesses save time, reduce administrative tasks, and ensure timely payments from clients. With Xero’s integrated email and SMS invoicing capabilities, you can offer your customers a seamless and straightforward payment experience, enhancing your cash flow and improving customer satisfaction.

Let’s check out how integrated email and SMS invoicing in Xero works, the benefits of using these methods, and explain how Paygration can help you implement these solutions efficiently.

Email or Text Invoicing

With an integrated payment solution, you can collect payments in Xero by sending an email or SMS to your customer. Xero’s invoicing features allow you to send digital invoices directly to your customers’ email inboxes or mobile phones. These invoices contain secure payment links that make it easy for customers to pay you with just a few clicks. This modern approach to invoicing eliminates the need for paper-based processes and ensures faster payment turnaround times.

Email and SMS invoicing in Xero not only simplifies payment collection but also provides flexibility to your customers. They can choose to pay instantly using various payment methods, such as credit cards, debit cards, or bank transfers, depending on the integrations you have set up in Xero. With these tools, you can offer a convenient and professional payment experience while reducing the time it takes to get paid.

Struggling with collecting payments on late invoices? Explore effective strategies for late invoice collection in Xero.

Email Invoicing: How It Works

Email invoicing in Xero is a straightforward process that allows you to create and send professional invoices directly from the platform. Once you have set up your payment integration in Xero, you can easily generate an invoice and email it to your customer. Here’s how it works:

Creating the Invoice: In Xero, you can create a new invoice by entering the customer’s details, the products or services provided, and the total amount due. You can customize the invoice with your branding, payment terms, and any necessary notes.
Sending the Invoice via Email: After creating the invoice, you can email it directly to your customer with just a few clicks. Xero automatically formats the email, attaching the invoice as a PDF and including a secure payment link in the body of the email. This link allows the customer to view and pay the invoice online.
Tracking and Reminders: Xero’s email invoicing system also provides tracking features, allowing you to see when the customer has viewed the invoice. If the payment is delayed, you can set up automatic reminders to nudge the customer, ensuring timely payments without the need for manual follow-up.

Key Features of Email Invoicing in Xero:

Customizable Invoice Templates: Add your logo, brand colors, and terms.
Payment Links: Include secure links for online payments.
Automated Reminders: Reduce late payments with scheduled reminders.
Invoice Tracking: Know when customers view your invoices.

By leveraging these features, email invoicing in Xero becomes a powerful tool for businesses looking to streamline their payment processes and reduce the time spent on manual invoicing tasks.

SMS Text Invoicing: How It Works

SMS text invoicing is another efficient way to collect payments using Xero. With the rise of mobile usage, SMS invoicing allows you to reach your customers directly on their smartphones. This method is particularly useful for businesses whose clients may be on the go or prefer quick and easy payment options via their mobile devices.

Setting Up SMS Invoicing: To send invoices via SMS, you’ll need to ensure that your customers’ mobile numbers are correctly entered into Xero. Once the numbers are in place, you can create and send invoices just as you would with email invoicing, but instead of sending an email, the invoice will be delivered as a text message.
Sending the Invoice via SMS: When you send an invoice through SMS, Xero formats the message to include a brief description of the invoice and a secure payment link. The customer can click the link directly from their text message, view the invoice on their mobile browser, and complete the payment using the available options.
Real-Time Notifications: SMS invoicing offers real-time notifications, making it easy for customers to act on invoices immediately. The instant nature of SMS messaging can help you get paid faster, as customers are more likely to see and respond to a text message compared to an email that might get lost in a crowded inbox.

Key Features of SMS Invoicing in Xero:

Direct to Mobile: Reach customers instantly on their smartphones.
Mobile-Friendly Payment Links: Enable payments through a mobile browser.
Real-Time Delivery: Send invoices with immediate notifications.
High Engagement Rates: Increase the likelihood of faster payments.

SMS invoicing is particularly advantageous for businesses dealing with clients who prefer mobile communication or for those who need to issue invoices while their customers are on the move.

Benefits of Email or SMS Text Invoicing

Using email or SMS text invoicing in Xero offers numerous advantages, making it a smart choice for businesses looking to optimize their payment processes. Here are some key benefits:

Faster Payments: Digital invoices delivered via email or SMS ensure quick access, allowing customers to pay immediately without delays.
Convenience for Customers: Customers can pay invoices using various payment methods, making it easier for them to settle their bills.
Automated Tracking: Xero tracks invoice views and payments, reducing the need for manual follow-up and ensuring you stay on top of outstanding invoices.
Reduced Administrative Work: Automating the invoicing process frees up time, allowing you to focus on more important business tasks.
Customizable Templates: Tailor your invoices to match your brand, enhancing your professional image and building customer trust.
Automatic Reminders: Set up automatic payment reminders, reducing late payments and improving cash flow.
Improved Cash Flow: By speeding up the invoicing process and ensuring timely payments, you can maintain a healthier cash flow, which is essential for the stability of your business.

Conclusion

Xero’s email and SMS invoicing features offer a convenient and efficient way to collect payments from your customers. Whether you choose to send invoices via email or SMS, you’ll benefit from faster payments, reduced administrative tasks, and an enhanced customer experience.

If you want to make Xero invoicing even easier, our experts at Paygration can help set up the payment integration for you. We offer personalized setup services to enable email and SMS text invoicing, ensuring your business runs smoothly. To get started, call us at 866-949-7267 or click the link below for a demo.