Zapier: Send clients an SMS alert when you create a new Xero invoice
Not everyone wants to pay late. But unfortunately, they can easily be distracted by the mountains of tasks and demands on the daily, so paying your invoice may not be their radar.
There’s no secret sauce in getting payments early or on time, but there are ways to ensure that your invoices are on top of mind. Notifying your customers about a new invoice from the onset can help. The great news is that you can automate it with this Zapier SMS integration for Xero.
What is Xero?
Xero describes themselves as a cloud-based accounting software that connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration.
Send an SMS alert when you create a new Xero invoice
When you create a new Xero invoice, Zapier automatically gets our online SMS service to send a text messages to your client’s mobile number. Here’s an example:
By using SMS, you harness its phenomenal 98% open rate, getting your customer’s attention immediately. To help you get started quickly, feel free to use this SMS template.
Note: We also have a wide selection of SMS templates that you can draw inspiration from and use for many different purposes.
You can also set up automatic SMS reminders within this same integration to give you clients a gentle nudge a few days before the due date. We have all the setup details in the link below.