Summary
- The short answer: Xero can only skip reminders below a set amount; it can’t treat large balances differently. Trove routes both small and big balances into their own workflow.
- The workaround: use Xero’s ‘overdue amount’ setting to ensure only larger invoices get reminders.
- How Trove does it: it knows each customer’s overdue balance and routes customers owing different amounts into different workflows with different tones.
- Example: one Trove customer sends any account more than £1,000 overdue into a sequence that cc’s the account manager automatically.
The manual workaround in Xero
Businesses have asked to send different reminders based on customer balance for a while. On Xero’s product ideas board, one request around value-based reminders asks for an option not to send reminders for amounts owing over a set figure, alongside separate reminder flows for different customer types. The under-threshold setting exists; everything above it doesn’t.
Here’s our guide on how to turn on invoice reminders in Xero, including where the setting is to not chase amounts under £X.
How Trove escalates large balances automatically
Trove knows the overdue balance for every customer and lets you route customers into different workflows depending on their balance.
One Trove customer routes any account more than £1,000 overdue into a dedicated sequence that cc’s the account manager automatically. Another sends anyone with a balance under £20 a monthly statement instead of regular due date reminders.
Balance is one of several things you can segment on. For the full picture, start with whether you can send different Xero reminders to different customers, or see how the same approach works when you split reminders by product line or by customer location.
Try it on your own Xero account
Trove runs a free 30-day trial and takes about five minutes to connect to your Xero account. You can start a free trial here or book a demo if you’d like to see it set up first.
