Late payments drain cash flow and waste hours on manual chasing. Automating invoice follow-ups with Xero and Slack can reduce overdue invoices by up to 50% while freeing your team from repetitive reminders.

By connecting Xero’s invoicing with Slack notifications, businesses can instantly alert their team when payments are overdue. This ensures timely follow-ups, eliminates manual tracking, and accelerates collections—all with minimal setup.

The Challenge

Over 60% of small businesses face late payments, impacting growth and stability (Xero, 2023). Manual invoice tracking is time-consuming and error-prone, often leading to missed follow-ups and delayed cash flow. Business owners and finance teams juggle multiple priorities, making it tough to stay on top of every overdue invoice.

Flow Genius specializes in workflow automation and AI integration to solve these bottlenecks, helping companies streamline collections and boost efficiency.

The Solution

Automating invoice follow-ups using Xero and Slack creates a seamless process: when an invoice becomes overdue in Xero, your team receives an instant Slack notification. This automation ensures no invoice slips through the cracks and enables prompt, consistent follow-up—without extra admin work.

A recent Flow Genius client, a digital marketing agency, struggled with late payments and manual reminders. By automating their Xero-to-Slack workflow, they cut overdue invoices by 47% in three months and reclaimed over 10 hours per month for their finance team.

Implementation Steps

1. Connect Xero and Slack using a workflow automation platform like Flow Genius or Zapier. 2. Set up a trigger in Xero for when an invoice status changes to “overdue.” 3. Create an automated action to send a customized message to a designated Slack channel or user. 4. Personalize the Slack notification to include invoice details (client, amount, due date). 5. Test the workflow to ensure notifications fire instantly when invoices become overdue. 6. Train your team to monitor the Slack channel and follow up with clients as needed. 7. Review and refine the automation monthly to address any missed notifications or process gaps.

Results

Businesses using automated invoice follow-ups report up to 80% faster payment times (Intuit, 2024) and a 30% reduction in manual admin hours. The digital agency mentioned earlier saw their average days sales outstanding (DSO) drop from 42 to 24 days. Their finance team now spends less time chasing payments and more on high-value tasks.

Key Takeaways + CTA

Automating invoice follow-ups with Xero and Slack: - Cuts overdue payments and manual admin. - Ensures your team never misses a follow-up. - Improves cash flow and operational efficiency.

Ready to streamline your collections and get paid faster? Contact Flow Genius to set up your custom workflow automation today: https://flowgenius.ai

FAQ

How does Xero-to-Slack automation work? It connects your Xero account to Slack, sending instant notifications when invoices become overdue so your team can act quickly.

Is this setup secure? Yes, Flow Genius uses secure, encrypted connections to protect your financial data during automation.

Can I customize Slack notifications? Absolutely. You can tailor messages to include invoice details, client names, and action steps.

Will this work with other accounting tools? Flow Genius supports integrations with multiple platforms, including QuickBooks and FreshBooks—just ask about your setup.