Ace the Xero Certification Challenge 2025 – Unleash Your Accounting Superpowers!

To begin the process of turning on invoice reminders in Xero, the first step is to access the settings through the organization menu. This is essential because the settings allow you to configure various preferences related to invoice reminders, including enabling them, adjusting frequency, and choosing email templates. Once you're in the settings, you can make the necessary adjustments to how and when reminders will be sent to clients for overdue invoices.

The other steps, like selecting an invoice, confirming the due date, or editing the email template, are part of the process after you have set up the reminders in the settings. Those actions require you to first enable reminders, hence accessing the settings is the crucial initial step. This structure ensures that all automated processes concerning reminders are managed effectively from the central settings area, facilitating streamlined accounting practices.