Invoice Reminders

To get accounts data from XERO you need to be logged in into XERO. Then you need to select from the menu Add-ons -> G-Accon for Xero -> Get Accounting Data -> Invoice Reminders.

Select  Invoice Reminders option from the drop down menu. You can select all attributes or some attributes based on your preferences. You can also expend attributes the see the whole structure with sub attributes or collapse it.

Xero provides Optional features that might be useful for your business.

Change Pull Settings allows you to perform the following operations:

  1. Create a new Google Sheet
  2. Enforce pick list values
  3. Create deep links to Xero
  4. Freeze Data Table Header
  5. Retrieve headers
  6. Keep Original Formatting
  7. Create a Data Table around pulled data
  8. Display Date Range
  9. Exclude Auto Refresh

You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field.

To schedule the auto Refresh, you can use option Schedule a Refresh. The important to remember this settings will take effect only if the master auto refresh process in turned on. See the Automation process explanation.

To execute the process, click on the “Execute” button. The   Invoice Reminders details will be populated on the Google Sheet.