Email inboxes are crowded. WhatsApp is where people pay attention. When a client owes you money or a payment hits your account, the last place you want that alert buried is in an unread inbox thread. Neotask connects Xero and WhatsApp so your invoices, payment confirmations, overdue reminders, and accounting events are delivered as instant WhatsApp messages — to you, your team, or your clients. No chasing threads, no manual follow-ups, and no custom integrations to maintain.
Notify clients via WhatsApp the moment Xero marks invoices paid.
Auto-send Xero overdue invoice nudges through WhatsApp chats.
Manage Xero billing conversations from WhatsApp without switching tools.
Invoice Created → WhatsApp Notification The moment Xero raises a new invoice, Neotask sends a WhatsApp message with the invoice number, client name, amount, and due date — keeping your team informed and giving clients an immediate, readable heads-up.
Overdue Invoice → WhatsApp Payment Reminder Set rules in Neotask to send polite but persistent WhatsApp reminders when invoices pass their due date. Specify the delay, the message tone, and the recipient — then let the automation handle the follow-up without any manual effort.
Payment Received → WhatsApp Confirmation When Xero marks an invoice as paid, Neotask fires a WhatsApp confirmation to your internal finance channel or directly to the client. Close the loop instantly and reduce "did you receive our payment?" messages.
Xero Account Alerts → WhatsApp Summary Get daily or on-demand accounting summaries — outstanding receivables, recent payments, cash flow snapshots — sent straight to your WhatsApp so your finance data travels with you without requiring a login.
Tell Neotask what to watch for: "Send me a WhatsApp message every time a Xero invoice goes 7 days overdue, including the client name and balance."
The AI identifies the relevant Xero event, formats the message, and routes it to the right WhatsApp contact or group.
From that point on, every matching Xero event generates a WhatsApp notification with no manual intervention required.
Change timing, message copy, or recipients at any time by simply telling Neotask what to update.
| Action | Xero | |
|---|---|---|
| Invoice Alert | Invoice Created / Updated | Send Message |
| Payment Confirmation | Payment Applied to Invoice | Send Message |
| Overdue Reminder | Invoice Overdue Trigger | Send Scheduled Message |
| Account Summary | Get Account Transactions | Send Summary Message |
| Credit Note Notification | Credit Note Issued | Send Message |
| New Contact Alert | Contact Created | Send Message to Internal Channel |
| Cash Flow Snapshot | Get Balance Sheet Data | Send Daily Digest |
Route Xero accounting alerts to a dedicated WhatsApp finance group rather than individuals. This keeps the whole team informed and avoids missed messages when someone is away.
When sending overdue notices via WhatsApp, include the client's first name, the exact amount due, and a direct payment link. Personalized reminders convert significantly better than generic ones.
Set up a first reminder at 7 days overdue and a second at 14 days with a different message tone. Neotask can manage both sequences independently without additional setup.
Use WhatsApp alerts to notify approvers the moment a high-value draft invoice is ready for review. This cuts approval lag for time-sensitive billing cycles.
Yes. Neotask can route WhatsApp messages to any contact — including your clients — based on Xero invoice events. When an invoice passes its due date, Neotask can send a customized WhatsApp reminder to the client's number stored in your Xero contact record. You control the message content, the delay after the due date, and whether to send one reminder or an escalating sequence. All message delivery is handled automatically once the workflow is configured, so your accounts team doesn't need to manually chase each overdue invoice.
Neotask can watch for a wide range of Xero accounting events, including new invoice creation, invoice approval, payment receipt, credit note issuance, and overdue invoice thresholds. You can also trigger notifications based on account-level changes, such as when a new contact is added or when a payment exceeds a specific amount. If you want a periodic summary rather than event-driven alerts — for example, a daily cash flow snapshot sent each morning — Neotask supports scheduled digests alongside real-time triggers.
Sending automated WhatsApp messages via Neotask uses the WhatsApp Business Platform, which requires a WhatsApp Business account. For most small and medium businesses, this involves registering a phone number with WhatsApp Business and connecting it through Neotask. If your business already uses WhatsApp Business for customer communication, connecting it to Xero through Neotask is straightforward. If you're new to WhatsApp Business, Neotask can walk you through the setup process so you can start sending Xero-triggered messages without any manual technical configuration.
Your Xero data is only useful if it reaches the right people at the right time. Neotask connects Xero and WhatsApp so every invoice notification, payment confirmation, and accounting alert lands where your team and clients are actually paying attention — instantly and automatically.
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