How to Send Invoices From Your Own Domain for Xero
If you’ve been using Xero to manage your invoices, you may have noticed a frustrating issue: invoices often land in your customers’ spam folders or aren’t sent at all. This can delay payments and disrupt cash flow. Sending invoices from your own custom domain is a game-changer—it improves deliverability, enhances professionalism, and ensures your emails land in the right inbox.
Let’s walk through how to set this up with Paidnice, so you can send invoices from your domain and supercharge your accounts receivable process.
Table of Contents
- Why Send Invoices From Your Own Domain?
- How to Connect Your Domain Using Paidnice
- Automating Invoice Sends and Updates in Xero
- Benefits of Sending Invoices via Paidnice
- FAQs About Custom Domain Invoices
Why Send Invoices From Your Own Domain?
Using your domain for invoicing provides multiple benefits:
1. Improved Deliverability: Emails sent from generic domains (e.g., @xero.com) are more likely to end up in spam. Sending from your domain ensures they bypass spam filters.
2. Professionalism: Your invoices will align with your business branding, building trust with clients.
3. Better Insights: Tools like Paidnice provide analytics on email engagement, so you can track open and click rates, ensuring your messages are read.
With Paidnice, integrating this functionality into Xero is seamless.
How to Connect Your Domain Using Paidnice
Step 1: Sign Up for Paidnice
First, create a Paidnice account. It’s free to start, and the platform integrates perfectly with Xero.
Step 2: Connect Your Domain
- Navigate to the Organization Settings in Paidnice.
- Select the option to connect your custom domain.
- Update your CNAME records with your website host. (Pro tip: Your host’s support team can guide you if needed.)
- Once verified, your domain will be linked to Paidnice.
Step 3: Set Up Invoice Automation
- Head to the Default Group in Paidnice, which includes all contacts and invoices (even future ones).
- Create an Email Policy for invoice sends:
- Schedule invoices to send on their issue date during business hours.
- Tick the “Mark Sent in Xero” option—this ensures Xero recognizes the invoice as sent.
- Select or customize an email template. Paidnice provides pre-filled options for quick setup.
Step 4: Test the Workflow
- Create a test invoice in Xero and mark it as "approved" instead of sending it.
- In Paidnice, the invoice will appear in the Draft Queue.
- Review and release it to ensure everything is working perfectly.
Step 5: Go Live
Switch the Draft Mode to active and disable Global Safe Mode. Your Xero invoices will now be sent from your custom domain!
Automating Invoice Sends and Updates in Xero
Paidnice goes beyond simply sending invoices:
- You can automate reminders for unpaid invoices.
- Schedule notifications for different stages of the payment cycle.
- Sync all updates back to Xero in real-time.
For instance, if an invoice is overdue, Paidnice can send automated reminders and apply late fees, ensuring a consistent follow-up process.
Benefits of Sending Invoices via Paidnice
1. Enhanced Email Deliverability
By using your domain, you avoid generic sender issues and improve the chances of your invoices landing in primary inboxes.
2. Detailed Engagement Analytics
Track when clients open your invoices, click links, or take action. This gives you actionable insights into customer behavior.
3. Streamlined Workflow
Paidnice automates updates back to Xero. For example, marking an invoice as sent in Paidnice ensures it reflects in Xero, reducing manual work.
4. Customizable Messaging
With flexible email templates, you can personalize communications while maintaining professionalism.
5. Late Payment Management
Automate late fees and reminders, ensuring your cash flow isn’t disrupted.
FAQs
1. Do I need technical expertise to connect my domain?
Not at all. Paidnice provides clear instructions, and most hosting providers offer excellent support to update DNS settings.
2. Will this impact my Xero setup?
No. Paidnice enhances Xero by automating processes and syncing updates seamlessly.
3. Can I send reminders and follow-ups using my domain?
Yes! Paidnice lets you automate reminders, late fees, and even thank-you emails, all branded with your domain.
4. Does Paidnice provide support?
Absolutely. Paidnice offers free onboarding assistance and ongoing support to ensure you’re set up for success.
Final Thoughts
Sending invoices from your own domain isn’t just about email deliverability—it’s about taking control of your accounts receivable process. With Paidnice, you can integrate this functionality seamlessly with Xero, ensuring your invoices are professional, timely, and impactful.
Ready to improve your invoicing process? Try Paidnice for Free today!
For more tips, check out our guide to automating invoice reminders.
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