monday.com and Xero: how to see and chase overdue invoices from your board

Your jobs and clients live in monday.com. Your invoices live in Xero. When someone pays late, the person who notices is usually whoever opens Xero, not the person who runs the client. Then someone chases by hand.

This guide answers the common question "does monday integrate with Xero?", and then shows the ways to see overdue invoices on a board and chase them. Free ones first.

Does monday.com integrate with Xero?

Not directly from monday itself. You connect them with an app from the monday marketplace, or with an automation tool such as Zapier or Make.

The monday marketplace has several Xero apps. Most of them copy data between the two: they create Xero invoices from board items, or sync contacts and invoices both ways. monday says the apps in its marketplace are mostly built by outside partners, and that it reviews them but "cannot certify the functionality or security of each app". So check each app's Security & Compliance section before you install it.

The thing to know: copying invoices onto a board is not the same as chasing them. A sync app shows you who owes money. Someone still has to write to them.

Option 1: Use Xero's own reminders (free)

Xero can email customers for you. This is already in your Xero subscription.

In the Sales menu, select Invoices.
Click Invoice Reminders: Off.
Tick Email customers when an invoice is overdue. Xero switches on three default reminders.
Click Add reminder to add more. You can have up to five, set to go before the due date ("due in") or after it ("overdue by"). Set 0 days to send on the due date.
Edit each email so the tone gets firmer as the invoice gets later.

Why reminders sometimes don't send. Xero only sends reminders for invoices marked as sent. If you download the PDF and email it yourself, mark it as sent in Xero. Xero sends reminders between 4am and 8am. If a reminder date has already passed when you switch reminders on, that reminder is skipped, not sent late. You can check each invoice's reminder history under History & Notes.

Good for: most small firms. It costs nothing extra.

Watch out for: it all happens inside Xero. Nobody on your monday board can see who was chased, who promised to pay, or which invoice is on hold because of a dispute. Replies go to one email address (you can change which).

Option 2: Export from Xero and import into monday (free, manual)

If you just want a weekly "who owes us" board:

In Xero, go to Sales, then Invoices, and open the Awaiting Payment tab. Use the menu to export the list as a CSV file. Each invoice line comes out as its own row, so you may want to tidy it in a spreadsheet first.
In monday, open your board, click the arrow next to New item and choose Import items. Pick the CSV file and match its columns to your board's columns. Dates need to be in the 2026-10-23 format.

Xero's Aged Receivables report is another good starting point. It shows each customer's outstanding invoices and how long they've been unpaid.

Good for: a weekly review meeting.

Watch out for: the board is out of date the moment someone pays. Importing adds rows. You'll need to clear last week's list, or use monday's option to update matching items. Nobody is chased unless someone does it.

Option 3: Zapier or Make

Both can connect Xero and monday.

Zapier. Xero is a Premium app on Zapier, so you'll need a paid Zapier plan after the trial. Zapier's Xero triggers include Overdue Sales Invoice (when an invoice is overdue by a number of days you choose) and New Payment. A common setup is:

one zap that creates a monday item when an invoice is 7 days overdue
a second zap that finds that item and marks it paid when a payment comes in
a third zap, or an email step, that sends the chaser

Make. Make's Xero modules include Watch Invoices, Watch Payments and Send an Invoice via Email. That's enough to build a board that updates itself and sends a reminder.

Good for: someone in the team who likes building automations and will look after them.

Watch out for:

You're building your own credit control. You need to handle part payments, credit notes, disputes and "please hold, they've promised Friday" yourself.
Every step costs tasks or operations. A busy ledger means a bigger plan.
Zapier checks Xero every 15 minutes on the Free plan.
Don't run your own chasers and Xero's reminders at the same time. Customers would get two sets.

Option 4: Let your bookkeeper chase

Many UK bookkeepers sell credit control as a service. They chase from Xero and call the slow payers.

Good for: firms with a lot of debtors, or where phone calls matter more than emails.

Watch out for: it's paid time. Your monday team still can't see what's happening unless the bookkeeper updates the board.

Know your rights on late payment (business customers)

If your customer is a business, UK late payment law lets you claim extra when they pay late. GOV.UK sets it out:

Statutory interest of 8% a year above the Bank of England base rate. You can't claim it if your contract sets a different interest rate.
Fixed compensation for the cost of chasing, on top of the interest: £40 on a debt up to £999.99, £70 from £1,000 to £9,999.99, and £100 on £10,000 or more. You can claim it once for each payment.
If you didn't agree a payment date, the payment is late 30 days after the customer gets the invoice (or after you deliver, if that's later).

Check the Bank of England base rate before you work the interest out. GOV.UK shows how to do the sum, and says to send a new invoice if you decide to add interest.

This doesn't apply to private customers. Ask your accountant if you're not sure which applies.

Option 5: ChaseBoard (we made this one)

We built ChaseBoard because the sync apps stop at showing the invoice. It's a monday app that does the chasing. We're not neutral, so here's exactly what it does.

Every unpaid Xero invoice appears on a monday board. Paid invoices drop off on their own.
It sends polite reminders for you: 3 days before the due date, on the day, then 7, 14 and 30 days late.
You can pause any invoice, for example if it's disputed or the customer has promised to pay.
Replies come to your own inbox.
It only reads Xero. It never changes your Xero data.
UK wording. Late Payment Act wording is used for business customers, and it's turned off for private customers.
Your data is stored in the EU and deleted when you uninstall.
It works alongside a Xero sync app if you already use one.

If you use ChaseBoard, turn off Xero's own reminders so customers don't get two.

Price: $65, $129 or $249 a month depending on plan, with a 14-day free trial. monday bills in dollars.

Status: ChaseBoard is waiting for monday.com marketplace approval. You can't install it yet. See the ChaseBoard page for when it's live.

Which should you choose?

A few invoices a month, customers who mostly pay: turn on Xero's reminders and set them up properly.
You want a weekly view, not automation: export from Xero and import into monday.
Someone loves building automations: Zapier or Make, with Xero's reminders switched off.
Lots of debtors and phone calls: a bookkeeper who does credit control.
Your team works in monday and you want chasing done there: ChaseBoard, once monday approves it.

FAQ

Does monday.com integrate with Xero? Yes, through apps in the monday marketplace, or through Zapier or Make. monday doesn't have its own built-in Xero connection.

Can Zapier tell when a Xero invoice is paid? Zapier has a New Payment trigger for Xero. You can use it to find the matching monday item and update it. You need a paid Zapier plan, because Xero is a Premium app there.

Why aren't my Xero invoice reminders sending? Usually because the invoice isn't marked as sent, or the reminder date passed before reminders were switched on. Check the invoice's reminder history in Xero.

Sources

Checked 9 November 2026.