Xero AR Escalation Engine for n8n

Stop losing time to manual invoice chasing. The Xero AR Escalation Engine is a production-ready n8n blueprint that audits unpaid invoices, applies urgency tiering, and executes automated payment reminder sequences—all while keeping you in control of client communication.

Core Capabilities

• Automated Invoice Audits: Connects directly to Xero to scan for overdue balances and filter authorized invoices without manual lookups.

• Multi-Tiered Urgency Logic: Categorizes overdue balances by age and dollar value—ranging from polite nudges to formal notices.

• Human Approval Gate: Set custom balance thresholds to pause high-value outreach until verified via a 1-tap email approval link.

• Private & Self-Managed: Runs entirely inside your own n8n instance. Your financial data stays secure within your infrastructure without per-invoice surcharges.

What Is Included

1. Production-Ready n8n JSON: Instant import into your workspace.

2. Setup & Credentials Guide: Step-by-step walkthrough for Xero OAuth2 handshakes, Tenant ID mapping, and email settings.

3. Customizable Email Logic: Pre-built templates ready to adapt to your brand voice.

4. Lifetime Workflow Updates: Access to future revisions directly in Whop.

Prerequisites

• n8n Environment: Active Cloud or self-hosted instance.

• Xero Access: Standard or Admin permissions to authorize API connections.

• Email Gateway: Configured SMTP or Gmail node in n8n.