Getting started

How to connect your accounting software and get set up

17 articles in this collection
Written by Debtor Daddy

Push DD notes to Xero contact or Invoice

Written by Debtor Daddy
Updated over a week ago

The basics

CSV - Data integration guide

Written by Debtor Daddy
Updated over a week ago

Accounting software we work with

What accounting software does Debtor Daddy work with?

Written by Debtor Daddy
Updated over a week ago

Connect your accounting software

Debtor Daddy syncs automatically with Xero, Quickbooks Online, MYOB AccountRight Live and MYOB Essentials

Written by Debtor Daddy
Updated over a week ago

Mute contacts

How to stop certain contacts from receiving reminders (ever)

Written by Debtor Daddy
Updated over a week ago

Setup your reminders

Push notes into Xero

How to have your Debtor Daddy notes added into Xero

Written by Debtor Daddy
Updated over a week ago

Add a company logo to your reminders

How to add a company logo to your email reminders

Written by Debtor Daddy
Updated over a week ago

Changing Reminder Settings

Before you start sending out Reminders there are some settings to consider. As the Owner of the account, you have control over these.

Written by Debtor Daddy
Updated over a week ago

How to manage email sender settings and replies

How to update your sender settings and manage replies to your email reminders

Written by Debtor Daddy
Updated over a week ago

Sample email reminder

What reminders look like when they're sent to your customers

Written by Debtor Daddy
Updated over a week ago

Invite other users to your account

Changing user permissions

Learn how to change user permissions

Written by Debtor Daddy
Updated over a week ago

Roles and permissions

See the permissions of Owner, Admin and Agent roles

Written by Debtor Daddy
Updated over a week ago

How to add an additional organisation

If you have another organisation you want to attach under the same user.

Written by Debtor Daddy
Updated over a week ago

Set your account live

Choose a plan and add your credit card

How to choose a plan at the end of your free trial and enter your credit card

Written by Debtor Daddy
Updated over a week ago

Setup checklist for new users

How to review your setup to ensure you've got everything set up correctly

Written by Debtor Daddy
Updated over a week ago

How to pay for your subscription

How to pay for your Debtor Daddy subscription using a credit card or bank transfer

Written by Debtor Daddy
Updated over a week ago

Pausing your Account

Pause all action in your account

Written by Debtor Daddy
Updated over a week ago