Go to Debtor Daddy
All Collections
Getting started
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