Overview
We turbocharge invoice payment reminder functionality, giving you the most flexibility to differentiate between clients who pay timeously vs those that don’t. Typically, you’ll find “built-in” functions can only have one set of invoice reminders that either applies to everyone or to no one. Nagging Panda solves that problem. Plus, your quotes have never seen this level of automation before. Now you can generate more revenue without any additional effort or brain power. Nagging Panda keeps your communications automated while still maintaining the personal touch, that’s well-timed and executed perfectly every time!
Nagging Panda + Xero
Nagging Panda integrates effortlessly with your Xero account. We use your Invoice, Quote and customer information captured and created in Xero to supercharge Invoice payment reminders and quote follow ups. Because we know the amount and due date of an invoice, or an expiry date of a quote, you can set up reminders before, on or after the due date all in one automated workflow. Nagging Panda utilizes near real-time integration schedulers so that we stay up to date with you Xero Account, whether you are creating new Customers, Invoice and Quotes, or making changes and updates to existing Customers, Invoices or Quotes. Nagging Panda also stays up to date with Invoice and Quote statuses, so if you've marked an invoices as paid, added a credit note or voided it in Xero, Nagging Panda will update accordingly and stop all automated reminders associated with that invoice or quote.
Getting started
- Access your Admin Console in your Nagging Panda Account
- Select the Tab labeled “Integrations”
- Here you will find a selection of the Accounting Software companies that you can integrate with.
- Look for the Xero Logo and click the “Connect to Xero” button.
- You will then be redirected to a Xero consent screen. This is merely your accounting Software asking you to consent that Nagging Panda can Connect and access information in your account.
- Once you have consented to Nagging Panda Connecting to your Xero account, the initial integration sync will automatically start. Congratulations, you are now integrated!
The Initial Integration Sync can take a couple minutes to complete, depending on how may records we need to import. There is a notification on your Dashboard to tell you if we are still busy importing. Once the initial Integration Sync is completed, a scheduler will run every minute during business hours to keep Nagging Panda up to date with your Xero Account.
