Nagging Panda
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. All our reminders are sent with with your original Invoice or Quote PDF created by Xero. 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 now be presented with step 1 “Select your Default Panda Preferences for Initial Integration Sync.
- Step 1 allows you to tell Nagging Panda if you would like your Default Panda applied to all the Invoices and/or quotes that we are going to pull in on this initial integration Sync.
- If you select YES, Nagging Panda will assign that Default Invoice and/or Quote Panda automatically to all Invoices and Quotes we are about to pull into the system
- If you Select NO, Nagging Panda will only pull in all your Invoices and Quotes without assigning any Pandas to them at this stage. You will then have to assign Panda’s to these invoices and quotes manually once we’ve completed the initial integration sync.
- Once you’ve selected your Default Panda Preference, you will move on to Step 2: “Select your Import Date preferences for the Initial Integration Sync.
- In Step 2, you need to tell Nagging Panda if you would like it to pull in ALL unpaid and Open Quotes currently in your accounting software, or select a FROM DATE. The FROM DATE will only pull in unpaid Invoices and Quotes that were created on and after this date.
- Once you have made your Import date selection, hit the “OK” 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.
