Getting started

Sign in with Xero

Go to app.debtorbird.com and click Sign in with Xero. On Xero's screen, tick every organisation you want to use. Practices tick their clients' organisations.

To add clients later, click Connect more organisations on the Organisations page.

Set the sender details

Open an organisation, then the Settings tab:

• Sender name: customers see "name via Debtorbird".
• Reply-to email: where customer replies go, such as the client's accounts inbox. Please set this.
• Time zone: this is taken from Xero. Check that it's right.
• Logo and email wording: these are optional.

Send a test

On the Statements tab you'll see every customer with a balance. Tick one or two and click Send. Because the organisation is in test mode, the emails come to you. Check the PDF, the wording and the amounts.

Customers without an email address in Xero are listed separately. Add their email in Xero and they'll be picked up automatically.

Switch the organisation to live

In Settings → Sending mode, choose Live, tick the confirmation box and save. From then on, emails for that organisation go to customers. You can switch back to test at any time.

Turn on the automations you want

• Schedule: sends monthly statements on a chosen day and hour, with an option for overdue customers only.
• Receipts & repeating: sends a "payment received" email when a payment is recorded in Xero, and sends repeating invoices at the hour you choose.
• Invoices: sends invoices with their Xero attachments, such as signed orders and terms.
• Month-end: a checklist of missing tracking, bills without receipts, old debt and customers with no email.

The History tab shows everything that was sent, skipped or failed.