The 3-minute tour

Connect Xero, set a monthly schedule, check everything in test mode, then go live.

Sign in with Xero. Access is read-only, and every organisation starts in test mode, so nothing reaches your customers until you switch it on.

What the tour covers

1. Connecting your Xero organisations
2. Who gets a statement, and the overdue-only option
3. Setting the monthly schedule
4. What your customer receives
5. Test mode, and going live
6. History, pausing and disconnecting

The tour uses example organisations and Xero's demo company data. Subtitles are on screen, so it works with the sound off.

Questions? Email info@debtorbird.com. We answer within a working day.