Give Better Advice That Makes a Difference

Date: 1 May 2025

Your clients look to you not just for compliance and tax help, but for advice they can trust—advice that helps their business run better.

Did They Pay (DTP) is a practical tool that does exactly that. It solves a common pain point for many business owners: how to give their staff access to invoicing tasks without opening the door to their entire Xero account.

By recommending DTP, you’re offering more than a suggestion—you’re solving a real problem.

Why clients will thank you for recommending DTP:

• Keep Sensitive Data Private
  Many business owners hesitate to give staff access to Xero because of the financial detail it reveals. DTP removes this worry. Staff only see what’s relevant—like invoice status and client records. The rest stays private.
• Empower Their Team to Do More
  DTP lets staff send copies of invoices or create new ones directly—without needing to ask the business owner or office admin each time. This speeds up the process and reduces the load on the business owner.
• Avoid Costly Mistakes
  Full access to Xero can lead to accidental changes or confusion. With DTP, access is controlled and limited to assigned clients. That reduces risk and keeps the financials clean.
• Speed Up Cash Flow
  When staff can see overdue invoices and take action—like sending reminders or chasing payments—your clients are more likely to get paid on time. That means less follow-up and better control over cash flow.
• Make Your Advice Matter
  By recommending DTP, you're doing more than offering a workaround—you’re delivering a tool that improves how the business operates every day. It shows that you're proactive and solution-focused.

Your value as an advisor grows when you help your clients save time, reduce stress, and run their businesses more efficiently.

DTP is one of those tools you can stand behind with confidence.

Suggest it in your next client meeting. It’s simple to implement, backed by Xero integration, and starts with a free 30-day trial.