Badger Help

Help

Picture tutorials — every step of every job, shown on screen with a caption.

For the page you were on

Getting started with Badger
Your first run-through: invoices in, reminders approved, done.

First time here?

Getting started with Badger
Your first run-through: invoices in, reminders approved, done.

Every morning

The Today page
Your morning brief and the approval queue.
Approving from your inbox
The morning brief email has its own approval page.
Handling customer replies
What to do when a reply needs your judgment.
Call-backs and Badger's suggestions
Your reminders to ring, and Badger's bright ideas.
Ringing a customer
One tap to dial, one to tell Badger how it went.
Ask Badger
Questions and instructions in plain English.

Customers & chasing

Your customer list
See who owes what at a glance.
Pausing and autopilot
Control how Badger treats one customer.
Recording a payment
Your bank says they paid — tell Badger.
Payment plans
Agree instalments when they can't pay in one go.
Sorting out a dispute
Pause the chase, fix the problem, pick it back up.
Statements and the customer log
The full picture — for them, and for you.
Referring someone to debt collection
When chasing has run its course.
Linking your phone contacts
Fill in missing emails and mobiles from your phone.

Invoices & quotes

Raising an invoice
Write it, email it, and Badger watches the due date.
Quotes that turn into invoices
Quote the job, they accept online, one press to bill it.
Deposits and milestone billing
Split one job into a deposit, stages, or both.
Repeating invoices
Same bill every week, fortnight, or month — automatically.
Receipts, credit notes and copies
The tidy-up jobs: receipts, credits, duplicates, drafts.
Your logo, ABN, GST and terms
Make every invoice unmistakably yours.
Your price list and BAS totals
Prices that remember themselves, and quarter tallies.
Getting paid by card
A Pay by card button on every invoice.
What your customer sees
The web page behind every invoice you email.

Set-up & connections

Getting your invoices in
Xero, a spreadsheet, or even a photo.
Xero, MYOB and QuickBooks
Connect once — invoices and payments flow in on their own.
Getting paid — your bank details
So how to pay you is on everything you send.
Your email signature
Reminders signed the way you sign.
Text reminders and the chat line
Texts get read — and every text opens a chat.
Notifications on this device
A nudge when something needs you.
Choosing your automation level
Ask-first, autopilot, and the guardrails.

Team & account

Inviting your team
The office admin, the bookkeeper — everyone in.
Your plan, billing and leaving
Where you stand, and every way out.

Still stuck? Chat to us
Badger
Tell us what you're trying to do and your message goes straight to a human at contact@badgerit.app. We'll reply by email, quickly.

Prefer your own inbox? Email contact@badgerit.app any time.