How do I set default workflows?
Assign default workflows to automatically assign workflows to new customers when they are added to your accounting software.
1. Click your name in the top right-hand corner of the screen, then select "Settings" from the dropdown menu.
2. Click "Automation Settings", then select "Edit" and choose "Default Workflow" from the available options.
3. Click "Edit" to set your default workflows. These workflows will automatically be applied to all new customers imported from the accounting software into Nagging Panda. Select the preferred workflows, and set the Instant Billing Workflows by selecting on/off from the dropdown list
4. You can also select a Late Fee Template. Once done, click "Save Changes" to apply your settings.