New: Adhoc Actions + More Control and Flexibility Over Policies and Contacts

Contents

We’re wrapping up the year with exciting updates to Paidnice that give you even more flexibility about how you control and rein in your accounts receivable going into 2025, here's what's new:

🆕 Adhoc Policy Actions

Act on your accounts receivable in real time, create and send one-off actions without the need for setting up an automation.

Create Interest Charges & Send Statements ⬇️

Introducing Adhoc Actions screenshot 1
Introducing Adhoc Actions screenshot 2

Send email or SMS reminders, or re-send invoices ⬇️

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🆕 More Control Over Policies and Contacts

We've added more flexibility over how you tag users for different policy workflows, helping you remove the need for lots of groups + other updates to make managing your overall AR better.

Advanced filters and tags to exclude users or actions ⬇️

Introducing Adhoc Actions screenshot 4

Exclude weekends, and more flexibility settings for when you send and set reminders & grace periods ⬇️

Introducing Adhoc Actions screenshot 5

Exclude line item calculations on Discounts & Late Fees ⬇️

Introducing Adhoc Actions screenshot 6

"Mark as Sent" functionality in Xero ⬇️

Introducing Adhoc Actions screenshot 7

Whitelist contacts by freezing customers at the contact level ⬇️

Introducing Adhoc Actions screenshot 8

Reply if you would like more info on something specific, or have any ideas on what we should build into Paidnice next! Book in a call with our team.

🏆 Paidnice Named Top Xero App of 2024 in the US

Xero has announced their top apps of 2024, and Paidnice has made the list. We're also lucky to be a Featured app in Dec & Jan! Read more here.

Introducing Adhoc Actions screenshot 9

🧠 New from the blog

In our new Ask the Experts series, we chat with experts in accounts receivable all over the world to uncover strategies that you can use to build the most effective AR collection strategy for your business in 2025.

The 3 Non-Negotiables for Getting Paid on Time, by Haley Reyners

Haley Reyners, founder of My Two Cents (and Paidnice Expert Partner), shares her hard-learned strategies for staying ahead of cash flow challenges. Read More.

What’s the Best AR Process for My Business? by Jake McElwaine

With 15 years of experience as a Chartered Accountant, Jake McElwaine from Shadow Accounting (and Paidnice Expert Partner) shares how he transformed his own practice’s AR process and helped regional businesses adapt to modern payment practices. Read More.

Do you have any AR tips to share? Reach out and let me know on the reply if you would like to be featured!

Denym Bird

Written by

Denym Bird

Co-founder & CEO of Paidnice

Denym is a software entrepreneur and writes about accounts receivables management for small business.

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ACAcme Joinery 12 days overdue Checking policy Late fee applied Awaiting payment $4,120 $4,202
BRBrightwork Due today Reminder sent Still unpaid Final notice $1,880
CVCoverdale Due in 3 days Reminder sent Checking policy Exempt from fees Needs review Sent to your team $6,480

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