New: Introducing Escalation Triggers

We're excited to introduce a new policy type that is available for all Paidnice users today: Escalations.

With an escalation policy, you can trigger new actions in your account when your criteria are met.

🎥 Check out the short demo we recorded (3-min):

An example would be to schedule a phone call following up an overdue invoice 14 days past the due date.

There are 3 types of escalation in Paidnice:

1. Phone call - this is for staff to call the customer and follow up the overdue invoice - this can be handled by a team in your company or a specialist credit control service.
2. Stop credit - this is for staff to halt further sales or credit to the customer - typically handled by a sales team or credit control team
3. Template legal letter - this is for staff to generate a legal letter and send it to the customer (by email and/or physical mail). It could also notify a 3rd party legal service or lawyer.
4. Are we missing something? Have more ideas for escalations? Let us know!

‍

⚙️ Integrate escalations with 3rd party services

When escalations are marked as complete or canceled, Paidnice will send a webhook if configured, read more about webhooks here.

Webhooks can allow the accounts receivable escalation activities to be synced to other software such as Hubspot, Salesforce or Intercom - there are 1000's of supported software platforms in Zapier.

Learn more about how Escalation's work.

Need a hand getting this setup? Book a time with us here, we're happy to help.

Do you have any other features you on your wishlist that we should have on our radar? Let us know!

Written by

Denym Bird

Co-founder & CEO of Paidnice

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

LinkedIn X