--- title: "In-App Calling, Recording & Transcription for Collections | Paidnice" description: "Call customers about overdue invoices from Paidnice. Every call is recorded, transcribed and summarized on the customer's timeline, and the summary goes to Xero or QuickBooks." url: https://www.paidnice.com/in-app-calling --- ★★★★★160+This app is a game changer!Lesley B. # In-app calling, recording and transcription Call customers about overdue invoices from Paidnice. Each call is recorded, transcribed and summarized, **and the summary goes to Xero or QuickBooks.** Try it FreeBook a Demo 2025WINNER2026WINNERXero App of the Year2025 Global · 2026 NZ Read all 160+ reviews ## Trusted with over $1,200,000,000 collected on time across 1,070,000 invoices since 2022. and counting ## Every collection call, on the record Your team calls from the customer’s page. Paidnice keeps what was said, so the next person picks up where the last call ended. ### Call the customer from their page Press Call on the customer’s page. Each contact person is listed with their numbers, so you pick who to call. ### Every call recorded and transcribed Paidnice records the call and writes a two-sided transcript with timestamps. Nobody has to type up call notes. ### A short summary, saved to Xero or QuickBooks Paidnice writes a short summary of each call and saves it to Xero or QuickBooks as a note. The full transcript stays in Paidnice. ### Every call your team makes, in one list The Calls page shows each call with the customer, who called, how long it took and the summary. Click a call to read the transcript. ### Calls that start from your escalations Set the day an overdue invoice escalates to a phone call. Paidnice assigns it to the right person with your call script and notifies them. ## How in-app calling works Paidnice records each call, keeps the transcript and sends a short summary to Xero or QuickBooks, next to the invoices, reminders and escalations for each customer. | Area | What you get | | --- | --- | | Where you call | The Call button on the customer’s page, for each contact person | | Recording | Every call is recorded for the transcript. Depending on your region, play a recording notice before the call connects, or leave it off. Paidnice reminds you to tell the customer if your region requires it | | Transcript | Two-sided, with a timestamp on each line, saved to the customer’s timeline | | Summary | A short summary of each call, saved with the transcript and sent to Xero or QuickBooks as a note on the invoice or the contact | | Task from the call | When the customer names a payment date on the call, Paidnice creates a task from the transcript to update the expected payment date, waiting for your approval | | Calls page | Every call with the date, customer, person, caller, duration and summary | | Escalations | Escalate an overdue invoice to a call, assigned to a person with a call script | | Who calls | A person on your team | | Plans | Pro and above | > It’s the debt collection system I’ve been looking for, for the last 15 years. Tyler Caskey Partner, The Bean Counters Said on the Accounting Apps Podcast 2025WINNER2026WINNER Xero App of the Year2025 Global · 2026 NZ 2026FINALIST Innovation App of the YearGlobal finalist 2026 ## Everything you expect from great accounts receivable software Paidnice has everything your business needs to run a best-in-class receivables process, from the first reminder to the money landing in your account. ### Chase automatically Send Reminders Automate email and SMS with powerful reminders, from your own domain. Automate Statements Schedule automatic statement sends each month. AI Reply Handling Paidnice reads every reply and drafts the next step for your approval. ### Enforce your terms Late Fees & Interest Automatically apply and send late fees and interest. Prompt Payment Discounts Encourage early payment with automated discounts. Escalate & Track Calls Escalate and assign overdue invoices for manual follow up. ### Get paid, and see it coming Customer Payment Portal Self-service hub for your customers' payment and billing needs. Create Payment Plans Flexible payment terms with automatic installment reminders. AR Insights & Reports Measure Days Sales Outstanding and other critical KPIs. Bookkeeping & AccountingNew Zealand ## Outstanding invoices down from $60,000 to $24,000 > “For the cost of the subscription versus money in your bank, it’s definitely a no-brainer.” Haley ReynersFounder, My Two Cents Read My Two Cents’s story → Outstanding invoicesBefore$60,000 owedNow$24,000Payment delaysBefore45+ daysNowUnder 25 daysThe processBeforeManual follow-upNow90% automated ## Works with the software you already run Paidnice connects to your ledger, payment providers, CRM and team chat, **so every invoice is chased, paid and recorded without manual data entry.** See all integrations → NewConnect to Claude or ChatGPT via MCP Claude ChatGPT ## In-app calling questions What is in-app calling? In-app calling means you phone a customer from inside Paidnice instead of dialing from a separate phone system. Paidnice records the call, writes a transcript and a short summary, and saves them to the customer’s timeline. How do I call a customer from Paidnice? Open the customer’s page, press Call and choose the person to call. Talk from your browser, or Paidnice rings your own phone first and then connects you to the customer. Are calls recorded? Yes. Paidnice records each call to write the transcript. Depending on your region, you can play a recording notice before the call connects, or leave it off. Paidnice also shows a notice on every call: “This call is recorded for the transcript. Let the customer know if your region requires it.” Can I leave a voicemail? Yes. If the customer does not answer, you can leave a voicemail on the same call. Calling is outbound only, so customers cannot call Paidnice back or leave a voicemail there. Does the call summary go to Xero or QuickBooks? Yes. The short summary goes to Xero or QuickBooks as a note on the invoice or the contact, so your ledger shows what was agreed. The full transcript stays in Paidnice. Who makes the calls? A person on your team makes every call. Paidnice records, transcribes and summarizes it for you. Can I see every call my team has made? Yes. The Calls page lists every call with the date, the customer, the person called, who called, the duration and the summary. Click a call to read the full transcript. How do I ask for payment on the call? Name the invoice, the amount and the due date, ask when it will be paid, and agree on a date before you hang up. [Read how to ask for payment over the phone](https://www.paidnice.com/blog/how-to-ask-for-payment-over-the-phone). Which plans include in-app calling? The Pro plan and above. [See pricing](https://www.paidnice.com/pricing). ## Meet the team that built Paidnice Book a call with the founders to learn more about how Paidnice can help you take the pain away from getting paid. Book a CallChat with us Great hands on experience. Ashley helped us through everything.Janet X.App Marketplace160+I’ve contacted support a few times, and Denym has always replied with really detailed and thoughtful explanations, even taking the time to jump on a video call to help.Jon M.App Marketplace160+So happy with the service provided by Ashley at Paidnice. The best service I have had from anyone in years.Anna H.App Marketplace160+Very simple to set up and the few questions we had were quickly and expertly dealt with by Denym. It has already made a huge difference to our debtor days and has massively helped.Jenny M.App Marketplace160+ ## Call customers from Paidnice Call any customer from their page in Paidnice on the Pro plan and above. Try it FreeBook a Demo [Rated 5 stars, 160+ reviews](https://www.paidnice.com/reviews) · [App of the Year](https://www.paidnice.com/blog/winner-xero-global-app-awards-2026)