★★★★★160+It's removed 99% of the chasing!Mantas S.

Integrate your CRM with Paidnice.

Paidnice is accounts receivable automation for Xero & QuickBooks that logs every reminder, statement and late fee notice on the contact in your CRM, so sales sees what a customer has been chased for before the next call.

Trusted with over $1,200,000,000 collected across 1,070,000 invoices since 2022.

and counting

Every email Paidnice sends, logged on the CRM contact

Add your CRM’s BCC address to a sender profile once. Reminders, statements and late fee notices then appear on the contact automatically.

Sales sees the overdue history before they call

Account managers open the contact and see every reminder, statement and fee notice, with the invoice and attachments, before they call about a renewal.

Works with the CRM you already use

Paste your CRM’s BCC or logging address into a Paidnice sender profile, with no app to install. The email goes to your customer, who is already in the CRM, so the copy lands on their record.

Log only your key accounts

Use one sender profile with the BCC address and one without, then apply them per customer group or policy. Your largest accounts log to the CRM, the rest stay out of it.

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

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.

Reminder sequence for one customer: email, SMS, escalation to a senior sender and a scheduled call, with the escalated email being sent

Sequences that adapt to each customer’s payment behavior, so every invoice gets the right nudge at the right moment.

  • Multi-channel reminders by email, SMS and call, from your own domain.
  • Smart scheduling sends at each customer’s best time.
  • Dynamic templates adjust tone to payment history.
  • Sender escalation moves late reminders to a senior sender.
  • Quote expiry reminders so deals never lapse.
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A customer email giving a PO number, a payment date and a payment plan request, and the Paidnice AI panel showing the PO added to the invoice, the promise to pay logged with chasing paused, the invoice resent, and a payment plan and a drafted reply waiting for approval

Paidnice AI reads each customer reply and turns it into the next step, so nothing gets lost in your inbox.

  • PO numbers captured from replies and added to the invoice.
  • Promises to pay logged, with chasing paused until then.
  • Actions run automatically or wait in a queue for your approval.
  • Replies drafted for you to send.
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Payment terms for a customer group, set up as scheduled rules: reminder on the due date, late fee on the first of the month, customer statement on the first, and escalation to a call after the invoice goes overdue, with one overdue invoice running through them in order

Your policies enforce themselves. Incentives and penalties are applied on schedule and written straight back to your ledger.

  • Late fees & interest applied when invoices go overdue.
  • Early payment discounts reward customers who pay fast.
  • Payment plans in installments, synced to Xero and QuickBooks.
  • Customer groups each get their own terms and rules.
  • Automatic statements on the schedule you set.
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Accounts ranked by risk with an escalation thread where the team assigns a call and records the promised payment date

Real-time visibility of your AR health, with the accounts that need attention surfaced before they become a problem.

  • Escalate & act when an invoice needs a person.
  • Dispute workflows raise letters and tasks when customers push back.
  • Team collaboration: tasks, notes and owners in one place.
  • Custom alerts when an account needs attention.
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A customer’s branded payment portal showing open invoices, a pay-all button and payment methods, with a card payment confirmed

A branded, self-service portal that removes every excuse between your customer and the Pay button.

  • Your brand, front and center: custom domain, logo and colors.
  • One-click payments by card, ACH, BACS and direct debit.
  • 24/7 access to statements, invoices and payment.
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Accounts receivable reporting: DSO trending down, aged receivables by bucket, reminder template open rates, three customers ranked by risk score, and the connected Xero and QuickBooks organizations with an option to connect another

Complete visibility of receivables performance, across every entity you manage.

  • Aging analysis with historical comparisons.
  • DSO tracking by account, entity and contact.
  • Template performance shows which wording gets paid.
  • Multi-entity reporting across every Xero or QuickBooks organization.
  • Customer insights: payment patterns and risk scores.
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AccountingNew Zealand

Customer story

2 to 3 hours a week of chasing handed back to the team

“You’ve taken away a pain point and made the ability to manage something that’s difficult into something that’s actually enjoyable.”
Marc ProctorBullot & Rankine
Read Bullot & Rankine’s story →
2 to 3 hoursOf chasing back every week
ImmediateDrop in debtor days
InboxReminders clients recognize

Connect Paidnice to the software you already run every day

Accounting, payments, CRM and team tools. Paidnice reads invoices from your ledger, takes payment through your provider and logs every email in your CRM.

See all integrations →

CRM integration questions

How do I connect my CRM to Paidnice?

Copy your CRM’s BCC logging address into the BCC field of a Paidnice sender profile, then apply that profile to your reminder, late fee and statement policies. Read the setup guide.

Does Paidnice sync deals or invoices with my CRM?

No. Paidnice copies the emails it sends onto the CRM contact, so your team sees every reminder without leaving the CRM.

Which emails are logged?

Reminders before, on and after the due date, late fee notices, payment thank-you emails, statements, quote reminders and custom notifications, with their attachments.

Will my customer see the CRM address?

No. The address goes in BCC, so the customer never sees it.

Why is nothing showing in my CRM?

Check the BCC address, your CRM’s email logging settings and that the customer’s email matches the CRM contact. Run Action Now on a test invoice to check.

Which plans include CRM logging?

All of them. Sender profiles with a BCC address are on every plan. See pricing.

Bring your CRM into your collections with Paidnice

Book a demo to learn more about how Paidnice and your CRM can help you take the pain out of getting paid.

Rated 5 stars, 160+ reviews · Xero App of the Year