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What is 'Safe Mode', and how does it work?
What is 'Safe Mode', and how does it work?

Simulate Paidnice, before doing anything to your accounting system.

Denym avatar
Written by Denym
Updated over a month ago

Safe Mode in Paidnice allows you to test, explore, and customize your accounts receivable workflows without affecting your actual accounting data or contacting customers.

Previously, Safe Mode was an account-wide feature controlled from the top menu bar (you will find this still active or in the Organisation settings):

Now, Safe Mode is managed directly within each individual policy, giving you greater flexibility and control over how specific actions are tested and deployed:

With the updated Safe Mode setup, each policy has three modes:

  • Active: Actions are fully automated and will run according to schedule, notifying customers or making changes as specified.

  • Draft: Actions are queued up for review and can be manually actioned one by one, giving you the chance to preview how Paidnice will operate without automating any changes.

  • Inactive: The policy will not run any actions, keeping it completely off until you’re ready to use or test it.

By default, new policies are set to Draft, ensuring they won't trigger automatically before you've reviewed them.

How do I see what will happen if I turn Safe Mode off?

To preview what would happen if Safe Mode was off (or if a policy were Active or in Draft status):

  1. Go to the Actions tab in your Group settings.

  2. Select the Scheduled or Draft tabs to filter to view all actions are ready to be actioned (Scheduled = Active, Draft = Draft).

  3. Select the action to preview it, action it or freeze it.

Review these actions to ensure settings and policies are configured correctly. If adjustments are needed, you can fine-tune them in your policy settings before manually actioning them or moving to automated (active).

Safe mode is safe to use with your actual accounting data, as Paidnice will NEVER write anything to your system when you are in Safe Mode.

For more information about Safe mode, and how Paidnice works, reach out to our support team on [email protected]

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