This article describes how to view and complete escalations. To automatically raise escalations you need to add an escalation policy to your group workflow.

The Escalations Page

All pending, complete and cancelled escalations can be found on the Escalations page

Use the filters to find the escalations that are pending or due to be completed or search for escalations for specific invoices, customers or types.

When the escalation is scheduled, an email with the instructions will be sent to the designated email address (if any) and the escalation details will be ready on the escalations page in Paidnice where it can be worked on by the appropriate team.

Working on an escalation

When you click on an escalation in Paidnice you will see the instructions and details of the overdue invoice.

You can mark the escalation as complete, cancel it or snooze it to work on again later. You can also add notes to the escalation which will be synced to the invoice in your accounting system.

If your escalation is a phone call you can also select a call outcome (such as 'left a message').

You can set an expected payment date on an escalation, and snooze until then.

If an invoice is paid then any escalations for it will drop off the list but you can still see them and review them by selecting the 'Include fully paid' tick box.

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.