Skip to main content
All CollectionsGetting Started with Paidnice
Creating workflows with groups and policies in Paidnice
Creating workflows with groups and policies in Paidnice

Automate your accounts receivable workflows with Groups and Policies

Ashley Schroder avatar
Written by Ashley Schroder
Updated over a week ago

In Paidnice your accounts receivable workflows are represented by groups of customers that have specific policies applied to them. This article will cover how to create and modify groups and how to add or remove policies from the group.

You create segments of customers in a group and the choose which policies you will apply to them and when. You start with a Default group which contains all of your customers by default.

During the quick setup - Paidnice will create one or more groups for you to get you started.

For example you might have a group called VIP customers and apply no policies to those customers, or you might create a group called slow payers which has those customers who routinely pay you late - in that group you may add more email reminders, or an SMS text message reminder to help the customer remember to pay you.

Creating a group

Groups will appear in the left sidebar under the groups heading, to create a new group click the 'add new group' button:

When you create a group you can give it a name by clicking the edit pencil icon beside the group name:

You can also control what notifications this group will receive on the notifications tab:

In the example above there will be an email notification sent to this group whenever a late fee (or multiple late fees) is applied, using the chosen template.

You can delete a group if you do not need it any more by selecting the group and then clicking the 3 dot menu beside the group name:

Adding or removing customers to a group

To add customers to the group click the add contacts button on the contacts tab:

Then in the contact screen search for your customer contact info and tick the box beside each contact you wish to add to the group, once you have selected 1 or more you can select which group to add them to:

Adding or removing policies from a group

Once you have a group, and some customers in the group it's time to decide what policies to apply - these are the actions you will take on invoices and customers in the group.

Paidnice offers multiple different types of policies: late fees, emails, SMS test messages, auto-statements, statement interest charges, escalations and prompt payment discounts. You can read specifics about these policies in the How Paidnice Works section **here**.

You add policies to a group by clicking on the policy type you want to add:

Each policy you add will be shown in the panel below with an indication of when during the workflow the policy will apply and a short summary of the policy.

If the policy needs more input from you to complete it will show a red incomplete message. This means there is more configuration required before the policy can be applied. For example you may need to decide which chart of account to apply a late fee to.

To configure a policy you can click on it, a panel will display with the detailed settings for the policy, for example this late fee policy:

You can read how to configure policies in the How Paidnice Works section **here**.

As you add policies to a group you can review the actions being scheduled on the actions tab. For example this would indicate a statement charge is scheduled:

You would see when it is scheduled and to which customer in the table, along with any other actions scheduled. This will let you preview what is going to hapepn to invoices and customers in the group.

Read more about reviewing and testing your policies **here**

To remove a policy from a group click the 3 dots menu and select delete:

Did this answer your question?