Help Videos
Video tutorials from our team across all features and needs
By Denym1 author18 articles
- 🎥 Our recommended policy and account setupUse these policy automations to reduce your DSO
- 🎥 How to Setup Late Fees and Interest in Paidnice (for Xero and QuickBooks Online)How to Add & Automate Late Fees across each type
- 🎥 How to automatically calculate Statutory Interest in the UKHow to use Dynamic interest with the Bank of England rate
- 🎥 How to configure your custom domain to send reminders, statements or late feesSetup instructions on how to connect your down email address (eg [email protected])
- 🎥 How to Setup and Send Automatic Statements in Xero or QuickBooksLearn how to schedule customer statements monthly or weekly.
- 🎥 How to Add 30/60/90 Day Aging to Customer StatementsAlso learn how to automate send offs each week or month
- 🎥 How to Setup and Send Activity StatementsHow to send Activity Statements with Paidnice
- 🎥 How to Accept Part Payments with StripeLearn how to set up and accept partial payments with Stripe.
- 🎥 How to Auto-Attach PDF Files to Quotes, Invoices or Email Reminderseg always attach your terms of engagement, payment terms etc.
- 🎥 How to Manually Approve, Schedule & Send Actions in PaidniceWith Active/Draft/Inactive Mode, Customer Tags & Groups & Manually Ad Hoc
- 🎥 How to Use Tags and Groups to Filter Actions in PaidniceHow to include or exclude late fees or discounts for some customers.
- 🎥 How to Send Automatic 'Thank You for Payment' Emails in Xero or QuickBooksEach time your reconcile or match payments, trigger a thank you
- 🎥 How to Setup Email Templates + Custom Merge TagsIn your email reminders
- 🎥 How to Send Quote Expiry Reminders for XeroHow to setup any number of expiry reminders for your quotes or estimates
- 🎥 How to Use the Customer Portal to View Invoices and Make PaymentsGive your customers self-service access to their account information anytime
- 🎥 How to Apply Early Payment Discounts AutomaticallyAccelerate cash flow by rewarding customers who pay quickly
- 🎥 Sending Email Reminders with Paidnice - Advanced TutorialTake full control of your accounts receivable communication strategy
- 🎥 Send Reminder Emails to Your CRM with BCCEvery reminder, statement, and late fee notification can be logged directly in your CRM.