Help with Features
Small concise articles to explain how to use our features
By Denym and 2 others3 authors15 articles
- Using Paidnice, an overview of the Invoices tabLearn about the actions you can take when using Paidnice
- What is 'Safe Mode', and how does it work?Simulate Paidnice, before doing anything to your accounting system.
- Using Webhooks in PaidniceSend webhooks from Paidnice to tools like Zapier to automate your accounts receivable processes
- Understand the 'Latest Job Status' codesUnderstand what the different penalty status codes mean in Paidnice.
- Suggest a featureThink we're missing something? Let us know!
- SMS Reminders help guideTop tips to get the most from your SMS payment reminders
- Requesting a featureAre we not quite meeting your use case? Learn how to submit a request for a feature
- Using Bank of England interest rates when calculating interest.How to factor in the Bank of England cash rates when calculating interest on a invoice late fee or statement interest charge.
- How to use a custom domainHow to use a custom domain to send Xero and QuickBooks reminder emails in Paidnice
- What are the AR Metrics in Paidnice?Help understanding what each of the dashboard metrics mean
- How to send customer statements by postStatement Policy Override Destination Email
- Secure Portal Mode: Require Email Verification for Portal AccessRequire customers to verify their email address before they can view your invoice, quote and customer portals.
- Attaching files to notes (and sending them to Xero)How to attach files such as PDFs, images and spreadsheets to invoice, customer and escalation notes, and optionally send them to Xero as invoice or contact attachments.
- Scheduled exports: email a saved view as a CSV every week or monthSave a filtered view of your contacts, invoices or actions and have Paidnice email it to your team as a CSV on a weekly or monthly schedule.
- Use one custom domain across multiple organisationsLink a custom domain you have already verified in one Paidnice organisation to your other organisations, with no extra DNS setup.