Paidnice

Getting started in 2 minutes - simple steps and a short video to get started using Paidnice

Quick start with Paidnice

How to connect Paidnice to Xero or QuickBooks

Connecting Paidnice to your accounting system

Automate your accounts receivable workflows with Groups and Policies

Creating workflows with groups and policies in Paidnice

Add your logo and business information to your emails and make changes to the email content

Edit your email templates and customize branding and statements

Ashley Schroder

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Quick setup guide and first steps to start using Paidnice

Getting Started with Paidnice

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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