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New: Adhoc Actions + More Control and Flexiblity Over Policies and Contacts

January 8, 2025

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://www.paidnice.com/blog/introducing-adhoc-actions

We’re wrapping up the year with exciting updates to Paidnice that give you even more flexibility about how you control an reign in your accounts receivable going into 2025, here's what's new:

🆕 Adhoc Policy Actions

Act on your accounts receivable in real time, create and send one-off actions without the need for setting up an automation.

Create Interest Charges & Send Statements ⬇️

Send email or SMS reminders, or re-send invoices ⬇️

🆕 More Control Over Policies and Contacts

We've added more flexibility over how you tag users for different policy workflows, helping you remove the need for lots of groups + other updates to make managing your overall AR better.

Advanced filters and tags to exclude users or actions ⬇️

Exclude weekends, and more flexibility settings for when you send and set reminders & grace periods ⬇️

Exclude line item calculations on Discounts & Late Fees ⬇️

"Mark as Sent" functionality in Xero ⬇️

Whitelist contacts by freezing customers at the contact level ⬇️

Reply if you would like more info on something specific, or have any ideas on what we should build into Paidnice next! Book in a call with our team.

🏆 Paidnice Named Top Xero App of 2024 in the US

Xero has annouced their top apps of 2024, and Paidnice has made the list. We're also lucky to be a Featured app in Dec & Jan! Read more here.

🧠 New from the blog

In our new Ask the Experts series, we chat with experts in accounts receiveable all over the world to uncover strategies that you can use to build the most effective AR collection strategy for your business in 2025.

The 3 Non-Negotiables for Getting Paid on Time, by Haley Reyners

Haley Reyners, founder of My Two Cents (and Paidnice Expert Partner), shares her hard-learned strategies for staying ahead of cash flow challenges. Read More.

What’s the Best AR Process for My Business? by Jake McElwaine

With 15 years of experience as a Chartered Accountant, Jake McElwaine from Shadow Accounting (and Paidnice Expert Partner) shares how he transformed his own practice’s AR process and helped regional businesses adapt to modern payment practices. Read More.

Why leave it there?

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