New: Introducing Escalation Triggers
We're excited to introduce a new policy type that is available for all Paidnice users today: Escalations.
With an escalation policy, you can trigger new actions in your account when your criteria are met.
🎥 Check out the short demo we recorded (3-min):
An example would be to schedule a phone call following up an overdue invoice 14 days past the due date.
There are 3 types of escalation in Paidnice:
- Phone call - this is for staff to call the customer and follow up the overdue invoice - this can be handled by a team in your company or a specialist credit control service.
- Stop credit - this is for staff to halt further sales or credit to the customer - typically handled by a sales team or credit control team
- Template legal letter - this is for staff to generate a legal letter and send it to the customer (by email and/or physical mail). It could also notify a 3rd party legal service or lawyer.
- Are we missing something? Have more ideas for escalations? Let us know!
⚙️ Integrate escalations with 3rd party services
When escalations are marked as complete or canceled, Paidnice will send a webhook if configured, read more about webhooks here.
Webhooks can allow the accounts receivable escalation activities to be synced to other software such as Hubspot, Salesforce or Intercom - there are 1000's of supported software platforms in Zapier.
Learn more about how Escalation's work.
Need a hand getting this setup? Book a time with us here, we're happy to help.
Do you have any other features you on your wishlist that we should have on our radar? Let us know!
