Help centre/Enforce your terms/Escalations

Escalations

Notify your team when an invoice needs attention.

• How escalations work

  Create a task for your team when an invoice needs a person, not another email.

• How calls work

  Call customers from Paidnice, then save the transcript and summary to the contact.

• How contact credit scores work

  A 0 to 100 score on each contact that sums up how they pay, what it is based on, and how to change the way it is worked out.

• How invoice queries work

  Record why a customer queries an invoice, who owns it and what happens next, and pause chasing until it is resolved.

• How payment promises work

  Record a customer's promise to pay by a certain date, pause chasing until then, and get told when the promise is broken.

• Follow up when a promise is broken

  Set the grace period, get notified, and run a firmer reminder or escalation automatically after a broken promise.