Help centre/Set up/Getting started

Getting started

Set up Paidnice and send your first reminders.

• How Paidnice works

  Groups, policies and actions, and why nothing goes to a customer until you say so.

• How to connect Xero or QuickBooks to Paidnice

  Connect your accounting system so Paidnice can read your invoices and contacts. Takes about two minutes.

• When to use groups or tags

  Groups decide which policies a customer gets. Tags carve out exceptions inside a group.

• How freezing works

  Freeze an invoice or a whole contact to stop Paidnice chasing it, and see what still happens while it is frozen.

• Users and access

  Invite colleagues, give them viewer or editor access, understand connected users, and what happens to your setup when someone reconnects Xero or QuickBooks.