Invoice Automation Features

Track Invoices

Monitor all your invoices in one dashboard. See who owes you, how much, and when it's due — with real-time status updates.

Automated Payment Reminders

Set up multi-step escalation sequences that send professional reminders automatically. From friendly nudges to firm follow-ups — all on schedule.

Upload PDF Invoices

Upload PDF invoices directly. Paidly's AI pre-fills your form with extracted data — client name, amount, due date, and more. Max 10MB per file.

Email Forwarding

Forward invoices to your unique @paidly.site address. AI extracts all invoice details automatically — no manual data entry required.

Cash Flow Analytics

Real-time dashboards show your collection rate, average days to payment, outstanding amounts, and cash flow trends.

Custom Templates

Personalise your reminder emails with custom templates matching your brand voice. Dynamic variables like client name, amount, and due date are supported.

Automatic Payment Detection

Forward payment confirmation emails to your Paidly address and invoices are automatically marked as paid — no login required.

Forward the Confirmation

When you receive a payment notification from your bank, PayPal, or client, simply forward it to your Paidly inbox address from your registered account email.

AI Matches the Invoice

Our AI analyses the email, identifies the payment amount, reference number, and matches it to the correct pending invoice in your account.

Invoice Auto-Marked Paid

The invoice status updates to 'Paid' automatically. Reminder sequences stop immediately. No manual action needed.

How to use Auto-Payment Detection

  1. Create an invoice in Paidly (manually, via email forwarding, or API)
  2. When you receive a payment confirmation email, forward it to your Paidly inbox address from your registered account email
  3. Paidly's AI will analyse the email and match it to the pending invoice
  4. The invoice is automatically marked as paid — reminders stop immediately
  5. Check your dashboard to confirm the status update

Security: Only emails forwarded from your registered Paidly account email are accepted. This prevents clients from marking their own invoices as paid.

Works with bank transfer notifications, PayPal receipts, Stripe confirmations, and most payment provider emails.

Multi-Language & Multi-Currency

5 languages (English, German, Chinese, Japanese, Hindi) and 11 currencies (GBP, USD, EUR, CNY, JPY, INR, AUD, CAD, NZD, ZAR, SGD). Localise reminders for your global clients.