A step-by-step guide to automating your invoice collection in minutes.
Sign up for free in under 30 seconds. No credit card required. You'll get a unique @paidly.site email address for forwarding invoices.
When you receive an invoice, simply forward it to your unique Paidly address. Our AI will automatically extract the client name, amount, due date, and currency.
Tip: Set up an auto-forward rule in Gmail/Outlook to send all invoices to Paidly automatically.
Check your dashboard to see extracted invoices. Edit any details the AI may have missed. Assign clients and set due dates if needed.
Set up your escalation schedule: how many days after the due date to send each reminder, and what tone to use (Friendly → Professional → Firm → Urgent).
Use the template editor to match your brand voice. Include dynamic variables like client name, amount, and due date. Or let AI generate templates for you.
Paidly sends reminders automatically on schedule. When your client pays, forward the payment confirmation email — Paidly will auto-detect it and mark the invoice as paid.
Forward payment confirmation emails from your bank or payment provider. Paidly's AI matches the payment to the correct invoice and stops reminders instantly.
Payment detection works by matching invoice numbers, amounts, or client email addresses.
Monitor your collection rate, average days to payment, and outstanding amounts on the Analytics dashboard. Identify slow-paying clients and optimise your workflow.