How Paidly Works

Step 01: Add Your Invoices

There are three ways to get invoices into Paidly. Choose whichever suits your workflow.

Forward Emails

Forward invoice emails to your unique Paidly address. AI extracts client name, amount, currency, and due date automatically.

Upload PDF

Upload PDF invoices directly. Paidly's AI pre-fills your invoice form with extracted data.

API Access

Use the REST API for programmatic access. Create invoices automatically from your existing tools. Available on Agency plans.

Step 02: Set Your Preferences

Configure your escalation schedule: choose how many days after the due date to send each reminder, and select your preferred tone — Friendly, Professional, Firm, or Urgent. Create custom email templates that match your brand voice.

Step 03: Automate & Relax

Paidly sends professional payment reminders on your behalf, automatically escalating from gentle nudges to firm follow-ups. The moment payment is confirmed — either by you marking it paid or by forwarding a payment confirmation email — all reminders stop instantly.

Ready to stop chasing payments?

Start your free trial today. No credit card required. Set up in under 5 minutes.