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Add your unpaid invoices one by one (Invoices › New invoice) or import them from Excel: export a CSV with at least the invoice number, custo…
The daily action queue
The Today page ranks open invoices by a 0–100 score: days overdue, balance, broken promises, time since the last contact, open disputes and …
Send a reminder
Open an invoice and go to the Reminder section. Choose the customer’s language (English, French, Spanish, Arabic or Chinese), the tone (poli…
Record a payment
On the invoice page, use the Payments section: amount received, date, method and reference. Partial payments are supported.…
Payment promises
When a customer commits to a date during a call, log the promise on the invoice (amount, date, contact).…
Disputes
If a customer contests an invoice (quantities, quality, missing document), open a dispute on the invoice with the reason.…
Statement of account
For a customer with several open invoices, open the customer page and use “Statement of account”: one message listing every invoice due, wit…
Team and roles
In Settings › Team, create an invitation link and send it by WhatsApp or email. Roles: owner (everything), admin (settings, team, imports, d…
Account security
Turn on two-factor authentication in My account: scan the QR code with an authenticator app (Google Authenticator, Microsoft Authenticator, …
Your data: export, backup, deletion
Import / Export lets you download your invoices, customers and payments as CSV (Excel-compatible) and a complete JSON backup of the workspac…
Plans and subscription
Starter is free up to 25 open invoices. Pro ($19/month) and Business ($49/month) add unlimited invoices, more users and priority support.…
Customer portal and proofs of payment
On an invoice, create the customer link (Customer portal card). It is added automatically to your reminders.…
Cash forecast and customer reliability
Reports › Cash-in forecast estimates what should come in over the next 13 weeks: promised payments on their date, other invoices at their du…
Automatic e-mails, WhatsApp Business and accounting software
Settings › Payment & sending: add your online payment link, your reply-to address, turn on automatic e-mail reminders (sent each morning whe…
Get help from the Receivly team
If something does not work (a page in error, wrong figures in a document, an access problem), open a ticket from Help › Support. Choose “Urg…
Can’t find it? Ask the assistant · Open a ticket · Contact us