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Understand the full automated debt recovery workflow — from adding a customer to automatic payment reconciliation.

Understand how a customer automatically transitions from On Track → Overdue → Stopped → In Settlement → Lost, and how to manage each transition.

Understand the 4 available roles and the actions permitted for each in Paymely.

Everything on the dashboard: stat cards, usage, lost customers, and quick actions.

Update your name, phone number, language preference, and password in your user profile.

Add your own sending domain for professional emails and better deliverability.

Understand deliverability metrics, bounces, complaints, and how to maintain a good sender reputation.

Configure bank email forwarding to Paymely for automatic reconciliation of Interac transfers and other payments.

Create customer profiles, understand statuses, and manage the lifecycle of each account.

Detailed explanation of the 8 customer statuses: Inactive, On Track, Overdue, Paid, Stopped, In Settlement, Lost, and Legal.

Create reduced-price settlement offers for stopped customers, understand offer types, and use settlement sequences.

Store industry-specific information in free-form fields and use them in your message templates.

Upload a CSV, Excel file, or Google Sheets URL to import multiple customers at once with automatic column mapping and validation.

Upload invoices per customer and automatically attach them to chase emails sent by your schedules.

Upload and manage internal reference documents for each customer — contracts, agreements, notes.

Move inactive customers to the directory to free up active customer slots without losing their data.

Write personalized messages with dynamic placeholders for recovery emails and SMS.

Exhaustive list of all placeholders available in your email and SMS templates, with rendering examples.

The 7 template categories explained: before due, overdue (early, medium, late), final, thank you, and settlement offer.

Define an automatic sequence of email and SMS reminders, with delays, send days, and settlement offers.

Understand the 3-stage structure of each schedule — before due date, after due date, and payment confirmation.

Set up automatic chasing cycles that restart after each payment — ideal for money lenders and recurring billing.

Configure a discount on a schedule to incentivize payment before or shortly after the due date.

How Paymely enforces CASL compliance: daily limits, opt-outs, exemptions, and logs.

Browse pre-built schedule templates and use them as starting points for your own recovery sequences.

How Paymely detects, analyzes, and reconciles incoming payments using artificial intelligence.

How to use the review queue to validate incoming payments that require human verification.

Record payments received outside email: cash, cheque, direct transfer, credit card.

Get a dedicated phone number, set up the SMS inbox, and comply with CASL rules.

Manage incoming SMS conversations, reply to customers, add notes, and archive conversations.

SMS deliverability dashboard: delivery statuses, number health scores, and corrective actions.

Subscription tiers, self-service upgrades and downgrades, custom quotes, cancellation, and add-on packages.

Buy extra SMS or emails when you hit your monthly limit, and understand how credits work.

How automatic alerts work when you approach your monthly SMS and email limits.

Understand your collection rate, payment trends, customer health, communication stats, and key performance indicators.