5 docs tagged with "automatic"

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

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

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

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

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