Help
Help center
Short pages that match what the product does today. If something here is out of date, tell us, we would rather fix the page than leave you guessing.
Getting connected
- Connect QuickBooks or Xero, or import a spreadsheet
Three ways to bring in customers and invoices, what each reads and writes, and how to disconnect.
- Your connection shows an error, or you need to reconnect
What the Error badge and a failed-connection banner mean, and how to fix them.
- Why can't I see my invoices after connecting
Wrong workspace, sync not run yet, only open invoices, or a sandbox company.
- Import from a spreadsheet (CSV), in detail
The exact columns, limits, and what happens when you re-upload.
- Send reminders from your own domain
Set up SPF, DKIM and DMARC so reminders come from your address.
Reminders
- Approvals and the 30-second undo
Why nothing goes out until you press send, and how the undo window works.
- How to stop a reminder
Pause one customer, skip one invoice, or turn off a step for good.
- Who sees what: what your customer receives
What a reminder, statement or text looks like from the other side.
- When a customer says "I will pay" or "something is wrong"
What the two payment-page buttons do, and where you see the answer.
- Text message reminders and consent
Why a text might be skipped, and what STOP and START do.
Money matters
- Send a customer statement
Print, download or email a statement of everything a customer owes.
- Set up late fees
Propose, apply or waive a late fee. Nothing is charged automatically.
Your account
- Billing, plans and your trial
How the 14-day trial works and how you are billed today.
- Cancel or change your plan
A plain request, by hand. No cancellation fee, no contract.
- Export your data
Download everything as a ZIP, or one CSV at a time.
- Delete a client book or your account
What gets deleted right away, and what to download first.
Not here? Write to hello@getcollectly.app, replies within one business day.