Paidly helps businesses create service invoices, recurring bills, quotes, deposits, retainers, product invoices, and industry-specific payment requests with no-account client pages.
Services, subscriptions, quotes, deposits, retainers, medical, legal, construction, events, rentals, products, and real estate all need different context.
Clients can review invoices, approve estimates, see payment history, confirm receipt, dispute, or pay without creating an account.
The dashboard keeps a live record of estimates, approved quotes, sent invoices, overdue work, paid records, payment intent, and disputes.
Start from service, recurring, quote, deposit, progress, retainer, product, PO, medical, legal, construction, event, rental, or real estate templates.
Hours, rates, SKUs, treatment codes, case numbers, deposits, milestones, purchase orders, expenses, mileage, and contract links live with the invoice.
Every record lands in the dashboard with a client status page, quote approval, payment history, and Stripe payment path attached.
Each client can show contact information, invoice history, lifetime revenue, average payment time, notes, documents, contracts, payment methods, and tags.
Customers can view invoices, pay online, download receipts, approve estimates, review prior payments, sign contract links, and message the business.
Owners can see monthly and yearly revenue, outstanding and overdue invoices, average days to get paid, top customers, best months, success rate, and cash flow.
Reminder stages can run 3 days before due, due today, 3 days late, 7 days late, 14 days late, and final notice.
Track quote, contract, signature, deposit, invoice, and final payment, then generate receipts and send review links after payment.
Dark mode, custom branding, company logo, teams, multiple businesses, QR codes, templates, saved services/products, payment plans, refunds, multi-currency, and tax controls all have a home.
IT support, software developers, consultants, agencies, designers, and photographers can capture hours worked, hourly rate, project name, and service description.
Cleaning companies, lawn care, SaaS, maintenance contracts, and managed IT teams can record weekly, monthly, or yearly billing with auto-send and Stripe auto-pay notes.
Send a quote, let the client approve it from the status page, then convert it into a payable invoice without rebuilding the record.
Contractors, freelancers, event planners, wedding photographers, agencies, lawyers, and consultants can show deposit due, remaining balance, and retainer scope.
Construction and large projects can track percent complete, milestone draws, change orders, materials, equipment, labor, and subcontractor costs.
Support SKUs, quantities, inventory, shipping, sales tax, purchase orders, treatment codes, case numbers, event dates, guest counts, rental terms, and property fees.
Estimate records open as quotes. When the client approves, the same page reloads as a payable invoice.
Capture cadence, next send date, auto-send preference, and Stripe auto-pay terms alongside the invoice.
Show deposit due, remaining balance, percent complete, current draw, prior payments, and final payment details.
Every invoice page links to a customer portal showing that client’s invoices, open balances, and payment history.
Add late-fee policy, e-signature or contract link, reimbursable expenses, mileage, materials, and equipment rentals.
Generate a starter invoice from a sentence, then edit the structured fields before sending.
Choose an industry template, capture the right billing fields, then send a client page for quote approval, payment history, and Stripe payment.
Create quotes, deposits, retainers, recurring invoices, product bills, service invoices, and client payment histories from one focused workspace.