User Guide

Save our WhatsApp number and send "Hi". You'll be onboarded in 30 seconds. Just tell us your business name and you're ready to go.

Type the customer name, amount, and when it's due. You can write it naturally in any supported language.

When a customer pays, just tell us. You can mark full or partial payments.

GetPaidly sends automatic reminders to your buyers before and after due dates. You can also manually remind everyone or a specific customer.

View your outstanding dues summary, a customer's full transaction history, or your monthly collection report.

Three ways to bulk import dues: 1. Send a CSV or Excel file with columns: Name, Phone, Amount, Due Date 2. Paste multiple lines in one message (3 or more) 3. Send a photo of your handwritten register

Export a customer's full ledger as a CSV file, or download all your data.

Change your language anytime. Set a PIN for security. Start or stop automatic reminders.

Set up UPI to receive payments directly from buyers via WhatsApp. 1. Type "setup upi" or "upi setup" 2. Bot asks for your UPI ID (e.g. yourname@okaxis) 3. Bot asks for your display name 4. Every transaction gets a unique pay page link 5. Buyers can scan QR and pay directly

Every due has a unique payment link your buyer can open. - Buyer can scan QR and pay via any UPI app (GPay, PhonePe, Paytm) - "I've Paid" button notifies you instantly - Buyer can upload payment screenshot - AI auto-verifies amount, UTR, and recipient - 3-strike dispute flow if seller says "not received"

Accept partial payments from buyers. The remaining balance is auto-tracked and a new reminder is set for the balance.

Send a voice message in any supported language. AI transcribes it and creates the transaction automatically. Works while driving - completely hands-free.

Protect sensitive actions with a 4-digit PIN. - Type "set pin 1234" to set your PIN - PIN is required for export, delete, and other sensitive actions - Type "forgot pin" for OTP-based reset via SMS

- "undo" - reverses your last action (within 24-hour window) - "pause" - pause all automatic reminders for 7 days - "resume" - restart reminders early before the 7 days are up

Run multiple businesses from a single WhatsApp number. Each business has its own separate ledger, contacts, and settings.

Automatic reminder schedule on Pro/Business plans: - T-7 days, T-3 days: Upcoming payment reminder - T-0 (due date): Due today reminder - T+1, T+3 days: Overdue reminder - T+7 days: Alert with action buttons (mark paid / call noted / extend) - T+30 days: High risk flag on contact All automatic - no manual follow-up needed.