Everything you need to collect with clarity

Create, import, and manage invoices with full lifecycle tracking — from draft through paid, paused, or written off. Line items, taxes, discounts, PDFs, payment links, and attachments stay tied to each customer record.

• Statuses from draft to paid with audit-aware transitions
• CSV import and export for customers and invoices
• Per-invoice collector pause and assignment
• Timeline of every edit, send, reminder, and payment

The AI Collector drafts concise reminders from approved invoice facts — amounts, due dates, and terms you control. Choose tone, quiet hours, max reminders, and whether messages send automatically or wait for approval.

• Friendly, professional, or firm tone presets
• Quiet hours and permitted send days
• Approval modes: none, first, all, or firm-stage only
• Never invents fees, threats, or unverified payment details

When customers reply, Receivly classifies intent — payment promises, disputes, claims of payment, extension requests, wrong contacts, and more — with confidence scores so your team knows what needs attention.

• Categories: promise, dispute, paid claim, extension, unclear
• Confidence scores surface low-certainty replies
• Sensitive or abusive content flagged for review
• Automatic routing to approval queue when rules match

When a debtor promises payment by a date, Receivly captures it on the invoice, updates status, and schedules follow-up if the promise is missed — without your team manually chasing spreadsheets.

• Promised dates linked to invoice records
• Missed-promise alerts and conversation filters
• Upcoming promise notifications for finance teams
• Collector pauses while promises are active

All outbound reminders and inbound replies live in a workspace-scoped conversation center. Filter by unread, needs approval, disputed, payment claimed, failed delivery, or low confidence.

• Threaded email history per invoice and customer
• Internal notes visible only to your team
• Assignment and escalation to finance managers
• Full message status: queued, sent, delivered, bounced

Dashboard summaries, aging bands, collection activity metrics, and customer-level outstanding balances give finance leaders a clear picture — reminders sent, promises kept or missed, disputes, and payments recorded.

• Outstanding and overdue totals at a glance
• Aging bands and customer-level breakdowns
• Collection activity: reminders, replies, promises, disputes
• Export-friendly data for month-end close

Workspace isolation, role-based access, approval queues, and deterministic payment recording keep humans in charge. AI never marks invoices paid without verified webhooks or authorized manual entry.

• Roles: admin, finance manager, viewer, member
• Team invitations and workspace-scoped data
• Escalation contacts and notification preferences
• Audit-friendly action history across the workspace