How PaidSoon works
From connection to payment — the complete workflow, automated.
- 1
Connect your accounting software
Authorise PaidSoon to connect to your Stripe account via OAuth. No credentials to share — the connection is revocable at any time from your dashboard.
- 2
Import your unpaid invoices
PaidSoon syncs overdue and unpaid invoices automatically from your connected account. New invoices are picked up on each sync cycle — no manual importing required.
- 3
Configure your reminder schedule and templates
Choose when each reminder fires (e.g., 3 days, 10 days, 21 days overdue) and select or customise the reminder template for each stage — friendly, firm, or final notice.
- 4
PaidSoon sends reminders automatically
On schedule, PaidSoon sends professional reminder emails on your behalf. Emails include invoice details, the amount due, and a call to action. You receive a copy for your records.
- 5
Promise-to-pay and disputes are tracked
If a client promises to pay or raises a dispute, record it in PaidSoon. Reminders pause automatically when a commitment is in place, keeping the relationship professional.
- 6
Weekly debtor summary delivered to your inbox
Every week, PaidSoon sends you a summary of all outstanding invoices, their status, and which follow-up stage each debtor is at — so you're always informed without manual checking.