Inly

Welcome to Inly 👋 ​<a href="https://www.inly.com" rel="nofollow noopener noreferrer" target="_blank">Inly</a> helps you send professional documents, accept payments, and automate your workflow — all in one place.

Get your foundation in place so everything looks and works the way you want.

<a href="https://help.inly.com/en/articles/7204448-how-to-connect-to-stripe-to-receive-online-payments" rel="nofollow noopener noreferrer" target="_blank">How to Connect to Stripe to Receive Online Payments</a> ​Required to accept credit card and ACH payments.

<a href="http://help.inly.com/en/articles/3743526-setting-up-your-branding">How to Customize Your Branding</a> ​Add your logos, branding, and business details to all documents.

1. <a href="https://help.inly.com/en/articles/7204448-how-to-connect-to-stripe-to-receive-online-payments" rel="nofollow noopener noreferrer" target="_blank">How to Connect to Stripe to Receive Online Payments</a> ​Required to accept credit card and ACH payments. 
2. <a href="http://help.inly.com/en/articles/3743526-setting-up-your-branding">How to Customize Your Branding</a> ​Add your logos, branding, and business details to all documents.

📄 Step 2: Send Your First Document

Start working with clients and getting paid.

<a href="http://help.inly.com/en/articles/3743093-how-to-create-and-send-an-invoice">How to Create and Send an Invoice</a> ​Request payment from clients in just a few clicks.

<a href="http://help.inly.com/en/articles/9397310-how-to-create-and-send-a-contract">How to Create and Send a Contract</a> ​Collect signatures and protect your business.

1. <a href="http://help.inly.com/en/articles/3743093-how-to-create-and-send-an-invoice">How to Create and Send an Invoice</a> ​Request payment from clients in just a few clicks.
2. <a href="http://help.inly.com/en/articles/9397310-how-to-create-and-send-a-contract">How to Create and Send a Contract</a> ​Collect signatures and protect your business.

Already using another platform? We’ll help you switch.

<a href="http://help.inly.com/en/articles/11920537-how-to-migrate-from-your-existing-crm-to-inly">How to Migrate From Your Existing CRM to Inly</a> ​Message our team right here and we’ll help transfer clients, templates, and workflows for you for free!

1. <a href="http://help.inly.com/en/articles/11920537-how-to-migrate-from-your-existing-crm-to-inly">How to Migrate From Your Existing CRM to Inly</a> ​Message our team right here and we’ll help transfer clients, templates, and workflows for you for free!

If you’d like help getting set up, migrating from another CRM, or seeing how Inly fits your workflow:

👉 <a href="https://calendly.com/inlyteam" rel="nofollow noopener noreferrer" target="_blank">Schedule a quick walkthrough</a>

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For any additional questions, please send us a message via the chat box and a team member would be happy to assist you.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Getting Started with Inly

🚀 Step 1: Set Up Your Account

📄 Step 2: Send Your First Document

🔁 Step 3: Move Everything Into Inly

🤝 Want a Walkthrough?