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Getting Started with Inly

Tutorials, support articles, and tips to get started with Inly.

Written by Perry Smith

Welcome to Inly 👋
Inly helps you send professional documents, accept payments, and automate your workflow — all in one place.

🚀 Step 1: Set Up Your Account

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

  1. How to Connect to Stripe to Receive Online Payments
    Required to accept credit card and ACH payments.

  2. How to Customize Your Branding
    Add your logos, branding, and business details to all documents.


📄 Step 2: Send Your First Document

Start working with clients and getting paid.

  1. How to Create and Send an Invoice
    Request payment from clients in just a few clicks.

  2. How to Create and Send a Contract
    Collect signatures and protect your business.

🔁 Step 3: Move Everything Into Inly

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

  1. How to Migrate From Your Existing CRM to Inly
    Message our team right here and we’ll help transfer clients, templates, and workflows for you for free!

🤝 Want a Walkthrough?

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


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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