Skip to main content

Getting Started with Inly

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

Perry Smith avatar
Written by Perry Smith
Updated over a month ago

Welcome to Inly πŸ‘‹
​Inly helps you send professional documents, accept payments, and automate your workflow β€” all in one place.

πŸš€ 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.


πŸ“„ 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.

πŸ” 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.

Did this answer your question?