Welcome to Inly π
βInly helps you send professional documents, accept payments, and automate your workflow β all in one place.
π Step 1: Set Up Your Account
Get your foundation in place so everything looks and works the way you want.
How to Connect to Stripe to Receive Online Payments
βRequired to accept credit card and ACH payments.How to Customize Your Branding
βAdd your logos, branding, and business details to all documents.
π Step 2: Send Your First Document
Start working with clients and getting paid.
How to Create and Send an Invoice
βRequest payment from clients in just a few clicks.How to Create and Send a Contract
βCollect signatures and protect your business.
π Step 3: Move Everything Into Inly
Already using another platform? Weβll help you switch.
How to Migrate From Your Existing CRM to Inly
βMessage our team right here and weβll help transfer clients, templates, and workflows for you for free!
π€ Want a Walkthrough?
If youβd 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.
