Help Center

How can we help you?

Find answers, guides, and resources to get the most out of PayPing

Getting Started

Welcome to PayPing! Follow these steps to set up your account and start automating invoice reminders.

1

Create Your Account

Sign up for PayPing and verify your email address to get started.

2

Connect Your Integrations

Connect Stripe, QuickBooks, or upload CSV files to sync your invoices automatically.

3

Set Up Clients

Add your clients or let the system automatically create them from your invoices.

4

Configure Reminders

Set up your reminder sequences or use our default 5-step reminder system.

5

Customize Email Templates

Create personalized email templates that match your brand and communication style.

6

Start Automating

Let PayPing automatically send reminders and track payments for you.

Invoice Management

Learn how to create, manage, and track your invoices effectively.

Create Invoices

Manually add invoices for clients or let integrations sync them automatically from Stripe, QuickBooks, or CSV files.

Go to Invoices → New Invoice

Filter & Search

Use advanced filters to find invoices by status, client, date range, or amount. Search by invoice number or client name.

Use the filter bar on the invoices page

Export Invoices

Export individual invoices or bulk export filtered results to CSV for accounting or reporting purposes.

Click Export button on invoices page

View Invoice Details

See complete invoice information including payment status, reminder history, and client details.

Click on any invoice to view details

Invoice Statuses

DRAFT

Invoices that are created but not yet sent to clients.

SENT

Invoices that have been sent to clients and are awaiting payment.

OVERDUE

Invoices that have passed their due date without payment.

PAID

Invoices that have been fully paid by clients.

Reminder Setup

Configure automated invoice reminders to ensure timely payments from your clients.

Choose Reminder Sequence

Use the default 5-step sequence or create a custom sequence tailored to your needs.

Customize Email Templates

Edit templates for each reminder step to match your tone and brand voice.

Set Timing

Configure when reminders are sent relative to the invoice due date.

Enable Automation

Once configured, reminders are sent automatically based on your schedule.

Default Reminder Sequence

Our default 5-step sequence is designed to maximize payment collection while maintaining professional relationships.

1
Day 0 (Due Date)
Initial reminder sent on due date
2
Day 3 After Due Date
Follow-up reminder 3 days after due date
3
Day 7 After Due Date
Second follow-up 7 days after due date
4
Day 14 After Due Date
Third follow-up 14 days after due date
5
Day 30 After Due Date
Final reminder 30 days after due date

Frequently Asked Questions

Find answers to common questions about PayPing.

Best Practices

Learn proven strategies to maximize payment collection and maintain healthy client relationships.

Invoice Management

  • •Send invoices immediately after work is completed or products are delivered
  • •Set clear due dates (typically 15-30 days from invoice date)
  • •Include detailed line items and payment terms on invoices
  • •Use consistent invoice numbering for easy tracking
  • •Keep invoice records organized and up-to-date

Reminder Strategy

  • •Start with friendly reminders and gradually increase urgency
  • •Send reminders at consistent intervals (e.g., 3, 7, 14, 30 days)
  • •Personalize reminder messages with client names and specific amounts
  • •Include clear payment instructions and links in every reminder
  • •Pause reminders when clients are actively communicating
  • •Review reminder effectiveness and adjust timing as needed

Client Communication

  • •Maintain a professional but friendly tone in all communications
  • •Respond promptly to client inquiries about invoices
  • •Document all payment agreements and follow up accordingly
  • •Use email templates that reflect your brand voice
  • •Be proactive in addressing payment issues before they escalate

Payment Collection

  • •Offer multiple payment methods (credit card, bank transfer, etc.)
  • •Make payment links easily accessible in reminders
  • •Follow up on partial payments promptly
  • •Track payment patterns to identify reliable vs. problematic clients
  • •Consider early payment discounts for consistent clients

Integration Guide

Connect your invoice sources to automatically sync and manage invoices in PayPing.

Stripe Logo

Stripe

Connect your Stripe account to automatically sync invoices and payment data.

Available

Setup Steps:

  1. 1
    Go to Integrations → Connect Stripe
  2. 2
    Authorize PayPing to access your Stripe account
  3. 3
    Invoices will sync automatically every hour
Paddle Logo

Paddle

Connect your Paddle account to automatically sync invoices and payment data.

Available

Setup Steps:

  1. 1
    Go to Integrations → Connect Paddle
  2. 2
    Enter your Paddle API key
  3. 3
    Invoices will sync automatically every 6 hours
QuickBooks Logo

QuickBooks

Sync invoices directly from your QuickBooks account.

Coming Soon

Setup Steps:

  1. 1
    Go to Integrations → Connect QuickBooks
  2. 2
    Complete OAuth authentication
  3. 3
    Select which invoices to sync
CSV Upload Logo

CSV Upload

Upload invoice data via CSV files for manual or bulk imports.

Available

Setup Steps:

  1. 1
    Go to Integrations → CSV Upload
  2. 2
    Download the CSV template
  3. 3
    Fill in your invoice data and upload
  4. 4
    Review and confirm the import

Sync Information

  • Automatic syncs run every hour for connected integrations
  • You can manually trigger a sync from the Integrations page
  • New invoices are automatically matched with existing clients or new clients are created
  • Payment status updates automatically when payments are detected