Frequently asked questions
Does Collectly send emails to my customers automatically?
No. Collectly drafts reminders for you to review. Nothing is sent to a customer without your explicit, per-message approval. On the Pro plan you can send approved drafts from your verified domain, or you can copy any draft into your own email.
How does Collectly connect to QuickBooks?
Through Intuit's official OAuth 2.0 flow. Collectly reads your open invoices, customers, and payment history. Access and refresh tokens are encrypted at rest and rotated automatically. You can disconnect at any time.
How is the priority score calculated?
It's a weighted blend of three factors: the invoice balance (size, log-scaled so a few large invoices don't dominate), how far overdue it is (weighted by aging bucket — 1–30, 31–60, 61–90, 90+ days), and the customer's historical payment behavior. The result is a 0–100 score that ranks your worklist.
What are customer risk tiers?
Collectly looks at each customer's days-to-pay history and classifies them as reliable, slow, or chronic. This helps you decide who needs a gentle nudge and who needs a phone call.
Will the dunning emails ever be threatening or invent fees?
Never. Every draft passes guardrails that block threatening or legally-overreaching language and reject any fabricated payment terms, late fees, or interest. Drafts always include the invoice number, amount, and due date.
What does DSO mean and how do you calculate it?
Days Sales Outstanding is the average number of days it takes to collect after a sale. Collectly approximates it from your current receivables and the invoices billed over the trailing period, and tracks the trend over time.
What's the difference between Free and Pro?
Free covers one company, a worklist of up to 10 overdue invoices, and one draft per day. Pro ($49/mo) unlocks unlimited invoices and drafts, sending from a verified domain, full dunning sequences, DSO and recovery dashboards, up to five companies, and CSV export.
Do I need a credit card to start?
No. The Free plan requires no card. Upgrade to Pro whenever you're ready.