1. Import your client base
Connect your accounting software (QuickBooks, Xero, Stripe) or import your client list via CSV. PingPaid reads your invoice data, client history, and payment terms — and organizes everything by client, team, and project.
2. Configure collection rules per client type
Corporate clients get 60-day terms with gentle escalation. Startup clients get 30-day terms with faster follow-up. Retainers get automated monthly reminders. PingPaid handles the complexity so you do not have to.
3. Automated collection at scale
PingPaid sends reminders, applies late fees, generates legal documents, and escalates collection — all automatically. Your finance team monitors the dashboard and handles exceptions, while routine collections run on autopilot.