Help

The guided tour only runs once — this page is for whenever you forget what a button does after that. The chat bubble in the corner of every page can also answer questions directly.

Dashboard

Aging buckets: Invoices grouped by how overdue they are, so what needs attention first is obvious at a glance.
Cash-flow forecast: A rough forecast of when your outstanding invoices are likely to get paid, based on each client's own payment history.
Today's briefing: Up to three invoices Tactly thinks need a reminder today, each with a one-line reason why.
Batch draft: Draft reminders for every overdue invoice at once instead of opening them one by one.
Quick Add: Snap a photo of a paper invoice or describe one out loud — Tactly pre-fills the form for you to confirm before saving.
"Auto-drafted" reminders: Tactly checks every time you open the dashboard for invoices that need escalating and drafts them on its own — you'll see these tagged "Auto-drafted" in that invoice's reminder history, waiting for your review.
This month / Right now: How much you've recovered this calendar month, and how many of your unpaid invoices are still in good shape versus at risk — recalculated live.
Clean streak: How many of your most recently paid invoices in a row never needed a final notice before getting paid.
Weekly housekeeping: Once a week, Tactly reviews your whole book of business on its own and flags invoices worth reconsidering (been through the full reminder ladder, still unpaid) and possible duplicate entries — nothing is changed automatically, it's just surfaced for you to decide.

Inside an invoice

Tone Dial: Friendly, firm, or final — Tactly suggests one based on how overdue the invoice is, but you can always override it.
Generate: Writes two draft variants plus a one-line rationale for the tone picked. Copy whichever you prefer and send it from your own inbox — nothing sends automatically.
Suggest a date: Proposes a sensible follow-up date based on how long this specific client has taken to pay in the past.
Got a reply? Analyze it: Paste what a client wrote back and get its tone read, plus a suggested next tone to use. Tactly also remembers the sentiment and factors it into every future draft for that client.

Clients page

Risk score: Each client's average days-late, so you know who tends to need a firmer nudge before you even start drafting.

Settings

Signature & payment instructions: Used to close out every draft. A banner nudges you to fill these in before your first send if they're still empty.
Your writing voice: Describe how you actually write (casual, formal, no jargon, whatever's true) and every draft — manual, batch, or auto-escalated — follows it instead of a generic default.

Want to see it all again, in order?