Plan: Available on every plan including trial (Starter).
Use this list on day one so you see real balances quickly without surprising customers.
Morning: account and access
- Sign up with work email, 12+ character password, country, and Blank or Demo book. Click Start Your 30-Day Trial (Starter, no card).
- Confirm your email from the message, or resend from login.
- Sign in at /login. Confirm nav shows Dashboard, Invoices, Debtors, Reminders, Activity, Reports, Settings, Support.
Midday: put invoices on the book
- Open Connections (Settings path or Connect flow) and choose Xero, QuickBooks, or Sage — or use Import for CSV (up to 5 MB / 2000 rows).
- Map columns if importing. PayBlah only needs nine field types from accounting: company, first/last name, email, phone, invoice number, amount, due date, paid.
- Wait for sync (about every 60 minutes when connected) or complete the import. Open Invoices and Debtors to sanity-check names and amounts.
- On Dashboard or onboarding, read Total Overdue and age bands. Fix Never chase or contact emails on sensitive accounts before go live.
Afternoon: style, then control
- Open Reminders → Ladders. Keep Standard or switch default to Gentle / Firm-But-Fair. Confirm steps use Email as the channel you rely on at launch.
- Skim Templates (tones Friendly, Standard, Firm, Final). Edit wording in place if needed; saves on blur.
- Set quiet hours and Monday–Friday send time under when chasing runs.
- Complete the checklist and click Go Live only when you accept the last check. Note the sidebar Next run time.
- Open Activity so you know where Approvals, Replies, Sent Log, Disputes, and Stop Requests live.
What not to do on day one
- Do not assume text messages are live for every territory. Email is the launch channel; SMS arrives later by territory with no date in this guide.
- Do not skip Never chase for accounts that must never get automated reminders.
- Do not treat PayBlah as a collection agency — you own the relationship and the send.
End of day: if balances look wrong, disconnect or pause enrolment and fix the source data before the next run.