How do I…?

Yes. The demo is the real app filled with example customers, made for your kind of business. Nothing is saved or sent and you don't need an email address. On a laptop it opens in a phone frame so you see what it's like on your phone. You can switch to the computer view too.

Pick your kind of business on the pricing page and start your free month. It's 30 days with everything switched on, and you don't need a card. If it isn't for you, just stop using it. Nothing is taken.

iPhone: open PaySorted in Safari, tap the Share button, then Add to Home Screen.

Android: open it in Chrome, tap the ⋮ menu, then Install app or Add to Home screen.

It then opens like any other app, full screen, and loads quickly even on poor signal. There's nothing to download from an app store.

You're asked when you first set up, and you can change them any time in More. Customers see your logo and colour on your quotes, invoices, the payment page, emails and reminders.

If you use Xero, QuickBooks, FreeAgent or Sage, connect it and your customers come across. In the trades app you can also tap Import my unpaid invoices to start chasing what you're already owed.

Or ask for free set-up help and send us your list. We'll help you get it in, on the trial and on every plan.

When you send an invoice, PaySorted schedules polite reminders around the due date, at the times you choose. The moment the invoice is paid, every remaining reminder is cancelled. That covers paid by card through PaySorted, marked paid by you, or marked paid in your accounting software.

Customers never get a pile of reminders at once. They get at most one every 2 days, and each one is only a step firmer than the last.

Your invoice shows your bank details. The customer can tap I've paid, which pauses reminders for 3 days and tells you to check your bank. Then tap Mark as paid on the invoice.

If you use Xero, QuickBooks, FreeAgent or Sage and reconcile there, we pick it up automatically.

Yes. In the trades app, open the customer and switch off Chase this customer automatically. You can also pause a single invoice, or put it on hold if it's disputed. In the other apps, message us if a customer needs leaving alone.

Go to More → How customers pay you and set up online payments with Stripe. It takes about 5 minutes. Your invoices then have a Pay now button for card, Apple Pay and Google Pay, and the money goes straight to your bank account. PaySorted never holds it.

In PaySorted Rounds, tap Done on the visit and choose how they're paying:

• Paid cash: marks it paid and sends them a receipt.
• Pay by card now: shows a QR code. They scan it with their phone camera and pay by card, Apple Pay or Google Pay. It shows when they've paid.
• Send the bill: they pay later, with reminders if they forget.

Card now needs card payments switched on (see above).

Yes, through GoCardless, which suits regular customers. Read how to set up Direct Debit.

Emails are sent on your behalf with your business name, and replies go straight to your own email address.

It's free on every plan and doesn't use one of your logins. In More, tap Invite your accountant and enter their email.

Easiest of all, give your accountant the email you use for PaySorted. They can send you a request, and you just tap Accept. They get read-only access. Accountants can read more on our page for accountants.

Team plans include extra logins (see pricing). Invite each person by email. In PaySorted Rounds, each person sees only their own day and jobs, not your prices or customers' bills.

Yes, on every plan. Connect it and your invoices, customers and payments copy across. Invoices you already have there can be imported and chased.

There's no contract, so you can change or cancel at any time. In the trades app, go to More → Plan & billing to change plan, update your card and download receipts. In the other apps, your plan is under More. If you can't see how to cancel, message us and we'll do it for you.

Yes, your data is yours. In the trades app, go to More → Your data to download everything or delete your account. In the other apps, message us and we'll send you a full copy or delete your account. See our privacy policy.

Your data is stored securely in the UK/EU, protected so only your business can see it. Card details never touch PaySorted, because Stripe handles them.