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Advanced features module
Fidly grows with your business.
Recurring invoices that send themselves, a connected bank, invoiced services, automatic reminders, API and email campaigns: the tools of the Smart and Growth plans, tracked right down to your phone.
✓ Recurring subscriptions
✓ Connected bank (PSD2)
✓ Services and reminders
✓ API and email campaigns
At a glance
01
Fewer repetitive tasks, more time for your clients.
The Smart and Growth features automate what comes back every month: invoicing, tracking payments, sending reminders.
01
Subscriptions
Your recurring invoices generated and sent automatically.
02
Connected bank
Your transactions flow into Fidly through a PSD2 connection.
03
Services and reminders
Logged time becomes an invoice, and unpaid invoices get reminders.
04
API and campaigns
Connect your tools and write to all your clients at once.
How it works
02
From service to payment, without thinking about it.
1
Log your services
Or time them with the timer.
2
Fidly invoices
From the services, or entirely on its own for your subscriptions.
3
The payment comes in
From your connected bank, and you get a notification on your phone.
4
Reminders if needed
Up to three automatic reminders for unpaid invoices.
Ready to invoice
Services4
Time logged6 h 30
ClientStudio Verhaegen
StatusTo invoice
Technical specifications
03
What the module covers, point by point.
01
Recurring subscriptions
Smart · Growth
–
Generation
An invoice created automatically on each due date, with a schedule of upcoming invoices.
Sending
Sent automatically by email or via Peppol.
Dynamic labels
#PREVIOUSMONTH#, #CURRENTMONTH# and #NEXTMONTH# variables to date your lines.
Reminders
Automatic reminder, switched on per subscription.
02
Connected bank
Smart · Growth
–
PSD2
One bank account included, synced automatically.
Additional accounts
+€5 excl. VAT per account per month.
Coda
On every plan, if your accountant is connected to Fidly.
03
Invoicing services
Growth
–
Logging
Services per client, with duration and description.
Timer
Time your work live.
Invoice
Selected services become an invoice in one click.
04
Unpaid invoice reminders
Smart · Growth
–
Three levels
Up to three reminders, each after the number of days you choose.
Automatic
Reminders go out on their own as long as the invoice is unpaid.
05
API
Growth
–
Access keys
Up to 10 keys, revocable at any time.
Permissions
By domain: bank accounts, brands, documents, journals, contacts.
Sandbox
A test environment to develop without risk.
Learn more
06
Client email campaigns
Growth
–
Recipients
Chosen from your client directory.
Multilingual
One text per language, each client receives theirs.
Scheduling
Sent immediately or on the chosen date, editable until it goes out.
Brand
In the colours of the brand of your choice.
For your accountant
04
Automated, without losing sight of anything.
Your accounting firm
Generated invoices reach them like any other
Subscriptions and invoiced services follow your rules for sending to your accountant, with their PDF.
On your phone
Real-time notifications
Invoice paid, new invoice received: the Fidly mobile app lets you know wherever you are.
FAQ
05
Questions about the advanced features.
Which plans include these features?
Subscriptions, the PSD2 bank connection and automatic reminders are included from the Smart plan. Services, API and email campaigns are part of the Growth plan.
Do subscription invoices go out on their own?
Yes. On each due date, Fidly generates the invoice and can send it automatically by email or via Peppol.
Can I connect several bank accounts?
Yes. One PSD2 account is included in the Smart and Growth plans, and each additional account costs €5 excl. VAT per month.
How do reminders work?
You choose after how many days up to three reminders go out. They stop as soon as the invoice is paid.
What is the API for?
To connect Fidly to your other tools: online shop, CRM or business software. You create keys with limited permissions and test first in the sandbox.
Which plans include these features?
Subscriptions, the PSD2 bank connection and automatic reminders are included from the Smart plan. Services, API and email campaigns are part of the Growth plan.
Do subscription invoices go out on their own?
Yes. On each due date, Fidly generates the invoice and can send it automatically by email or via Peppol.
Can I connect several bank accounts?
Yes. One PSD2 account is included in the Smart and Growth plans, and each additional account costs €5 excl. VAT per month.
How do reminders work?
You choose after how many days up to three reminders go out. They stop as soon as the invoice is paid.
What is the API for?
To connect Fidly to your other tools: online shop, CRM or business software. You create keys with limited permissions and test first in the sandbox.
Which plans include these features?
Subscriptions, the PSD2 bank connection and automatic reminders are included from the Smart plan. Services, API and email campaigns are part of the Growth plan.
Do subscription invoices go out on their own?
Yes. On each due date, Fidly generates the invoice and can send it automatically by email or via Peppol.
Can I connect several bank accounts?
Yes. One PSD2 account is included in the Smart and Growth plans, and each additional account costs €5 excl. VAT per month.
How do reminders work?
You choose after how many days up to three reminders go out. They stop as soon as the invoice is paid.
What is the API for?
To connect Fidly to your other tools: online shop, CRM or business software. You create keys with limited permissions and test first in the sandbox.
Hi, I'm Chloé,
A question about Fidly, its features or getting set up? I'm here to advise and support you.
Talk to usA question about Fidly, its features or getting set up? I'm here to advise and support you.