In Forwardly, information about outstanding invoices and bills comes directly from the linked accounting software and is provided so you can easily receive and send payments. Once you've been verified by Forwardly, you can send or receive money instantly.
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Reminder: If you typically send invoices or payment requests to multiple email addresses for one customer, make sure to add them as additional business emails under the Customer business profile. |
- On the left-hand navigation bar, click on Get Paid and then Invoice Payments.
- If you have accounting software connected, then it will show all invoices from your accounting software. If not, you will need to create an invoice.
- Mouse over the invoice you want to request from a client and click View.
- If this is your first time requesting payment from this client on Forwardly, you can either search for the client's business on the Forwardly Business Network or enter the client's details manually.
- If entering details manually, first confirm the payer's email.
- Add a message to your customer (optional).
- Click Send Request.
- Once the payment is requested, you'll be taken to the invoice tracking screen. The Activity Logs will show the date and time the payment was originally requested, as well as the dates and times of any automatic or manual email payment reminders.
- Once your client pays the invoice, any email addresses attached to your business will be notified.
| Tip: Connected to your accounting software but can't find an invoice on your dashboard? Make sure you've properly synced your accounting data with Forwardly and then refresh the page. |
| Warning: If your vendor wants to receive email communication to multiple emails, make sure to add the additional emails to your vendor in Forwardly. |
How do I cancel a payment request?
If you need to cancel a payment request for any reason, we make it easy to do so.
- On the left-hand navigation bar, click on Get Paid and then Invoice Payments.
- Mouse over the requested payment and click View.
- Click Cancel Request.
- Add Internal Remarks, which won't be shared with your client but will be visible in the Activity Logs to users with View or Manage permissions for Payments Received from your business.
- Click Cancel.
Once you've canceled a payment, you can request the payment again if needed.
What if I need to update the amount on the payment request?
If you need to make changes to a payment request after sending it, you will need to cancel the payment request, update the invoice, re-sync (if using external accounting software for the invoice), and then resend the new payment request with the different amount.
| Warning: If you update your invoice without canceling the payment request and re-sending the request with the new amount, then the payment request won't be updated, and your client will pay the original invoice total. |
What happens if the other party doesn't have a Forwardly account?
If your client or the other business hasn't used Forwardly before, then they will have to link a bank account where they would like to receive payments. When you make the request, they will receive an email prompting them to do so. Once their bank account is verified, they can confirm the payment, and the payment will be transferred to your account.
| Reminder: In the rare event that a payment triggers additional compliance checks, your client may be required to add additional business information in order to send the payment. These compliance checks are rare, and completed as fast as possible to ensure minimal processing delays. If you have any questions about compliance checks, please submit a ticket. |