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.
- Go to the Payments area.
- In the Invoices list, check outstanding invoices and find the payment you would like to request.
- Click on Request.
- Confirm your client's details.
| Tip: Can't find an invoice on your dashboard? Make sure you've properly synced your accounting data with Forwardly and then refresh the page. |
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What if I need to update the amount on the payment request?
If you need to make changes to the 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.
| Reminder: 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 account is verified, they can confirm the payment and the payment will be transferred to your account.
| Reminder: In rare cases, transactions can be flagged by our fraud detection system as unusual, and we may need to collect additional information from you or your client for further review. |