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 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: Instant payments can only be sent and received by US entities using a bank that supports real-time payments. Unsupported banks will receive the payment using a different arrival timeline. In some cases, transactions can also 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. |
What happens if my customer declines to pay?
When a payer declines to pay, they are prompted to give a reason for declining the payment. We share the reason with the user who originally requested the payment.
At any point, a payee can request payment again.
Can I add a "Get Paid" link to my invoices that directs clients to pay via Forwardly?
This feature isn't available yet but is on our product roadmap. Follow us on social media for updates.