Do you have a due bill? Sending a business payment with Forwardly is simple.
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Reminder: If it's your first time using Forwardly or you're paying a new vendor, your first few payments may go through as a Standard payment. |
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Warning: For a small fraction of new accounts that provide limited business information, they may be unqualified to send/receive payments from unverified businesses at first. Depending on business activity, that restriction can change. Please submit a ticket if you have any questions. |
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How to initiate and send a bill payment without a payment request
Forwardly lets you initiate and pay your outstanding bills in just a few steps as long as you're connected to your business's accounting software. Forwardly pulls bills directly from your books and allows them to easily pay them on our dashboard. Here's how.
- Ensure your accounting software is connected and recently synced to Forwardly.
- On the sidebar, find the Payments section and select Bills.
- Click on the Outstanding Bills tab to see your due bills.
- Click on the Pay Now button beside the bill you want to pay.
- Confirm the payee's email, the payment amount, and which account you're paying with. Choose if you'd like to pay now or schedule the payment.
- Click Next.
- Add a memo of up to 300 characters (not words!) and check the number of approvals that are needed for the payment.
- If no approvals are required, then click Pay Now.
- If you have Payment Manager access and approval is required, click on Submit for Approval button, and any/all approvers will receive in-app notifications.
- If you have Admin or Advisor access, then you can check the Bypass Approval box and press Pay Now.
- The payment will be processed immediately. You'll be taken to the tracking screen.
- As per any threshold limits the business has set up, all Approvers will be notified to review and approve the payment when the Bill Payment Request is received.
- Once the approvals are received, the last approver can initiate the payment, triggering a notification to all admins and advisors.
- Admins, advisors, and approvers are also notified if the payment fails.
| Reminder: If a user is not set as an approver for any threshold limit, they can’t make the payment unless they have Admin or Advisor permissions. If a user has Reviewer permissions, then they can't submit a bill for approval or send any payments. |
Can I pay with a credit card?
If your payee has been approved for card payments, then there will be an option to pay your bill by credit card.
Can I pay with a check using Forwardly?
Forwardly is a digital-payment-only platform and doesn't offer the ability to pay via paper checks.
Can I change the recipient once I send a payment?
If you need to make any changes to a payment once you've sent it, please Submit a Ticket. Be sure to include the transaction ID, the original email address to which you sent the payment, and the new email address you want to associate with the payment.