Do you have a due invoice? Sending a business payment with Forwardly is simple and free.
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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. |
How to send a payment if it's your first time using Forwardly and you received a payment request
| Tip: Your first few payments in Forwardly will go through as a Standard payment. Once you create an account and verify your business, you'll be able to access Instant payments. |
- Click the link in the payment request email.
- Add your banking details through one of two options:
- Connect instantly (through Plaid)
- Manual payment
- If you choose the Connect Instantly option, then sign in to Plaid, confirm your bank account details, and click on Pay Now.
- If you choose the Manual Payment option, then add your banking details and click on Pay Now.
- Add your first name, last name, and mobile number in the provided fields.
- Verify your mobile phone number with a One-Time Password (OTP).
- (Optional) Create an account to track the payment and send/receive other payments for your business.
| Tip: Want to track your payment? You are just a few steps away. Click on Create Forwardly Account, add your business details, and you're set to view your business payments dashboard. |
How to send a payment if you already have a Forwardly account and received a payment request
- Log in to Forwardly.
- Navigate to the Payments menu item on the left navigation bar and select Bills.
- Find the payment in your Payment Requests list.
- Alternatively, check your in-app notifications for any payment requests; all approvers will be notified.
- Click 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.
- Click Track your Payment.
- Confirm the Payment Details.
- You will now be able to see the payment status under the Payments Made tab.
- Once your payment is delivered, easily sync your bill payment with your accounting software by clicking Link Bill under Sync Status.
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.