| Reminder: The Auto Payments feature is currently only available to US businesses that have their personal and business information and documents verified. |
Forwardly makes it simple to automate the collection of payments from your clients in just a few easy steps.
- Open up your business in Forwardly.
- On the sidebar, click on Auto Payments.
- Select the customer you would like to request automatic payments from.
- Check their business email and phone number.
- Click Send Request.
- Once your client authorizes the payment, we will send an email notification.
Once authorized, all payments for this client will be automatically collected from the Payer on the upcoming due date. If you have recurring services, this process will repeat every week or month.
If the due date falls on a weekend or holiday, the Payer’s bank account will be debited on the following business day. If the invoice creation and due date are on the same day, our system will process the invoice on the due date.
| Warning: For the first few payments between a payer and a payee, there may be a 3-5 business day processing delay depending on the bank accounts used. |
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Tip: Forwardly will send your client an email reminder one business day before the automatic collection of any payment. This helps your client ensure there are funds available for the transaction. |
I have a lot of clients and they're all pre-authorized to pay me. How can I switch them to Forwardly efficiently?
If you have multiple clients with pre-authorized debit information, we offer a white-glove mass onboarding service to help you move those payments to Forwardly. If you're interested in learning more, please submit a ticket and we'll find a time to talk more about it. Whether you have 5 clients or 500, we're here to make their experience smooth.
For mass-onboarded clients, we do not process the payments instantly. If your client decides to create an account and verify their business, the payment may move instantly in the future.
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Tip: When we mass-onboard your client list, Forwardly sends a one-time notice to let them know that you'll be using them to process payments in the future. |
Why does the Auto Payments feature not appear on my invoice?
Authorization for Auto Payment must be requested separately from an invoice using the steps above. Once Auto Payment has been authorized by the customer or “Payer”, owed payments will be automatically collected. The Payer can revoke, and the Payee can cancel Auto Payments anytime.