| Reminder: Requesting Auto Payments is currently only available for 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. |
Can I request Auto Payments in bulk from my clients?
Absolutely. You can select multiple clients at once and request Auto Payment authorization from all of them with only one click.
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.
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Reminder: Not every business is eligible for mass onboarding. We may require a payment history on Forwardly to mass-onboard your client list. |
For mass-onboarded clients, payments are not processed instantly unless the client creates their own account. Once they do, their payments may be processed immediately. Once you have mass-onboarded your client list, any future new clients will need to use our authorization form (pdf warning).
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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.