Forwardly makes it simple to automate the collection of payments from your clients in just a few easy steps.
- Open up your verified 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.
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. |
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 to allow time to notify the Payer that a payment is upcoming.
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. |
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.
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 faster.
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. |
How can I tell if a client has authorized Auto Payments?
Once Auto Payment has been authorized by the customer or “Payer,” the authorization will be visible on the Auto Payments dashboard, and any future owed invoices will be automatically collected. The Payer can revoke, and the Payee can cancel Auto Payments anytime.