Did you receive a payment request from a business using Forwardly to receive payments? Paying them is simple and easy, whether or not you have a Forwardly account.
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 slower payment. Once you create an account and verify your business, you'll be able to access faster payment optios. |
- 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.