For the majority of cases, your client does not need to create a Forwardly account to send a payment.
Clients can typically send bank payments and pay by card without signing up for anything related to Forwardly. Once you send a payment request, they’ll get an email with the details and a secure link to enter their banking or card information if they haven’t already. That’s it.
If your client does choose to create a free Forwardly account, they’ll be able to:
- Track payments in real time
- Update their business's banking details
- Access a full payment history
But it’s totally optional. Forwardly is built to make payments easy for both sides.
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Warning: In the event that a payment triggers additional compliance checks, your client may be required to add additional business information in order to send the payment. These compliance checks are rare, and completed as fast as possible to ensure minimal processing delays. If you have any questions about compliance checks, please submit a ticket. |