When you set up Auto Payments for a client, every single due invoice that you create for that client on Forwardly or your connected accounting system will be automatically processed.
If you have an invoice that your client would prefer to pay manually, then you can still send them a one-time payment request, but it will take a few steps.
- On the left-hand navigation bar, click on Get Paid and then Customers.
- Find the customer you want to pause Auto Payments for.
- Click on the Auto Payments tab.
- Temporarily disable Auto Payments by selecting click here.
- Create the Invoice in Forwardly. Optionally, you can also create the invoice in your connected accounting software and then manually sync your accounting data.
- Request payment for the Invoice.
- Return to the Customer Details page for your Customer.
- Reactivate Auto Payments.
Following these steps will send your client multiple email notifications, but will also leave the requested payment as needing action from your client, enabling them to go through our typical payment experience (desktop example) in order to send you the payment.