Sending Payments (AP)

Vendor Management

• Can I use Forwardly to pay individuals or contractors?
• Does my vendor need to create a Forwardly account to accept a payment?
• Can I invite my vendor to manage their own payment details?
• Can I add my vendor’s banking information on their behalf?
• How do I add a vendor or payee?
• What happens if my vendor doesn’t accept my payment?

Creating and Paying Bills

• How do I send a bill payment?
• Can I create a bill on Forwardly?
• How do I apply Vendor Credits to a bill?
• How do I use Purchase Orders in Forwardly?

Creating and Scheduling Payments

• How do I send payment after receiving a payment request?
• Are there any limits on sending a payment?
• Can I schedule or reschedule a payment on Forwardly for a future date?
• Can I send a partial payment on Forwardly?
• What name shows up on a bank statement when I make a payment with Forwardly?

Automating Sending Payments

• How do I authorize Auto Payments for my vendors or suppliers?
• Can I cancel or stop Auto Payments to a vendor or supplier?
• How does bill payment review work for Auto Payments?
• Do approval policies apply to Auto Payments?

Bill Approval Workflows

• How do I create payment approval policies or payment thresholds?

Payment Timing

• When will my payment arrive?
• What is the payout processing cut-off time?