Receiving Payments (AR)

Customer Management

• Can I receive payments from different customers into different bank accounts?
• How do I add a customer or payer?
• What happens if my client doesn't pay immediately?
• Does my client need to create a Forwardly account to send a payment?
• Do I have to remind my client to pay their bill?
• How do I introduce my clients to Forwardly?

Creating and Updating Invoices

• Can I create an invoice on Forwardly?
• How do I create a recurring invoice for a customer?
• Can I customize the invoices I send?
• What if I need to make a change to an invoice after requesting a payment?
• Can I mark an invoice as paid in Forwardly?

Sending Payment Requests

• How do I request a payment from my client or another business?
• How do I turn off invoice payment reminders?
• I use an online proposal app to onboard my clients. Can I still receive faster payments through Forwardly?

Accepting Card Payments

• How do I allow my clients to pay by card?
• Why was I refused for accepting card payments?
• How are card payment processing fees recorded in my books?

Automating Received Payments

• How can I request Auto Payments from my clients?
• Can I request my customer update their payment method for an Auto Payment agreement?
• How do I change the speed of Auto Payments from a client?
• Can my client change their payment method once they've approved Auto Payments?
• Can I switch clients already pre-authorized to pay me somewhere else to Forwardly?
• Why don't Auto Payments get scheduled when clients are duplicated in my accounting software?

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Express Client Migration

• How should I prepare my client information for express migration?
• How do I migrate clients paying by bank using the Express Migration Platform?