Receiving Payments (AR)

Customer Management

• What happens if my client declines to pay?
• 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?
• 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?
• 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?

Automating Received Payments

• How can I request Auto Payments from my clients?
• Can I switch clients already pre-authorized to pay me somewhere else to Forwardly?
• How can I disable Auto Payments once it's been authorized by my client?
• Why was my invoice scheduled for Auto Payment at a later date?

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?