## Collect recurring invoice payments from your customers Forwardly makes it easy for small and mid-sized businesses to accept payments online. With built-in AR automation, you get faster payments, automatic reconciliation, and the freedom to keep your current bank. Forwardly improves cash flow, reduces errors, and saves finance teams 15+ hours every week. ## How Forwardly automates accounts receivable ### STEP 1 ### Create or sync invoices Create invoices or connect to leading accounting software to pull them with AR automation. ### STEP 2 ### Request a payment Send request for one-time payment or authorization to auto-collect on time, every time. ### STEP 3 ### Get paid in seconds Automatically accept payments in real-time; even on weekends, straight into your bank account. ### STEP 4 ### Automated reconciliation Invoices are marked paid automatically with touchless reconciliation that keeps your books accurate and up to date. ## Get paid instantly 5 days faster ### Cash flow on autopilot Get paid online or via email or text in seconds. Automate collections, reduce risk, and see how automated payments can strengthen your cash flow while saving 70+ hours every month. ### Real-time tracking & financial clarity See exactly when a customer views an invoice and when the money hits your account. No hidden costs. No surprise fees. No monthly subscription fee. Only per transaction pricing that scales with your business. ### Modernize AR with your existing bank No need to switch banks to modernize your accounts receivable. Keep your money where it is and still enjoy card or instant bank payments that are automatically matched and categorized to reduce manual bookkeeping. Spend less time chasing payments and more time growing business to turn your billing process into a competitive advantage. ### More benefits. Less hassle. - Create recurring payments - Automate payment collection - Multiple payment options - Manage multiple businesses in one dashboard - Securely store customers’ info and payment methods - Forwardly Business Network eliminates manual data entry for all leading accounting software ## Proof that better payments are possible! > Prompt with all support concerns, and the service has been good. The fees are more than acceptable compared to other services. Initial setup seems to take a bit of time, but it was all in the name of security, so it’s not really a con. The auto payment feature was the selling point. > **CW** > **Chris W** > Owner, Transportation Trucking Company > I've worked in accounting for over 20 years and Forwardly's new instant payment tool is a game changer. Any time you can assist your clients on improving their cash flow is a feather in your cap and a boon for the client. I am so pleased to share Forwardly's platform with my clients since they are benefiting from a significant reduction in fees and receiving payments right away. The team at Forwardly has been of great help onboarding clients! > **Christanne Wright** > Founder, Your Wright Resources > I have recently started using Forwardly, I am finding it easy to use. The customer service is great! Aaron has helped me so much. Excellent customer service, and the pricing is fair. Currently, I will be using Forwardly to collect client payments. In the future, I plan on using other areas. My reasons for switching to Forwardly were the cost of processing payments, and I like the setup with Forwardly better. As my business grows, I can do a lot in Forwardly. > **TC** > **Tomeka Capps** > Owner and Bookkeeper, Accounting Firm ## Frequently asked questions ### What is accounts receivable automation? Accounts receivable (AR) automation is the use of software to streamline how businesses send invoices, collect payments, and track incoming cash. Instead of manually creating invoices, chasing payments, and reconciling transactions, AR automation handles these steps digitally in one place. ### Do I need to set up a wallet or a new bank account to receive payments? Absolutely not. No new wallets. No new bank accounts. Forwardly is here to make your life easier, not complicate it. We're bank agnostic, which means you can receive payments directly to your preferred bank account without jumping through hoops. ### Will I have to store my client's payment information? No, you won’t. With Forwardly, there's no need for you to store sensitive payment information. We securely handle and store all your clients' payment details, ensuring transactions are not just seamless but also secure. ### Is there a way to automate invoice reminders through Forwardly? Absolutely! Forwardly isn't just about payments; it's about making the entire invoicing and receivables process as easy as pie. Our platform will send payment reminders to your clients automatically, ensuring that your invoices get the attention they deserve. This feature helps you reduce overdue invoices, maintaining a healthy cash flow for your business without the need for manual follow-ups. ### Can I set up recurring or automatic payments for customers? Yes. With Forwardly’s AR automation, you can set up automatic payment requests that are processed on the invoice due date. Customers can authorize payments once, and funds are collected automatically on schedule. Automated payments can be temporarily paused without losing the authorization or cancelled anytime, giving you and your customers full flexibility. ### How much does Forwardly cost for accounts receivable automation? No monthly fees. No seat fees. You only pay per transaction, and you can decide whether your business or the customer covers the payment speed fees. Simple, flexible, and completely transparent. ### Is there a free trial for new users? Yes. All new users receive a 30-day free trial that includes zero processing fees on bank transfer payments. You can use Forwardly to send and receive payments with full access during this period. Once the trial ends, standard per-transaction processing fees apply. ## Start simplifying payments today. [Get started](https://app.forwardly.com/signup)