Shake things up this autumn with smarter bill payment solutions ??

Shake things up this autumn with smarter bill payment solutions ??

How did the tree get a new job?

She had the right qua-leaf-ications.????

As the leaves change this season, it’s a great reminder to shake things up in your business, especially when getting paid instantly. If you’re tired of proposal software payments that may take 6-7 days to deliver funds, Forwardly is here to help you speed things up with 3 simple steps:

Disable payment collection in proposal software

Start by turning off online payment collection for invoices in your proposal software. Forwardly will automatically import your invoices from your accounting software as soon as they are generated by your proposal software, seamlessly integrated with your ledger.

Request auto payments in Forwardly Log in to Forwardly and send your clients an Auto Payment request. You can send requests in bulk to save time, and giving authorization is simple & quick for your clients. Ask us about our mass onboarding service! Forwardly can migrate hundreds of clients for you seamlessly, without any effort on your end—and at no cost.

Instant payment collection eliminates accounts receivable Once your client has authorized the auto-collection of payments and a new invoice is created, all future payments will be automatically processed much faster than your existing solutions. Most proposal software takes 6-7 days to deliver funds, while Forwardly enables instant transfers and reconciles them with your ledger.

Need help getting instant payments from clients? Set up a time to talk about onboarding.?

Love using your credit card??

We break down how credit card interest impacts your business and share tips to avoid extra costs.

Don’t miss out! Read the full article

Coming up in October
This month with Forwardly

Horror Stories from the General Ledger

October 18th | 1 pm PT / 4 pm ET

From missing entries to glaring miscalculations, hear firsthand tales and share your own experiences while learning strategies to avoid these bookkeeping nightmares.

Hear from hosts Richard Roppa-Roberts and Matthew Fulton , and special guests Dave Kersting, MBA-HCM/HRM and Tanya Hilts, CPB, FCPB, AIA, L5CA .?

Register here →

To see more upcoming events, check out our?blog.

Cybersecurity for Accounting Firms

Did you miss our previous Blueprints for Business session? No worries! Catch up on expert insights from our Cybersecurity Special featuring Donny Shimamoto, CPA, CITP, CGMA and Alisa Nishimoto, PMP, DASM from IntrapriseTechKnowlogies LLC . ??

Hosted by accounting leaders Matthew Fulton and Richard Roppa-Roberts , it's a must-watch for all accounting professionals and entrepreneurs!

Watch now →

Intuit Connect 2024

October 28th-30th?

Come meet the Forwardly team in person! Our team members Jane Ingram and Aaron Mah will be there to chat, answer any questions, and hear product feedback.?

Book your ride to Intuit Connect 2024 →

Check out the event primer.

Did your bill payment provider suddenly introduce monthly fees?
Did your bill payment provider suddenly introduce monthly fees?

We get it—nothing disrupts your business flow more than surprise costs, especially when it comes to something as crucial as bill payments. The good news? You don’t have to stick with services that charge hidden fees or limit your options.

Here’s why businesses are making the switch to Forwardly:

  • No subscription fees
  • Unlimited users and monthly transactions
  • Secure approval workflows
  • Free same-day ACH transfers

Get started for free here →

Find this month's "Rapid Rundown" helpful?

Don’t keep it to yourself. Share it with your network!

See you next time,

Team Forwardly

Tanya Hilts, CPB, FCPB, AIA, L5CA

Award-Winning Cloud Accounting Innovator & Industry Influencer, Disrupting the Accounting space. Empowering Accounting Pros and Business Owners. Founder of Cloud Business Services & Bookkeepers Bootcamp

1 个月

Looking forward to Blueprints for Business this weel!!!

要查看或添加评论,请登录

社区洞察

其他会员也浏览了