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 →
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 .?
To see more upcoming events, check out our?blog.
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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!
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.?
Check out the event primer.
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:
Get started for free here →
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See you next time,
Team Forwardly
Great job Donny Shimamoto, CPA, CITP, CGMA & Alisa Nishimoto, PMP, DASM!
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!!!