Sending payments to clients, vendors, or contractors is simple and secure with Remoly Invoicing. This guide will walk you through initiating payments, choosing payment methods, and tracking your transactions.
Initiating Payments to Clients and Vendors
Follow these steps to send payments to external parties:
Log In: Access your Remoly Invoicing account via the app or website.
Go to Payments: Navigate to the “Payments” tab and click "Send Payment."
Select Recipient: Choose the client or vendor from the drop-down menu or enter their email or account details.
Enter Payment Details: Specify the amount, currency, and any notes or additional details.
Choose Payment Method: Select from bank transfer or card payment.
Review and Confirm: Double-check all details and click "Confirm" to send the payment.
Confirmation Email: Once the payment is successfully initiated, you’ll receive an email notification.
Payment Methods
Remoly Invoicing offers two main payment methods to suit your needs:
1. Bank Transfers
Bank transfers are secure and ideal for larger or international transactions.
Provide the recipient’s bank account details, such as account and routing numbers.
Remoly Invoicing encrypts your information to ensure a safe transaction.
Transfers may take longer to process but are reliable for high-value payments.
2. Card Payments
Card payments are fast and convenient for smaller amounts.
Enter the recipient’s card details, including card number, expiration date, and security code.
Remoly Invoicing collaborates with trusted payment processors to ensure security.
Save your card information for quicker future payments, if desired.
Choosing the Right Payment Method
Use bank transfers for large amounts or international payments.
Opt for card payments for smaller transactions or when speed and convenience are priorities.
Tracking Sent Payments
After sending a payment, you can track its progress in your Remoly Invoicing dashboard as follows:
Access Payment History: Go to the “Payments” tab and find the “Sent” section.
View Payment Details: Click on the relevant payment to see its status, transaction ID, amount, and recipient details.
Check Status:
Pending: The payment is being processed.
Completed: The payment has been delivered.
Failed: There was an issue with the payment (e.g., incorrect details).
Download Receipts: Save a copy of the payment receipt for your records.
Cancel Payments: If the payment is still pending, cancel it by clicking the "Cancel" button.