Efficient payment handling is crucial when working with vendors, suppliers, or clients. Remoly Invoicing simplifies the process, offering secure and flexible options. This guide provides straightforward instructions to ensure hassle-free transactions.
How to Send Payments
1. Access the Payments Section
Log in to your Remoly Invoicing account and head to the Payments tab.
2. Pick the Recipient
Saved Contacts: Select a recipient from your existing list.
New Contacts: Add fresh details, such as bank account information or Remoly Invoicing ID.
3. Select the Payment Option
Bank Transfer: Deposit money straight into a recipient’s bank account.
Card Payment: Pay directly to a debit or credit card if needed.
Remoly Invoicing Wallet: Move funds to another Remoly Invoicing user’s account instantly.
4. Review and Confirm Details
Amount and Currency: Input the sum and choose the currency.
Applicable Fees: Be aware of any processing charges or exchange fees.
Finalize Transaction: Double-check all fields before approval.
5. Follow Up on Payment Status
Check your payment’s progress in the Transactions or Payment History section:
Pending: The transfer is under review.
Completed: The payment has been successfully processed.
Failed: An error prevented the payment from completing.
Suggestions for Smoother Transactions
Reduce Fees: Send payments in the recipient’s preferred currency to avoid unnecessary conversion charges.
Speed Up Recurring Transfers: Save templates for frequent transactions to simplify future payments.
With Remoly Invoicing, sending payments is quick, straightforward, and reliable, helping you maintain smooth financial interactions with your business partners.