Transfer & Conversion
How to send, receive, and convert payments.
By Elvia1 author38 articles
Cross-Border Payments
Guides for transfers and international payments.
- Guide to Global Transactions
- How to Transfer Funds with Remoly Invoicing
- How to Send Payments with Remoly Invoicing
- Optimizing Cross-Border Payments
- How to Check Your Transaction Limits
- Fixing Failed or Delayed Transfers
- Secure Transfers & Conversions
- Currency Support and Availability
- Transfer Email Alerts
- Canada Bank Transfer Guide
- Hong Kong Bank Transfer Reference
- Routing Numbers and Bank Codes
- Managing Recipient Accounts
- Issuing Refunds with Global Account
Invoice Management
Creating, sending, and editing invoices.
- Can I Edit an Invoice After Sending It?
- Can I Send the Invoice from My Personal Email?
- How to Create and Send Invoices with Remoly Invoicing
- What is a Credit Note?
- What Should Be Included in an Invoice Description?
- Can I Remove Names from Invoices?
- How to Add Your Logo to Invoices?
- How Long Does It Take to Review an Invoice?
Project & Invoice Workflow
From project drafts to final invoices.
- How to Start a Project?
- How to Make a Project Draft?
- How to Send a Project for Approval?
- How to Issue and Send an Invoice?
- Time & Material vs Fixed Price
- Using Agreements with Your Customer
- Can One Project Have More Than One Invoice?
- Can I Edit an Invoice After Project Approval?
- Can I Invoice Without Customer Approval First?
- What If My Project Isn’t Approved?
Project Rules & Restrictions
Learn what can and can’t be changed in projects.
Customer Management
Adding and managing customer details.