Step-by-Step Guide to Getting Started
1.Create Your Quickly Account
Start by signing up and creating your Quickly account.
How to Create a Quickly Account
2. Complete your KYC (Know your Company)
Provide your company details, business address, and owner profiles.
3. Provide Banking Information
Add your banking details to enable payment transfers.
4. Sign the Early Payment Agreement
This step activates the Early Payment Program for your account.
5. Connect your ERP System
Seamlessly integrate Quickly with your ERP to streamline workflows.
How to Connect ERP
6. Set Up Transaction Settings
Configure how payments, discounts, and fees are recorded in your accounting system.
7. Invite Your Team Members
Add teammates and assign roles to manage payments efficiently.
8. Assign User Roles
Control access and permissions for team members.
9. Create Approval Workflows
Customize workflows to streamline early payment approvals.
10. Upload Financial Documents
Upload your company’s financial documents to verify your account.
11. Set Up Paycycles
Schedule payments on specific dates for better cash flow control.
Learn About Early Payments
Understanding Early Payment Fees
Learn how Quickly’s dynamic fee structure works and how fees are calculated.
How to Approve an Early Payment
Step-by-step guide on reviewing and approving early payment requests.
What’s Next?
Once you’ve completed these steps, your account will be fully set up, and you can start taking advantage of Quickly’s Early Payment Program. If you have questions, check out our Help Center or contact our Support Team for assistance.