Managing cash flow can be challenging, especially when you're waiting on long payment terms for your invoices. At Quickly, we’ve designed an Early Payment Program (EPP) to give you more control over when you get paid—without changing your customer’s payment terms.
This step-by-step guide will walk you through how to get started with Quickly’s Early Payment Program and how you can start improving your cash flow today.
1. Sign Up and Follow the Onboarding Instructions
The first step is to sign up for Quickly and complete the onboarding process. This process is quick and straightforward, and it ensures your account is fully set up for early payments.
Here’s what you’ll need to do:
Profile: Set up your basic profile information to get started.
Company: Input your company details so we know who we’re working with.
Team: If you have other team members, invite them to collaborate on the platform.
Banking: This is a critical step. You’ll need to provide your banking information so that we can transfer early payments directly to your account. Our platform ensures that your banking details are securely stored and used solely to send you payments as soon as they’re requested.
Why is this important? Without your banking details, we won’t be able to pay you. Setting this up allows us to automate payments and get money into your hands faster—giving you the cash flow you need to keep your operations running smoothly.
Documentation: Upload any required documents (like tax information or business licenses) to ensure compliance and smooth transactions.
Once your onboarding process is complete, you’ll be ready to start requesting early payments.
2. Go to the Invoice Section and Review What's Eligible for Early Payment
After setting up your account, head to the Invoices section of the Quickly platform. Here, you’ll be able to see a list of all your invoices, including those that are eligible for early payment.
How to Review Invoices:
Step 1: Navigate to the Invoices tab.
Step 2: Review the list of approved invoices. Eligible invoices will be clearly marked, showing you which ones qualify for early payment.
Step 3: Select the invoices that you want to move forward with for early payment.
This section gives you a full view of your outstanding invoices, making it easy to decide which payments to accelerate based on your cash flow needs.
3. Request Early Payment
Now that you’ve reviewed your eligible invoices, it’s time to request early payment. Quickly’s platform allows you to receive up to 90% of your approved invoice value upfront, while the remaining balance will be paid once your customer settles the invoice.
How to Request Payment:
Step 1: Select the invoice you want to accelerate.
Step 2: Review the fee details, which are based on the number of days remaining until the invoice due date. The closer to the due date, the lower the fee!
Step 3: Confirm your request, and funds will be transferred to your account within hours.
Our dynamic fee structure ensures that you only pay for the exact number of days you need early payment, making it a cost-effective solution for improving cash flow.
4. Monitor Payment Status and Cash Flow
Once you’ve requested early payment, Quickly provides real-time tracking so you can monitor the status of your payment request and keep a close eye on your cash flow.
How to Monitor Payments:
Step 1: Visit the Payments Dashboard to see real-time updates on your payment requests.
Step 2: Track upcoming payments, see when funds will be transferred, and adjust future requests based on your ongoing cash flow needs.
Quickly’s transparent dashboard allows you to stay informed and manage your financial operations smoothly.
5. Customize Your Payment Preferences
Quickly is designed to offer maximum flexibility to fit your specific business needs. You can choose which invoices to request early payment on, based on your cash flow requirements at any given time.
For Suppliers:
Request early payments for specific invoices whenever you need to boost your cash flow.
Select which invoices to accelerate and choose the timing that works best for your business.
This flexibility allows you to optimize your cash flow without locking you into rigid payment terms.
Why Choose Quickly’s Early Payment Program?
Quickly’s Early Payment Program (EPP) empowers suppliers with the financial flexibility and control they need to run their business efficiently. Here are some of the key benefits of using Quickly:
1. Dynamic Fees
With our dynamic fee structure, you only pay for the exact number of days you need early payment. The closer your request is to the invoice due date, the lower the fee—helping you keep more money in your business.
2. Seamless Integration
Quickly integrates effortlessly with popular accounting software like QuickBooks and Sage300, making the onboarding process fast and easy. Your invoices will sync automatically, so you can focus on growing your business instead of managing payments.
3. Financial Transparency
Quickly gives you full visibility into your invoices and payments. Our platform ensures that you know exactly when payments are processed, how much you’ll receive, and what fees apply—giving you full control over your financial decisions.
4. Strengthened Cash Flow
With Quickly, you can accelerate your payments whenever needed, giving you the liquidity required to cover expenses, invest in growth, or manage operational costs. Our platform ensures that your cash flow stays healthy, even when your customers take time to pay.
