Quickly

Welcome to the Buyer Academy! This guide is designed to help you set up your Quickly account and participate in our Early Payment Program. Follow the steps below to set…

Buyer: Get Started with Quickly’s Early Payment Program

Learn how to create a Quickly account to access your dashboard, create invoices, request payments, and manage early payment requests.

Creating a Quickly account

Learn how to use Quickly’s entity dropdown to manage bills and invoices for multiple divisions or properties connected to your account.

Managing Entities in Quickly

This article provides a guide to finding and managing your bills in the Bills section of Quickly.

Navigating the Bills Section

Approve early payment requests in Quickly by navigating to the Bills page, reviewing invoice details, and selecting the appropriate payment option.

Approving Early Payments

This article shows you how to invite teammates to your Quickly account so they can access and manage payments.

Invite Team Members

This article guides you through setting up or editing approval workflows for early payment requests in Quickly.

Set up Approval Workflows

This section allows you to manage your business relationships by adding, editing, and viewing your vendors, customers, or other contacts.

Navigating the Contacts Section

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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