The video below explains, step by step how you can configure Accounts Receivable product in Fyorin. The video explains it on the example of QuickBooks but the configuration will work exactly the same on any ERP. https://app.arcade.software/share/mSPajdw5gp4Ze96etFgD

You can do this by creating a sub-account for each client. These will all have their own unique account details.

If you are onboarded with Moorwand, although your IBAN starts with GB, the account does not accept payments sent to you via SWIFT. Funds must be sent though SEPA to reach your account.To enable SWIFT payments, you will need to contact our compliance team to be onboarded with another institution (such as CurrencyCloud or Transfermate).

We can enable you to collect money in 28 currencies today, and we are constantly adding. If you don’t have the currency active today, you can do so at a click of a button.

If the payment is not automatically matched, Fyorin will provide possible matches. You can click on the payment request, select from the possible matches, and choose the correct one to complete the payment request.

Once the customer pays the invoice, Fyorin will try to match the payment with the invoice based on the reference, sender’s name, and the amount. If we find an exact match, we will automatically match it. If not, we will provide possible matches.

Once the payment request is sent, the customer will receive an email with a button labeled 'View Payments.' This will take them to the Payee Dashboard, where they can view all their invoices and proceed to pay. To pay, they will need to connect to their bank.

Recurring payments can be set up directly from the Payment Request screen. Go to Request Pay and click on 'Request.' At the bottom, you will see a toggle labeled 'Set up Recurring Config.' If turned on, you can set up details like frequency, start date, and end date.

You can add a new customer either directly from the Request Payment screen or by clicking on the Customers button.

The video below explains how you can automate Accounts Receivable with Zoho Books and Fyorin. Note: Before you can can automate receivables, you need to configure the receivables product. You can learn how to do it [here](https://fyorin.ladesk.com/155628-How-to-configure-Accounts-Receivable). https://app.arcade.software/share/Ds4cyLNrtL9xcdd0J7cZ

The video below explains how you can automate Accounts Receivable with Sage and Fyorin. Note: Before you can can automate receivables, you need to configure the receivables product. You can learn how to do it [here](https://fyorin.ladesk.com/155628-How-to-configure-Accounts-Receivable). https://app.arcade.software/share/ABuITZKnI5IORIhnP5RG

The video below explains how you can automate Accounts Receivable with Xero and Fyorin. Note: Before you can can automate receivables, you need to configure the receivables product. You can learn how to do it [here](https://fyorin.ladesk.com/155628-How-to-configure-Accounts-Receivable). https://app.arcade.software/share/KpbwCycbuFsy53I8b2uT

The video below explains how you can automate Accounts Receivable with Netsuite and Fyorin. Note: Before you can can automate receivables, you need to configure the receivables product. You can learn how to do it [here](https://fyorin.ladesk.com/155628-How-to-configure-Accounts-Receivable). https://app.arcade.software/share/BdF08qXZNbIUY6a7j0VD

The setup for Request Pay is simple and only needs to be done once for the product to run smoothly. - Set up deposit sources to exclude transfers from your own bank accounts. To set up deposit sources, you will need the Account Holder’s Name, IBAN or account number, Bank Name, and a Bank Statement no older than 3 months. Our compliance team will verify the information and approve it. - Configure matching criteria—select the percentage match for payment reference, received amount, and sender n...