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Receiving invoice payments - Dwolla

A guide to setting up Dwolla with your FreeAgent account to pay you directly from your invoices.

If you have a US account type in FreeAgent, you can now get paid directly from your invoices, using Dwolla. You can also receive invoice payments online using Paypal.

Setting up Dwolla in your Freeagent Account

Step 1: Enable Dwolla

Go to 'Settings' and select 'Dwolla' from the integration options.

Dwolla set-up - settings page

Select 'Enable Dwolla'.

Enable Dwolla page

Step 2: Sign in to Dwolla or create your Dwolla Account

Either 'Sign in' to connect your Dwolla account or select 'Sign up for Dwolla' to create a new account.

create a Dwolla account

Once you’ve created an account and/or signed in, Dwolla will take you to a screen explaining that 'FreeAgent is requesting permission for the following …Account Information, Transactional Details, and Balance'. Select 'Allow' to confirm you are happy with this. Dwolla will then take you back to the Dwolla screen in FreeAgent.

If you ever want to disable Dwolla in your FreeAgent account, select 'Disable Dwolla’ here.

Step 3: Create an invoice

When you create an invoice you'll see the option to accept online payments using Dwolla. When adding the invoice details select 'Online payment options - Dwolla' and then create the rest of your invoice as normal.

Dwolla - Create an Invoice

When preparing to email your invoice include an [online_payment_link] tag in the body of the email. This will embed a link to your invoice and Dwolla in the email that your client will receive.

Dwolla - Setting up your client email template

How this works for your clients

When your client receives your invoice via email, they can follow the online payment link you previously added to your email copy. This will show them your invoice, along with the option to pay by Dwolla.

Dwolla - Invoice Preview

Receiving payments

Dwolla Invoice Payment Status

As soon as your client has made a payment using Dwolla, viewing your invoice will show a payment status of 'Payment Pending' while FreeAgent waits for Dwolla to confirm receipt of the payment

Dwolla - Payment received and pending message

As soon as Dwolla confirm the transaction and the payment is transferred into your bank account you’ll see a 'Payment Complete' status. In order for your invoice to then show as paid in FreeAgent you still need to reconcile your invoice with a bank transaction.

When you do that, deal with any charges Dwolla has deducted from the money you receive like so.

Dwolla - Payment Status

In the event that the payment fails you will see a 'Payment Failed' status. In this instance your client hasn’t been charged and you need to get back in touch to ask them to attempt another payment.

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