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Getting Started

Getting Started with Koverly

Jun 13, 2022

Getting started with Koverly is quick, easy and free!

Koverly saves you time and money on local and global business-to-business payments. With a Koverly account, you will save money on foreign exchange and wire transfer payments. You can also process local ACH or check payments for free. Additionally, businesses can apply for a private credit line with KoverlyPay.

Koverly customers can also automate payments and reconciliation by implementing 2-way integrations with top accounting platforms, such as Quickbooks, Sage Intaact, and Xero.

Step 1) Create a Free Account

Create a free Koverly account for your business type to begin processing local and global payments and access tools to streamline accounting.

Step 2) Add Payment Methods

Set up your payment methods to pay vendors. Payment methods can include bank accounts, credit cards, and debit cards. You may edit and manage payment preferences anytime and use different payment methods for different vendors.

Step 3) Adding Receiving Methods

Get paid faster through Koverly, a seamless process for both parties. Provide your customers with a real-time overview of their Accounts Payable and ability to pay online by credit card or bank transfer. Setup is quick and easy. Payments through Koverly are trackable, fast, safe and FREE.

Step 4) Add Vendors

Easily add local and foreign vendors to your Koverly dashboard. Find vendors you work with within our network or create new ones.

Step 5) Add Bills

Add bills to your dashboard to pay local and or global invoices. New bills appear in "Inbox" and bills will progress through "Scheduled," "Processing" and "Paid" tab lists depending on payment status.

Step 6) Make Payments

Pay all your vendors locally and or globally. Visit our currency encyclopedia and choose from +120 countries to send payment to.

After these steps, you are ready to start using Koverly. From here, you can further enhance your experience by applying for KoverlyPay, syncing with your accounting system and/or connecting to vendor portals.

Got Questions? Don't hesitate to contact our team and set up a quick 1:1 chat at your convenience. For other helpful tips visit our Support page.

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