Wise-Pay Merchant Admin Support Portal

Introduction to Wise-Pay 2

• Introduction to Wise-Pay Setup
• Select your preferred payment provider

Wise-Sync Release Notes 2018 7

• Wise-Sync - Version Release Notes v4.6.2
• Wise-Sync - Version Release Notes v4.6.1
• Wise-Sync - Version Release Notes v4.6.0
• Wise-Sync - Version Release Notes v4.5.4
• Wise-Sync - Version Release Notes v4.5.3

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Wise-Pay Release Notes 2018 7

• Wise-Pay - Version Release Notes v1.6.2
• Wise-Pay - Version Release Notes v1.6.1
• Wise-Pay - Version Release Notes v1.6.0
• Wise-Pay > Version Release Notes v1.5.4
• Wise-Pay > Version Release Notes v1.5.3

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Wise-Sync Release Notes 2017 31

• Wise-Sync & Wise-Pay Release Notes
• Wise-Sync > Version Release Notes: v4.5.0
• Wise-Sync > Version Release Notes: v4.4.2
• Wise-Sync > Version Release Notes: v4.4.1
• Wise-Sync > Version Release Notes: v4.3.24

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Wise-Pay Release Notes 2017 26

• Wise-Pay > Version Release Notes: v1.5.0
• Wise-Pay > Version Release Notes: v1.4.2
• Wise-Pay > Version Release Notes: v1.4.1
• Wise-Pay > Version Release Notes: v1.4.0
• Wise-Pay > Version Release Notes: v1.3.4

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Payment Services 0

Auto-Payments 0

Creating/Maintaining Users 2

• Configure Wise-Sync User Accounts
• Wise-Sync User Roles

Two Factor Authentication 2

• Two Factor Authentication (2FA)
• Toubleshooting 2FA Login

Emails from Support 1

• Office 365 Domain Whitelisting

Source Default Folder 16

• Introduction to the Invoice Life Cycle in Wise-Pay
• How To Receive Payment for an Issued Invoice
• How to Manage Proxy Links for Third-Party Applications
• How to Receive Payments through Pay Now
• How To Configure Payment Processor Account API Keys

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1. Getting Started - Wise-Pay Setup 9

• Getting Started - Wise-Pay Onboarding Overview
• Getting Started: Step 1.1 - Signing Up
• Getting Started: Step 1.2 - Selecting your Payment Provider
• Getting Started: Payment Provider - BrainTree
• Getting Started: Payment Provider - Stripe

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2. Getting Started - Merchant Configuration 15

• Step 2.1 - Configure Merchant Accounts
• Step 2.2 - Configure: Terms & Disclaimers
• Step 2.2.1 - Default: Terms & Disclaimers (AU & NZ)
• Step 2.2.2 - Default: Terms & Disclaimers (US)
• Step 2.3 - Configure: Wise-Pay Virtual Terminal (Quick Link)

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3. Getting Started - Payment Services 10

• Getting Started: Step 3 - Configure Payment Services
• Payment Options - How To Configure Allowed Credit Cards and Surcharges
• Payment Options - PayNow Email Link: ConnectWise Invoice Template
• Payment Options - Proxy: ConnectWise Customer Portal
• Payment Options - Payment Services: Xero PayNow

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4. Getting Started - Payer Admin 8

• Payer Admin: Overview
• Payer Admin: 4.1 - Wise-Pay Account Branding
• Payer Admin: 4.2 - Terms & Disclaimers
• Payer Admin: 4.3 - Creating Wise-Payers
• Payer Admin: 4.4 Wise-Payer Registration Flow

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5. Getting Started - Accepting Payments 3

• Getting Started: Using a Wise-Pay Clearing Account
• Welcome to Wise-Pay: Start Accepting Payments
• Applying Surcharges

6. Getting Started - Scheduling Auto-Payments 7

• What Are Automatic Payments?
• Configure Automatic Payments and Billing Terms
• 6.3 Adding Wise-Payers & Configuring Auto-Payments
• 6.4 Syncing to Schedule Auto-Payments
• Invitation to New Clients - Not currently on DDR/ACH

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7. Getting Started - The Wise-Pay Dashboard 7

• Introduction to the Wise-Pay Merchant Dashboard
• The Outstanding Payments Widget
• The Scheduled Payments Widget
• The Automatic Payments Widget
• The Past Payments Widget

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Errors 3

• Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
• Fix Unmatched Auto-Payments: Couldn't find a Payer
• Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx

FAQ 44

• Credit Card Surcharges Guidelines
• FAQ - What are Wise-Pay Notifications
• How to add a New Zealand Bank Account
• FAQ - How do I increase my Merchant Limit?
• FAQ - What is AVS (Address Validation)

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How To Articles 18

• Configure Notifications: Payers Account
• Configure Notifications: User / Company Accounts
• Configure Notifications: Merchant Admin Accounts
• QBO: How to create a refund where a fee needs to be refunded to a client
• How to delete a Payer

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Known Issues 3

• Known Issues
• Resolved: PayNow Invoices Links not working after upgrade to 2016.1 (or later)
• Known Issue: Sometimes searching for Payers in the Invoice Batch screen returns no results

New Feature 15

• New Feature: Add Signature when accepting Terms and Disclaimers
• Notifications
• New Feature: Batch Payments Overpayment
• New Feature: Pre-Payment Settlement Deposit Grouping (IntegraPay Only)
• New Feature: Merchant Payer now includes Company Name.

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Payers - Client Information 6

• How to accept an Wise-Pay Invite?
• Why have I received a Welcome to Wise-Pay email?
• Payer > How do I pay an Invoice
• A Payer's Overview
• Payer > Adding a Credit Card

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Payment Provider: BrainTree 0

Payment Provider: IntegraPay 1

• IntegraPay service updates

Payment Provider: Stripe 0

Quosal Order Porter: Payment Types 0