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Getting Started with Wise-Pay (Merchants)
Introduction to Wise-Pay
Introduction to Wise-Pay Setup
Introduction to the Invoice Life Cycle in Wise-Pay
Select your preferred payment provider
Manage Wise-Pay Users
How To Configure Wise-Pay Merchant Account
Introduction to Wise-Pay
1. Getting Started - Wise-Pay Setup
Getting Started - Wise-Pay Onboarding Overview
Getting Started: Step 1.1 - Signing Up
Getting Started: Step 1.2 - Selecting your Payment Provider
Getting Started: Integrated 3rd Party Payment Providers
Getting Started with Wise-Pay FAQ
FAQ - Do I need to be a Wise-Sync Customer to use Wise-Pay?
FAQ - Does this service work with both "On-Premise" and "Cloud" ConnectWise instances?
FAQ - How does Wise-Pay work?
FAQ - Will I need additional PCI Compliance?
FAQ - How secure is the service?
Merchant Configuration
Merchant Configuration
Update to Multi- Connection Settings
Step 2.1 - Configure Merchant Accounts
Update to Multi-Connection Settings and Event Notifications
Branding
ConnectWise Customer Portal
Step 2.4a - How to Configure Basic Settings for Merchant Accounts
Email Link for ConnectWise Invoices
Step 2.4b - How To Configure Advanced Settings for Merchant Account
Template: Direct Debit Service Agreement (AU)
Step 2.5 - Configure: Bank Reconciliation Groups for IntegraPay
Step 2.6 - Configure: draft invoices approved for payment
Step 2.7 - Configure: Append Company name to Payer
Step 2.8 - Configure: Pay Scheduled Invoices
Merchant Account Configuration
Xero Pay Now
Getting Started
Payer Admin
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
Payer Admin: 4.5 - Credit Cards & Bank Accounts
Payer Admin: 4.6 - Auto Payments
Account Branding: Setup Wise-Pay Account Branding
Card Details / Surcharges
Credit Card Surcharges Guidelines
Configuring Credit Card Surcharges
How to Override Surcharges?
How to void a surcharge invoice
How to: Void a Surcharge Invoice
FAQ - Does Wise-Pay automatically handle the Payment Surcharge?
Notification Configuration
Wise-Pay Event Notifications
Configure Wise-Pay Event Notifications
FAQ: What are notification Placeholders?
Terms & Disclaimers
New Feature: Add Signature when accepting Terms and Disclaimers
Step 2.2 - Configure: Terms & Disclaimers
Step 2.2.1 - Default: Terms & Disclaimers (AU & NZ)
Step 2.2.2 - Default: Terms & Disclaimers (US)
Terms and Disclaimers
Default Terms & Disclaimers (US)
Default Terms & Disclaimers (AU & NZ)
Wise-Pay (Merchant) Know How
Wise-Pay FAQ
Multi-Connection support in Wise-Pay
FAQ - How do I increase my Merchant Limit?
What is AVS (Address Validation)
How To Configure Payment Processor Account API Keys
How to Cancel Scheduled Payment
How do I enable Discover?
Send a receipt to client after credit card has been processed
How Do I Manage Accounting Connections as a Merchant
FAQ - How to edit Autotask variables in a PayNow email link
FAQ - How to void a successful payment
Wise-Pay Videos
Video: How to Edit and Re-sync an Invoice
Video: Best Practices for Accepting Pre-Payments
Video: Best Practices for Notifications
Video: Best Practices For Reconciling your Wise-Pay Clearing Account
Video: Understanding Batch Payments
Video: Wise-Pay Essentials
Video: Wise-Pay Product Demonstration
Wise-Pay for Xero
Reconnect your Xero company
Xero Conversion Invoices
What are Overpayments in Xero
Wise-Pay Overpayments in Xero
FAQ - If I void an invoice in Xero, will it stop the Auto-Payment in Wise-Pay?
Wise-Pay Prepayments in Xero
What are Pre-Payments in Xero and how do I handle them?
Error Applying Payment: Unable to apply payment to Xero Invoice
Wise-Pay for Quickbooks Online
QBO: How to create a refund where a fee needs to be refunded to a client
QBO: Fix Unprocessed Payment when payment is being directly applied from the Bank Statement.
How to create a refund where a fee needs to be refunded to a client (QBO)
What are Overpayments in QuickBooks Online
FAQ - Does Wise-Pay work with QuickBooks Desktop (or Enterprise)
What are Pre-Payments in QBO and how do I handle them?
Accepting Payments
Getting Started - Accepting Payments
Getting Started: Using a Wise-Pay Clearing Account
Welcome to Wise-Pay: Start Accepting Payments
Wise-Pay Virtual Terminal
Wise-Pay Virtual Terminal
Configure: Wise-Pay Virtual Terminal (Quick Link)
How to Use Virtual Terminal to Make Payments
Getting Started - Scheduling Auto-Payments
What Are Automatic Payments?
Invitation to New Clients - Not currently on DDR/ACH
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Payment Options
How To Receive Payment for an Issued Invoice
Receive payments through Pay Now
Payer Overview
How to Configure PayNow Links to Get Payment
How To Schedule Payment For an Invoice
Batch Payments
What are Batch Payments
How to Make Batch Payments
How To Handle Overpayments
How To Handle Overpayments
How to add or remove an invoice from a batch
Refunds
How to process a refund for a paid invoice that has an incorrect amount?
How to refund when the payer wants to pay through another payment method
How to process a refund for a paid invoice that has an incorrect amount?
FAQ- How to Refund When An Invoice Has Been Paid Twice
Prepayments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payments FAQ
FAQ- How to Allow Real-Time Payment for a Scheduled Invoice
FAQ - If a customer pays their direct debit invoice manually will it still get direct debited?
FAQ - How do I know when payment has been processed?
FAQ - Are Credit Card Processing Fees Calculated in Wise-Pay within the new ACCC legislation?
FAQ - Can I accept credit cards over the phone?
FAQ- How Can I Configure Wise-Pay to Receive Payment for Draft Invoices
FAQ- How To Automatically Cancel Scheduled Transaction When the Invoice is Modified in the Accounting Package
The Wise-Pay Dashboard
The Wise-Pay Dashboard
Wise-Pay Merchant Dashboard
The Outstanding Payments Widget
The Scheduled Payments Widget
The Automatic Payments Widget
The Past Payments Widget
The Transaction Failures Widget
Refreshing the Wise-Pay Dashboard Widgets
New Feature: Dashboard > Preload Outstanding Payments
Transaction History
How to View Transaction History
Automatic Payments
Auto-Payments
Syncing to schedule Auto-Payments
Configure Auto Payment Settings
Managing Auto-Payments
Overview of Wise-Pay Auto-Payments
Syncing to Schedule Auto-Payments for Datto Autotask PSA
Scheduling Auto-Payments
New Feature: Auto Payments can be processed based on Invoice Due Date.
Automatic Payments FAQ
FAQ: How to setup Auto-Payments without Credit Card Surcharges
FAQ - What happens if I apply a credit to an invoice due for Auto Payment
FAQ - How do I temporarily disable Automatic Payments for a payer?
FAQ - Are my customers able to save their credit card details with Wise-Pay for automated payment processing?
Billing Terms
How do I refresh Wise-Pay Billing Terms?
Payment Services
Payment Services
Getting Started: Step 3 - Configure Payment Services
Payment Options - PayNow Email Link - ConnectWise Invoice Template
Payment Options - PayNow Email Links - Autotask
Payment Options - Proxy: ConnectWise Customer Portal
Payment Options - Payment Services: Xero PayNow
Payment Options - Proxy: QuoteWerks Portal
Wise-Pay Integration
How to Manage Proxy Links for Third-Party Applications
Wise-Pay Integration - DeskDirector
Wise-Pay Integration - ITSupportPanel
Wise-Pay Integration - CloudRadial
ConnectWise Sell® Order Porter
ConnectWise Sell Proxy
FAQ - How do you handle pre-payments from Quosal?
FAQ - What is Quosal?
Payment Providers
Payment Provider: IntegraPay
What is IntegraPay?
Merchant Configuration: Integrapay
Payment Provider: BrainTree
Merchant Configuration: BrainTree
FAQ - What is BrainTree
Payment Provider: Stripe
Stripe Merchant Settings
Reconcilitation Overview for QuickBooks Online (Stripe Merchants)
FAQ - What is Stripe?
Payment Provider: Authorize.Net
Authorize.Net Merchant Settings
FAQ - What is Authorize.Net?
Wise-Pay Errors and Known Issues
Unprocessed Payments
Unprocessed Payment: Error: Organisation accounts are locked on the specified payment
Fix Unprocessed Payments: Payment can only be made against Authorised Documents.
Unprocessed Payment: Payments can only be applied to invoices that are awaiting payment
Wise-Pay Errors
Transaction declined IntegraPay - Error Code: Failed Payment
Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
What is a Payment Error?
Payment Errors - Failed Payment: Transaction Declined
What is a Processing Error
Error Saving Item in Xero. Validation Message: An error occured in Xero. Check the API Status
Disconnected Accounting System (QBO)
Error validating Xml data against the schema
Invoice partially paid in Xero/QBO but partial payment does not reflect in Wise-Pay
Failed Transaction Error: Merchant hasn't enabled credit card payments for these payment terms and the primary payment method for this user is via credit card.
Error Code: Error saving item in Xero. Validation Message: The contact name is already assigned to another contact.
Known Issues
Known Issue: Sometimes searching for Payers in the Invoice Batch screen returns no results
Wise-Pay User Management
Creating/Maintaining Wise-Pay Users
How To Log Into Wise-Pay
FAQ - What is the cost for additional users?
Manage Wise-Pay User Access
Payer Management
Managing Payers
Managing Payers
Add a Payer
Search for a Payer
Edit Payer Details
Manage Company Name for Payers
Manage Auto-Pay Terms for Payers
Manage Inactive Payers (Integrapay)
Managing Payment Methods
Managing Payment Methods for Payers
Email Templates
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Payer Admin - FAQ
FAQ - Is a Payer set up for Auto-Payments?
FAQ - How do I Import Payers into Wise-Pay
FAQ - Can a Payer Add Auto-Payment Terms
FAQ - How long before a customer/client is availabe in Wise-Pay Admin
FAQ - How do my Wise-Pay customers view their invoices?
FAQ- How To Reset Password for Payer Account
Payer Support
Getting Started with Wise-Pay
Wise-Pay for Payers: Overview
Introduction to Wise-Pay Payer Dashboard
Setup My Wise-Pay Account
How To Configure My Wise-Pay Account
Access Wise-Pay
Reset your Wise-Pay password
How to access Wise-Pay
How to Log Into Wise-Pay
Managing My Wise-Pay Account
Managing Credit Card Details
Managing Bank Account Details
Add a New Zealand Bank Account
How to Edit User Details for My Account
How To Change My Company Name
Pay an Invoice
How To Pay an Invoice
How to Make Batch Payments
Errors
Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
Late Rejections
Payer FAQ
FAQ - I am a Payer and I don't have any events to select from.
Wise-Pay Release Notes
Wise-Pay Release Notes (2019)
Wise-Pay: Version 1.6.10 Release Notes
Wise-Pay: Version 1.6.9 Release Notes
Wise-Pay: Version 1.6.8 Release Notes
Wise-Pay: Version 1.6.7 Release Notes
Wise-Pay: Version 1.6.6 Release Notes
Wise-Pay: Version 1.6.5 Release Notes
Wise-Pay: Version 1.6.4 Release Notes
Wise-Pay Release Notes (2018)
Wise-Pay: Version 1.6.3 Release Notes
Wise-Pay: Version 1.6.2 Release Notes
Wise-Pay: Version 1.6.1 Release Notes
Wise-Pay: Version 1.6.0 Release Notes
Wise-Pay: Version 1.5.4 Release Notes
Wise-Pay: Version 1.5.3 Release Notes
Wise-Pay: Version 1.5.2 Release Notes
Wise-Pay: Version 1.5.1 Release Notes
Wise-Pay Release Notes (2017)
Wise-Pay: Version 1.5.0 Release Notes
Wise-Pay: Version 1.4.2 Release Notes
Wise-Pay: Version 1.4.1 Release Notes
Wise-Pay: Version 1.4.0 Release Notes
Wise-Pay: Version 1.3.4 Release Notes
Wise-Pay: Version 1.3.3 Release Notes
Wise-Pay: Version 1.3.2 Release Notes
Wise-Pay: Version 1.3.1 Release Notes
Wise-Pay: Version 1.3.0 Release Notes
Wise-Pay: Version 1.2.10 Release Notes
Wise-Pay: Version 1.2.9 Release Notes
Wise-Pay: Version 1.2.8 Release Notes
Wise-Pay: Version 1.2.7 Release Notes
Wise-Pay: Version 1.2.6 Release Notes
Wise-Pay: Version 1.2.5 Release Notes
Wise-Pay: Version 1.2.4 Release Notes
Wise-Pay: Version 1.2.3 Release Notes
Wise-Pay: Version 1.2.2 Release Notes
Wise-Pay: Version 1.2.1 Release Notes
Wise-Pay: Version 1.2.0 Release Notes
Wise-Pay: Version 1.2.10 Release Notes
Wise-Pay: Version 1.1.3 Release Notes
Wise-Pay: Version 1.1.1 Release Notes
Wise-Pay: Version 1.1.0 Release Notes
Wise-Pay: Version 1.1.2 Release Notes
Wise-Pay: Version 1.0.0 (Alpha) Release Notes
Freshdesk Support Portal Help
Emails from Support
Office 365 Domain Whitelisting
Incident Reports
Incidents
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 21st December, 2018
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 8th March, 2019
ConnectWise Sync Errors, 29th March, 2019
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 7th May, 2019
Unexpected Outage for Wise-Sync and Wise-Pay, 8th August, 2019
Open navigation
Automatic Payments
Auto-Payments
Syncing to schedule Auto-Payments
Configure Auto Payment Settings
Managing Auto-Payments
Overview of Wise-Pay Auto-Payments
Syncing to Schedule Auto-Payments for Datto Autotask PSA
Automatic Payments Configuration
Scheduling Auto-Payments
New Feature: Auto Payments can be processed based on Invoice Due Date.
Automatic Payments FAQ
FAQ: How to setup Auto-Payments without Credit Card Surcharges
FAQ - What happens if I apply a credit to an invoice due for Auto Payment
FAQ - How do I temporarily disable Automatic Payments for a payer?
FAQ - Are my customers able to save their credit card details with Wise-Pay for automated payment processing?
Fix Unmatched Auto-Payments
Billing Terms
How do I refresh Wise-Pay Billing Terms?