Applies to: ConnectWise Manage, Xero and QuickBooks Online
Prior to scheduling Automatic Payments (i.e. Direct Debit) for your customers, you need to ensure you have:
- Read the Automatic Payments Overview
- Added Terms & Disclaimers
- Configured Automatic Payment settings & Billing Terms
- Created & configured Wise-Pay Clearing Account
- Added Wise-Pay Payers, with a bank account or credit card saved on file and auto-pay terms applied
Here's how to do it:
- Create the Invoice in ConnectWise
- Ensure that the invoice is using the correct billing term that has been configured in Wise-Pay
- Ensure the invoice date is set to allow the due date to work with the appropriate billing term
- Set invoice Status to Closed
- Manually or batch send the invoice(s) to the client(s)
- Sync the Invoice
Note
In he Invoice Sync Results, you will see a message indicating that a matched Billing term was successfully scheduled for automatic payment processing after syncing the invoice. If there was an error encountered matching a payer to the billing term, you will see a sync warning message displayed.
Scheduled Payments Widget
To learn more about the Scheduled Payments widget, see The Scheduled Payment Widget.