Configure Auto-Payment Settings
- Log into Wise-Pay
- Click Configure
- Click Auto-Payments
- Click Edit
- Check the 'Is Enabled' checkbox
- Enter a whole number a Payment Processing Delay (In Hours)
We delay an automatic payment for being processed straight away incase you have made a mistake and need to make amendments. - Enter a whole number at Maximum Retries for a payment
This is the number of tries we will attempt to process the card before we stop trying. If it is a hard failure: stolen credit card, invalid card or expired card etc we will not try to process the payment again - Option to enable scheduling of past due payments
This is useful if an invoice is for example: due first of the month is sent on the 2nd or 3rd - the payment will be schedule for the next available payment run (ie. after 3pm the following dat) - Enter the Maximum Days Past Due
Allows Wise-Pay to schedule a payment that is past its due date - Select Draft Invoice Approval
This ensures that an invoice is in the correct status to take payments - Enable finalised partially paid invoices
This allows invoices that have been adjusted, to only process the outstanding amount, not the original amount - Add Billing Terms
- Check update to save before adding Billing Terms
Configure Billing Terms
- Enter the Billing Term Name
- Enter the description of the Billing Term (Optional)
- Select the relevant ConnectWise Billing Term
- Select Scheduled at Processing Method - real time payments will be processed at the time the invoice is synced
- Select the scheduling mode
Invoice Date
Number of Days After Invoice Date > Scheduling Period (In Days) (eg. Schedule for payment after 14 days of the invoice
Day of the Month (eg. 1st of the month) - Tick accept for bank payments
- Click Save
Additional Resources
Overview of Wise-Pay Auto-Payments
Syncing to schedule Auto-Payments