Configure Automatic Payment Settings & Billing Terms

How do I get there?

To configure Automatic payments, click Configure from the top menu and select Automatic Payments.

What do I do?

Configure Automatic Payment Settings

Click the event you wish to enable notifications for, then select who should receive notifications for the event - Merchant Admins and/or Payers.

1. Click Configure, select Automatic Payments
2. Click Edit Auto-payment Setting, check the 'Is Enabled' checkbox
3. Enter a whole number a Payment Processing Delay (In Hours)
   Note: We delay an automatic payment for being processed straight away in case you have made a mistake and need to make amendments.
4. Enter a whole number at Maximum Retries for a payment
   Note: 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
5.  Select the checkbox to enable scheduling of past due payments
    Note: 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 scheduled for the next available payment run (ie. after 3 pm the following day)
6.  Enter the Maximum Days Past Due
   (Allows Wise-Pay to schedule a payment that is past its due date)
7. Select Draft Invoice Approval
   (This ensures that an invoice is in the correct status to take payments)
8. Enable finalised partially paid invoices
   (This allows invoices that have been adjusted, to only process the outstanding amount, not the original amount)
9. Add Billing Terms and save

Configure Billing Terms

1. Enter the Billing Term Name
2. Enter the description of the Billing Term (Optional)
3. Select the relevant ConnectWise Manage or Datto Autotask PSA Billing Term
4. Select Scheduled at Processing Method - real-time payments will be processed at the time the invoice is synced
5. 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)
6. Tick accept for bank/credit card payment and save