Configure Auto-Payment Settings

1. Log into Wise-Pay
2. Click Configure
3. Click Auto-Payments
   
   
4. Click Edit
   
   
5. Check the 'Is Enabled' checkbox
6. 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.
7. 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
8. 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)
9. Enter the Maximum Days Past Due
   Allows Wise-Pay to schedule a payment that is past its due date
10. Select Draft Invoice Approval
    This ensures that an invoice is in the correct status to take payments
11. Enable finalised partially paid invoices
    This allows invoices that have been adjusted, to only process the outstanding amount, not the original amount
12. Add Billing Terms
13. Check update to save before adding Billing Terms

Configure Billing Terms

1. Enter the Billing Term Name
2. Enter the description of the Billing Term (Optional)
3. Select the relevant ConnectWise 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 payments
7. Click Save
   
   

Additional Resources

Overview of Wise-Pay Auto-Payments

Managing Auto-Payments

Syncing to schedule Auto-Payments