Receive payments through Pay Now

Applies to: ConnectWise Manage, Datto Autotask PSA, Xero and QuickBooks Online

Once your registered payers have updated their bank details and credit cards in their respective Wise-Pay Payer accounts, you are able to start taking payments. If your customer wishes, you are also able to update payment details in Wise-Pay on their behalf.

When your customer's select the Pay Invoice action displayed for each invoice in the Outstanding Invoices pod, they are able to pay their outstanding invoices using a credit card or bank debit. They can either use a saved payment method or add a new one while paying the invoice. For more details on how your customers can pay their invoices via Wise-Pay, please read here.

If your customer has provided authorisation to take a payment on their behalf, you are able to select to either Pay Now by credit card or Schedule a Bank Debit.

Here's how you can take a real-time credit card payment on your customer's behalf:

    1. Find the Invoice in the Outstanding Payments pod in Wise-Pay
    2. Select Actions > Pay Now by Credit Card
    3. Enter the Amount to Pay (You can either pay the full amount of partial amount)
    4. Click Continue to view the Review Your Payment  page.
    5. You are able to remove the payment processing fees and only charge the invoice amount by clicking the Override payment processing fees.
    6. Click I agree to the terms to view the Terms & Conditions
    7. Click Accept to accept the conditions
    8. Click Submit

Note

You may not be able to use this option for the invoices that have been already scheduled if you have configured your Wise-Pay account not to allow Pay Now option for scheduled invoices. For more information, see How to Allow Real-Time Payment for a Scheduled Invoice.

Payment Processing Fee

A separate invoice is generated for any applicable payment processing fees charged. You can click the Download PDF button to download the invoice for this amount.

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