You may configure your Bank Reconciliation Groups for IntegraPay in Wise-Pay
How do I get there?
To configure your Wise-Pay Proxy, click Configure from the top menu and select Merchants.
What do I do?
Edit your Merchant Settings > Select Settlement Group tab then Update Settlement group values (if required) and Click Save
By enabling this feature, IntegraPay will then settle payments received from the various pre-payment sources into discreet groups based on the source of the transaction ie:
- ConnectWise Sell
- iSell (eCommerce)
- ConnectWise Email Invoice Links (when an invoice has not yet been synced), and
- Virtual Terminal
Merchant Administrators will have the following ability:
- Payments settled to the bank account will be grouped by the Transaction Description set by the source of the transaction.
- Merchants will receive the funds into their bank accounts settled as total funds grouped by the reference for each payment source.