The Wise-Pay Virtual Terminal allows your team to quickly and easily take payment for outstanding or new accounts, which ensures that you are able to reduce the risk of non-payment for walk-in or non-account customers work.
What's a Wise-Pay Virtual Terminal
Wise-Pay allows for a direct link to a Virtual Terminal page that will provide direct payment options for you to accept payments without the requirement for a user to have a payment link. The Wise-Pay Virtual Terminal has been specifically created to allow the site to be displayed within ConnectWise as a Custom Menu Entry. Wise-Pay allows for single transaction payments to be directly reconciled and applied, however where multiple invoices or walk-in customers and payments where the invoice hasn't been created yet Wise-Pay Virtual terminal will create a Prepayment.
To learn more about Pre-payments refer to this link: What are Pre-Payments?
How is it configured?
Configure Wise-Pay Virtual Terminal (Quicklink)
Administrators are able to configure the Wise-Pay Virtual Terminal. Check out Configure Wise-Pay Virtual Terminal (Quicklink)