Applies to: ConnectWise Manage, Datto Autotask PSA and Xero
Payments will be considered paid at the point where a transaction has gone through in Wise-Pay. Wise-Pay will automatically receive a payment against the invoice in Xero. The payment will then show om the Wise-Pay Clearing Account (these funds have been paid, but not received).
Here's how to do it:
This should match the payments made from the Wise-Pay Clearing Account, resulting in a $0.00 balance. If the balance is not $0.00, then either:
- Timing - The transaction missed the daily cut off and will be received tomorrow
- PrePayment - The prepayment has been received and the funds have not been allocated to the payment.