FAQ: How to setup Auto-Payments without Credit Card Surcharges

Wise-Pay allows you to setup Auto-Payments without Credit Cards surcharges, you can do this if:

  • You take bank account payments (DDR's) and want to offer this method without any additional fees
  • You don't want to charge surcharges (and you will wear the cost).

How do I configure them?

You will need to make sure Connectwise/Autoask setup has a Billing Term for no surcharge, if it doesn't you will need to create one. Here's how to do it:

    1. Click Configuration
    2. Click Auto-Payments
    3. Click Edit
    4. Click + Add Billing Term > enter details
    5. Click Save
    6. Go back and edit the Billing Term > you will now see a surcharge tab > enter details
    7. Click Save

You will then need to ensure the the customers are allocated to the correct Billing Term

What do they look like?

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