There are no costs or additional users in Wise-Pay.
There is an additional cost if you have additional Companies, but there isn't a charge for users.
- Getting Started with Wise-Pay (Merchants)
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Merchant Configuration
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Merchant Configuration
- Update to Multi- Connection Settings
- Step 2.1 - Configure Merchant Accounts
- Update to Multi-Connection Settings and Event Notifications
- Branding
- ConnectWise Customer Portal
- Step 2.4a - How to Configure Basic Settings for Merchant Accounts
- Email Link for ConnectWise Invoices
- Step 2.4b - How To Configure Advanced Settings for Merchant Account
- Template: Direct Debit Service Agreement (AU)
- Step 2.5 - Configure: Bank Reconciliation Groups for IntegraPay
- Step 2.6 - Configure: draft invoices approved for payment
- Step 2.7 - Configure: Append Company name to Payer
- Step 2.8 - Configure: Pay Scheduled Invoices
- Merchant Account Configuration
- Xero Pay Now
- Getting Started
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Payer Admin
- Payer Admin: Overview
- Payer Admin: 4.1 - Wise-Pay Account Branding
- Payer Admin: 4.2 - Terms & Disclaimers
- Payer Admin: 4.3 - Creating Wise-Payers
- Payer Admin: 4.4 Wise-Payer Registration Flow
- Payer Admin: 4.5 - Credit Cards & Bank Accounts
- Payer Admin: 4.6 - Auto Payments
- Account Branding: Setup Wise-Pay Account Branding
- Card Details / Surcharges
- Notification Configuration
- Terms & Disclaimers
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Merchant Configuration
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Wise-Pay (Merchant) Know How
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Wise-Pay FAQ
- What is Multi-Connection Support in Wise-Pay
- FAQ - How do I increase my Merchant Limit?
- How to use a Wise-Pay Clearing Account
- What is AVS (Address Validation)
- How To Configure Payment Processor Account API Keys
- FAQ - What is AVS (Address Validation)
- How to increase my Merchant Limit
- How to Cancel Scheduled Payment
- How do I increase my Merchant Limit?
- How do I enable Discover?
- Send a receipt to client after credit card has been processed
- FAQ - How to edit Autotask Variables in a PayNow Email Link
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Wise-Pay Videos
- Video: How to Edit and Re-sync an Invoice
- Video: Best Practices for Accepting Pre-Payments
- Video: Best Practices for Notifications
- Video: Best Practices For Reconciling your Wise-Pay Clearing Account
- Video: Understanding Batch Payments
- Video: Wise-Pay Essentials
- Video: Wise-Pay Product Demonstration
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Wise-Pay for Xero
- Please reconnect your Xero Company. Your access token has not been authorised or has been disconnect.
- Xero Conversion Invoices
- What are Overpayments in Xero
- Wise-Pay Overpayments in Xero
- FAQ - If I void an invoice in Xero, will it stop the Auto-Payment in Wise-Pay?
- Wise-Pay Prepayments in Xero
- What are Pre-Payments in Xero and how do I handle them?
- Error Applying Payment: Unable to apply payment to Xero Invoice
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Wise-Pay for Quickbooks Online
- QBO: How to create a refund where a fee needs to be refunded to a client
- QBO: Fix Unprocessed Payment when payment is being directly applied from the Bank Statement.
- How to create a refund where a fee needs to be refunded to a client (QBO)
- What are Overpayments in QuickBooks Online
- Wise-Pay Overpayments in QuickBooks Online
- FAQ - Does Wise-Pay work with QuickBooks Desktop (or Enterprise)
- What are Pre-Payments in QBO and how do I handle them?
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Wise-Pay FAQ
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Accepting Payments
- Getting Started - Accepting Payments
- Wise-Pay Virtual Terminal
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Getting Started - Scheduling Auto-Payments
- What Are Automatic Payments?
- Configure Automatic Payments and Billing Terms
- 6.3 Adding Wise-Payers & Configuring Auto-Payments
- 6.4 Syncing to Schedule Auto-Payments
- Invitation to New Clients - Not currently on DDR/ACH
- Invitation to New Clients - Already on DDR/ACH (with previous provider)
- Optional: Notifying Your Clients About Wise-Pay Automatic Payments
- Payment Options
- Batch Payments
- Refunds
- Prepayments
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Payments FAQ
- New Feature: Allow a Payer to make payment on an invoice that is in Draft.
- FAQ- How to Allow Real-Time Payment for a Scheduled Invoice
- FAQ - If a customer pays their direct debit invoice manually will it still get direct debited?
- FAQ - How do I know when payment has been processed?
- FAQ - Are Credit Card Processing Fees Calculated in Wise-Pay within the new ACCC legislation?
- FAQ - Can I accept credit cards over the phone?
- FAQ- How Can I Configure Wise-Pay to Receive Payment for Draft Invoices
- FAQ- How To Automatically Cancel Scheduled Transaction When the Invoice is Modified in the Accounting Package
- The Wise-Pay Dashboard
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Automatic Payments
- Auto-Payments
- Scheduling Auto-Payments
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Automatic Payments FAQ
- How do I setup Auto-Payments without Credit Card Surcharges
- FAQ: How to setup Auto-Payments without Credit Card Surcharges
- FAQ - What happens if I apply a credit to an invoice due for Auto Payment
- FAQ - How do I temporarily disable Automatic Payments for a payer?
- FAQ - Are my customers able to save their credit card details with Wise-Pay for automated payment processing?
- Biling Terms
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Payment Services
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Payment Services
- Getting Started: Step 3 - Configure Payment Services
- Payment Options - PayNow Email Link - ConnectWise Invoice Template
- Payment Options - PayNow Email Links - Autotask
- Payment Options - Proxy: ConnectWise Customer Portal
- Payment Options - Payment Services: Xero PayNow
- Payment Options - Proxy: QuoteWerks Portal
- Wise-Pay Integration
- ConnectWise Sell® Order Porter
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Payment Services
- Payment Providers
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Wise-Pay Errors and Known Issues
- Unprocessed Payments
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Wise-Pay Errors
- Transaction declined IntegraPay - Error Code: Failed Payment
- Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
- Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
- What is a Payment Error?
- Payment Errors - Failed Payment: Transaction Declined
- What is a Processing Error
- Error Saving Item in Xero. Validation Message: An error occured in Xero. Check the API Status
- Disconnected Accounting System (QBO)
- Error validating Xml data against the schema
- Failed Transaction Error: Merchant hasn't enabled credit card payments for these payment terms and the primary payment method for this user is via credit card.
- Known Issues
- Wise-Pay User Management
- Payer Management
- Payer Support
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Wise-Pay Release Notes
- Wise-Pay Release Notes (2019)
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Wise-Pay Release Notes (2018)
- Wise-Pay: Version 1.6.3 Release Notes
- Wise-Pay: Version 1.6.2 Release Notes
- Wise-Pay: Version 1.6.1 Release Notes
- Wise-Pay: Version 1.6.0 Release Notes
- Wise-Pay: Version 1.5.4 Release Notes
- Wise-Pay: Version 1.5.3 Release Notes
- Wise-Pay: Version 1.5.2 Release Notes
- Wise-Pay: Version 1.5.1 Release Notes
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Wise-Pay Release Notes (2017)
- Wise-Pay: Version 1.5.0 Release Notes
- Wise-Pay: Version 1.4.2 Release Notes
- Wise-Pay: Version 1.4.1 Release Notes
- Wise-Pay: Version 1.4.0 Release Notes
- Wise-Pay: Version 1.3.4 Release Notes
- Wise-Pay: Version 1.3.3 Release Notes
- Wise-Pay: Version 1.3.2 Release Notes
- Wise-Pay: Version 1.3.1 Release Notes
- Wise-Pay: Version 1.3.0 Release Notes
- Wise-Pay: Version 1.2.10 Release Notes
- Wise-Pay: Version 1.2.9 Release Notes
- Wise-Pay: Version 1.2.8 Release Notes
- Wise-Pay: Version 1.2.7 Release Notes
- Wise-Pay: Version 1.2.6 Release Notes
- Wise-Pay: Version 1.2.5 Release Notes
- Wise-Pay: Version 1.2.4 Release Notes
- Wise-Pay: Version 1.2.3 Release Notes
- Wise-Pay: Version 1.2.2 Release Notes
- Wise-Pay: Version 1.2.1 Release Notes
- Wise-Pay: Version 1.2.0 Release Notes
- Wise-Pay: Version 1.2.10 Release Notes
- Wise-Pay: Version 1.1.3 Release Notes
- Wise-Pay: Version 1.1.1 Release Notes
- Wise-Pay: Version 1.1.0 Release Notes
- Wise-Pay: Version 1.1.2 Release Notes
- Wise-Pay: Version 1.0.0 (Alpha) Release Notes
- Freshdesk Support Portal Help
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Incident Reports
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Incidents
- Unexpected Partial Outage for Wise-Sync and Wise-Pay, 21st December, 2018
- Unexpected Partial Outage for Wise-Sync and Wise-Pay, 8th March, 2019
- ConnectWise Sync Errors, 29th March, 2019
- Unexpected Partial Outage for Wise-Sync and Wise-Pay, 7th May, 2019
- Unexpected Outage for Wise-Sync and Wise-Pay, 8th August, 2019
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Incidents