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.
Read more about the Virtual Terminal here.
How do I get there?
To configure Event Notifications, click Configure from the top toolbar menu in Wise-Pay and select Merchants.
What do I do?
Step 1 > Create a Quicklink
- Click on the Configure Menu > Merchants at the top
- Click on the Edit icon next to your Merchant Company
- Click on the PayNow Links Tab from the tabs along the top row of tabs.
- Select Quick Link from the PayNow Link Type drop down list
- Select the User Account from the user drop down
- Click Generate.
- Click on Display to display the link
- Copy the entire URL (including the long TransactionId)
- Close the PayNow Link Details popup
- Click Save then move to Step 2
Tip:
Instead of writing the code down with a notepad and pen, press CTRL + A, CTRL + C to automatically copy it to your computer's clipboard.
Step 2 > Create the Custom User Menu in ConnectWise
- In ConnectWise, click on the Setup Tables
- Search for "Custom Menu Entry"
- Create a New Custom Menu Entry
- Enter the Title: Wise-Pay Virtual Terminal
- Select the Menu Location from the drop-down box as Finance
- Enter the Quick Link copied from Step 1 into the Link field
- Download the Wise-Pay Logo and save this in a place to access later
- Access the place where you saved the file (you will need to change the file filter to include png files)
- Check the "Open in New Window" checkbox.
- Select which Locations should be excluded (if you want to limit access to this menu).
- Press Test - To ensure that the link has been saved correctly, if it does not work, repeat the process at Step 1.
- Press Save, your link will be visible when you close and reopen ConnectWise.
How to take payments via the Virtual Terminal
Click here to find out how take payments via Virtual Terminal.