Payment Services form the basis of the integration between your Applications (ConnectWise, ConnectWise Sell and Xero) to your integrated Payment Platform. Wise-Pay is the conduit that connects these platforms, and provides the smarts to help streamline payment processing for a number of pain points affecting partners. Once of the core capabilities is the ability for Wise-Pay to automatically handle Surcharges, as well as managing payment deposits directly in your accounting package.
How do I get there?
To configure Payment Services, click Configure from the top menu and select Merchants.
What do I do?
- The rate that you will charge (if any) by Card Type
- Where the revenues should be posted for surcharges
- Which account Wise-Pay should use to allocate payment against the invoice.
Create a Email Link to include a Pay Now button in the HTML body of the Invoice Email template sent from ConnectWise Batch Email Wizard.
Configure the ConnectWise Sell Order Porter integration, to accept one-time and recurring payments instantly from Order Porter.
Configure the Customer Portal for ConnectWise, to enable the Pay Now Button.
Configure Xero Payment Services, to enable the Pay Now button.
If you enable Payment Services for either Xero, ConnectWise or ConnectWise Sell. You only need to add users if you have recurring payment (Direct Debit) agreements. Any invoice can be paid via one of the payment services without the need for creating the Wise-Pay User Accounts.