How To Manage Payers

A Wise-Pay payer administrator has the ability to create and manage payers. As a merchant or payer administrator, you can add new payers and manage existing payers through the Payer Company Access page (accessible through the Payer Admin menu).  

To be able to perform the payer management functions, the Allow Company Access user right must be selected for the user. REFERENCE TO USER ACCESS MANAGEMENT article.

A payer administrator can perform the following actions on payers:

Icons for Easy Access

The Payer Company Access page uses various icons with a dynamic coloring scheme to describe the status of credit cards, bank accounts, and automatic payment mappings. These icons dynamically change colors based on the user or system actions. For example, the credit card icon turns red when it has expired or there are transaction errors. The following icons are displayed for each payer record:

  • : Represents a credit card for the payer.
  • : Represents a bank account
  • : Represents no automatic payment term configuration
  • : Indicates one or more auto-payment terms have been configured for this payer.
  • : Indicates the number of auto-payment terms configured for this payer.

A purple icon indicates that the auto-pay configuration has been done by the payer.

Credit Cards

  • : No Credit Card 
  • : Saved Credit Card with no transactions 
  • : Credit Card with no errors on transactions 
  • : Expiring Credit Cards 
  • : Expired Credit Cards & Transaction Failures 

Bank Accounts

  • : No Bank Account
  • : Saved Bank Account with no transactions 
  • : Bank Account with no errors on transactions  
  • : Bank Account with payment error 
  • : Invalid Bank Accounts 

Auto-Pay Mappings

  • : No Auto-Pay mapping 
  • : Auto-Pay mapping with no errors 

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