Adding your customers (i.e. 'payers') to Wise-Pay provides them with access to the Wise-Pay portal where they can manage their payment methods, access copies of invoices and pay their outstanding invoices. It also allows you to have invoices paid by automatic payments (i.e. Direct Debit), if this forms part of your customer agreement.
If your customer is manually paying their invoices, it's not a prerequisite to have them added to Wise-Pay, as they are still able to 'Checkout as a Guest' to pay by credit card. Alternatively, they are able to self-register during the payment process if they wish to pay via bank debit/ACH.
Having a free Wise-Pay payer account will allow your customers to pay you by bank debit, schedule payments for a future date and access saved their payment methods when they are paying an invoice via a Pay Now button/link. Click here to read more about Wise-Pay for Payers.
Creating a Payer record
- To add a new Payer to Wise-Pay, click on the Payer Admin option in the toolbar.
- Click the + Add Payer button
- Payer Company Name: type in the customer's company name
If that Payer Company has previously been set up, the name will be returned for you to select, otherwise you can manually enter it in. Please refer to the note section at the bottom of this KB for further details.
- Enter the customer's Email Address.
This will be the email address the payer will use to log into Wise-Pay and the address any event notifications will be sent to.
- Enter the customer's First Name and Last Name
- EITHER click Save and Edit OR Save:
- Save and Edit: This will create the payer record for your customer and allow you to save their preferred payment method/s. It also gives you the option to configure them for automatic payments, if that forms part of their customer agreement.
- Save: This will simply create the payer record for your customer if you either don't wish to save any payment details for them, or you would like them to do this themselves once they complete their Wise-Pay registration (after clicking the link in the Welcome to Wise-Pay email).
Note: You are able to send this article to your customers which will guide them through the Wise-Pay onboarding flow. A link to this article is also provided in the Welcome to Wise-Pay email they will receive.
- A Welcome to Wise-Pay Email will automatically be sent to the payer’s email address when their payer record is created. This email contains a link for them to create a password and accept the Wise-Pay User Terms, it also contains some key facts about what Wise-Pay can do for them, as well as a link to the article referred to in step 6 above.
For NEW Merchants migrating payers to Wise-Pay
When we bulk import your customers into Wise-Pay, we have the option to automatically send them a Welcome to Wise-Pay email. If you would like to give them prior notification before they receive this email, you are able to first send them an email advising them you are partnering with Wise-Pay for payment processing, and that they should expect an email inviting them to become a Wise-Pay Payer (once their Wise-Pay payer record has been created).
For further information and suggested email templates, refer to the following articles: Invitation to New Clients - Not currently on Automatic Payments (with previous provider) and Invitation to New Clients - Already on Automatic Payments (with previous provider).
It is recommended that the payer company exists in ConnectWise and/or your accounting package before you add the payer to Wise-Pay.
If you need to create a payer for a company that does not yet exist in your Accounting system, please ensure that you enter the name exactly as it appears in ConnectWise ('The Company Name').
The Wise-Pay Payer Company is a free text field, so the information that appears is only a suggested match, and is not a requirement for you to select an item in the list.
Adding a Payer during the Pay Invoice flow
You are also able to add a payer during the Pay Invoice flow when you are taking a payment on a payer's behalf. Refer to Taking payments for a single invoice for details.