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.
If your customer agreement is to have invoices paid by automatic payment (i.e. direct debit), payers do first need to be set up in Wise-Pay. Otherwise it's not a prerequisite to add your customers to Wise-Pay, as they are still able to 'Checkout as a Guest' to pay by credit card, or they are able to self-register during the payment process.
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.
How do I get there?
To add a new Payer to Wise-Pay, click on the toolbar menu, Payer Admin.
What do I do?
Here's how to do it:
- After navigating to the Payer Admin screen in Wise-Pay
- Click the + Add Payer button
- Type in the Payer Company Name.
If that Payer Company has previously been set up, the name will be returned for you to select. Please refer to the note section at the bottom of this KB for further details.
- Enter the Payer's E-mail Address. This will be the email address the payer will use to log into Wise-Pay.
- Enter the First Name and Last Name of the contact person for the Payer Company
- Click Save and Edit to save the new payer. You will then be able to save their preferred payment method/s and have the option to configure them for automatic payments if that forms part of your customer agreement.
Click Save if you don't wish to add any payment details for the new payer. Once the payer completes their Wise-Pay registration, they will be able to set up their own payment details.
Note: Wise-Pay will automatically send a Welcome Email to the payer’s email address when their payer record is created. The email contains a link for them to create a password and accept the Wise-Pay User Terms. They won't be able to log in to Wise-Pay unless they have completed their payer registration.
Before adding a Payer to Wise-Pay
Before you add a Payer to Wise-Pay, we suggest you first send an email to your customers advising them you are partnering with Wise-Pay and Payrix for payment processing, and that they should expect an email inviting them to become a Wise-Pay Payer.
For further information and template emails, see please refer to the following knowledge-base article: Invitation to New Clients - Not currently on DDR/ACH and Invitation to New Clients - Already on DDR/ACH (with previous provider).
We also strongly recommend that your Payer's complete and return the Direct Debit Authority Form that Payrix have provided in their initial welcome email to you.
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