As a Wise-Pay Merchant, you are able to update the details of any payers registered to your account.
How do I get there?
To edit a payer's details, Click Payer Admin from the top menu and click the Edit icon ( )
What do I do?
On the General tab, modify one or more of the following fields: First Name, Last Name, Email and Contact Number
You can also use any of the following payment management features for a payer:
- Change Password: Enables you to password for this payer. Click this button and specify the old and new password. You must know the existing password.
- Send Password Reset Link: Enables you to send a password reset link to the payer's email.
- Send Wise-Pay Welcome Email: Enables you to send the welcome email with a password setting link. Use this option if the payer did not get the welcome email for some reason.
Pay Invoice flow
You are also able to update your payer's details during the Pay Invoice flow when you click edit next the selected Payer's details.
Refer to this KB for details.
To understand the color coding for icons, see How To Manage Payers