Payment Option: Configure PayNow Links

As a Merchant Administrator, you can configure PayNow links to use in a variety of ways. You can use it in Xero to get a payment for an invoice through the Xero interface, you can generate a Quicklink to get payment either through a url or through the Wise-Pay Virtual Terminal in ConnectWise, or you can use it in the ConnectWise Customer Portal.

How do I get there?

To configure your PayNow Links, click Configure from the top menu and select Merchants and click Edit Merchant > PayNow Links tab

What do I do?

This integration is a two-step process:

  1. Generate the PayNow Link in Wise-Pay
  2. Configure third-party application with PayNow Links connection details

Generate Wise-Pay Proxy from Wise-Pay

To generate proxy information, configure the settings below and click Save once done;

PayNow Link Type

Select the third-party application to configure:

  • Xero 
  • Quicklink (Merchant-use only)
  • ConnectWise Customer Portal
  • Event Notification
Click to generate the PayNow Links Information. Once generated the PayNow Links will be displayed in the list of PayNow Links as an active payment link.

Click Display to view the record in the PayNow Links Details popup. The following fields are displayed:

PayNow Link TypeThis is the third-party application being configured

API Key: API key generated in Wise-Pay

URL: The URL that the third-party application will use to submit recurring Payments

Configure third-party application with PayNow Links details

Configure Xero PayNow Link 

Step 1: Generate PayNow Url in Wise-Pay

  1. Click Configure
  2. Click Merchant
  3. Click Edit
  4. Click PayNow Links Tab
  5. Select the PayNow Link Type: Xero
  6. Click Generate
  7. Click on: Display
  8.  Copy the following details into the Xero Payment Services Configuration Screen in the following steps: 


The above values are for illustration, your settings will be displayed and need to be copied exactly.

Step 2: Copy PayNow Link to Xero

  1. Log into Xero
  2. Click Settings
  3. Select General Settings
  4. Select Invoice Settings
  5. Click on Payment Services button at the top of the Invoice settings page
  6. Click + Add Payment Service button
  7. Select from the list: Custom Payment URL
  8. Enter Wise-Pay in the Name field
  9. Enter the URL into Your Custom URL field

Step 3: Apply Payment Services

To enable payment services for invoices, you need to set each branding theme to use Wise-Pay

  1. Click on Managed Theme
  2. Select Wise-Pay
  3. Click Save

Configure a Quicklink 

Step 1: Create a Quicklink

  1. Click on the Configure Menu > Merchants at the top
  2. Click on the Edit icon 
  3. Click on the PayNow Links Tab on that Top application tabs.
  4. Select Quick Link from the link type drop down list
  5. Click Generate.
  6. Click on Display to display the link
  7. Copy the Quick link URL including the long TransactionId
  8. Press Save 
  9. Bookmark the url 
  10. If you wish to configure the Quicklink in ConnectWise, move onto to Step 2


    Quicklinks are for Merchant-use only, they are not to be provided to your customers to use.
    Read more about the power of Quicklinks here.

Step 2: Create the Custom User Menu in ConnectWise

  1. In ConnectWise, click on the Setup Tables
  2. Search for "Custom Menu Entry"
  3. Create a New Custom Menu Entry
  4. Enter the Title: Wise-Pay Virtual Terminal
  5. Enter the Quick Link copied from Step 1 into the Link field
  6. Download the Wise-Pay Logo and save this in a place to access later
  7. Access the place where you saved the file (you will need to change the file filter to include png files)
  8. Uncheck the "Open in New Window" checkbox.
  9. Select which Locations should be excluded (if you want to limit access to this menu).
  10. Press Test - To ensure that the link has been saved correctly, if it does not work, repeat the process at Step 1.
  11. Press Save, your link will be visible when you close and reopen ConnectWise.


    Virtual Terminal will only display the outstanding payment details for an invoice, not any customer details - it is important that you confirm details with the customer to ensure that you are paying the correct invoice.

Configure Event Notification
Coming Soon
Configure ConnectWise Customer Portal
  1. Log into ConnectWise
  2. Click System
  3. Click Setup Tables
  4. Search for Portal Configuration
  5. Edit Portal Configuration
  6. Click on the Invoices Tab
  7. Select Yes to enable online payments if it is presently disabled
  8. Select Authorize.Net from the Payment Processor
  9. Enter the Transaction Key into both API Login and Transaction Key
  10. Enter the Live URL into the URL
  11. Test Transactions - ConnectWise will simply test that the connectivity to the Wise-Pay processor is active, no test transactions are processed.
  12. Click Save

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