- Getting Started with Wise-Pay (Merchants)
- Merchant Configuration
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Accepting Payments
- Getting Started - Accepting Payments
- Wise-Pay Virtual Terminal
- Getting Started - Scheduling Auto-Payments
- Payment Options
- Batch Payments
- Refunds
- Prepayments
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Payments FAQ
- FAQ- How to allow real-time payment for a Scheduled Invoice
- FAQ - What is Direct Debit
- FAQ - If a customer pays their direct debit invoice manually will it still get direct debited?
- FAQ - How do I know when payment has been processed?
- FAQ - What payment types are accepted by Wise-Pay?
- FAQ - I already have a Stripe Account, can I continue to use it?
- FAQ - Can I accept credit cards over the phone?
- FAQ- How can I configure Wise-Pay to receive payment for draft invoices
- FAQ- How to automatically cancel scheduled transaction when the invoice is modified in the Accounting Package
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Automatic Payments
- Automatic Payments
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Automatic Payments FAQ
- FAQ: How to setup Automatic Payments without Credit Card Surcharges
- FAQ - What happens if I apply a credit to an invoice due for Automatic Payment
- FAQ - How do I temporarily disable Automatic Payments for a payer?
- FAQ - Are my customers able to save their credit card details with Wise-Pay for automated payment processing?
- Billing Terms
- The Wise-Pay Dashboard
- Wise-Pay Integration
- Payment Providers
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Payer Management
- Payer Admin
- Managing Payers
- Managing Payment Methods
- Email Templates
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Payer Admin - FAQ
- FAQ - Is a Payer set up for Automatic Payments?
- FAQ - How do I Import Payers into Wise-Pay
- FAQ - Can a Payer Add Automatic Payment Terms
- FAQ - How long before a customer/client is availabe in Wise-Pay Admin
- FAQ - How do my Wise-Pay customers view their invoices?
- FAQ- How To Reset Password for Payer Account
- FAQ - How can I hide outstanding invoices that are not for Wise-Pay payment in the Outstanding Payment pod in Wise-Pay?
- Payer Support
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Wise-Pay (Merchant) Know How
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Wise-Pay FAQ
- Manage accounting connections
- Multi-Connection support in Wise-Pay
- FAQ - How do I increase my Merchant Limit?
- FAQ - How to cancel Scheduled payment
- FAQ - Send a receipt to client after credit card has been processed
- FAQ - How to edit Autotask variables in a PayNow email link
- FAQ - How to void a successful payment
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Wise-Pay Videos
- Video: How to Edit and Re-sync an Invoice
- Video: Best Practices for Accepting Pre-Payments
- Video: Best Practices for Notifications
- Video: Best Practices For Reconciling your Wise-Pay Clearing Account
- Video: Understanding Batch Payments
- Video: Wise-Pay Essentials
- Video: Wise-Pay Product Demonstration
- Wise-Pay for Xero
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Wise-Pay for Quickbooks Online
- How to create a refund where a fee needs to be refunded to a client
- FAQ - How to fix Unprocessed Payment directly applied from the Bank Statement
- Wise-Pay Overpayments in QuickBooks Online
- Wise-Pay prepayments in QuickBooks Online
- What happens if Prepayments are processed to an Incorrect Account in QuickBooks Online
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Wise-Pay FAQ
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Wise-Pay Errors and Known Issues
- Unprocessed Payments
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Wise-Pay Errors
- Transaction declined IntegraPay - Error Code: Failed Payment
- Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
- Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
- What is a Payment Error?
- Payment Errors - Failed Payment: Transaction Declined
- What is a Batch Processing Error?
- Error Saving Item in Xero. Validation Message: An error occured in Xero. Check the API Status
- Disconnected Accounting System (QBO)
- Error validating Xml data against the schema
- Your payment has NOT been processed against invoice . Error Code:Account not found. Account Code: Account not found
- Invoice partially paid in Xero/QBO but partial payment does not reflect in Wise-Pay
- Failed Transaction Error: Merchant hasn't enabled credit card payments for these payment terms and the primary payment method for this user is via credit card.
- Error Code: Error saving item in Xero. Validation Message: The contact name is already assigned to another contact.
- Known Issues
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Wise-Pay Release Notes
- Wise-Pay Release Notes (2020)
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Wise-Pay Release Notes (2019)
- Wise-Pay Update - 19 December 2019
- Wise-Pay: Version 1.6.10 Release Notes
- Wise-Pay: Version 1.6.9 Release Notes
- Wise-Pay: Version 1.6.8 Release Notes
- Wise-Pay: Version 1.6.7 Release Notes
- Wise-Pay: Version 1.6.6 Release Notes
- Wise-Pay: Version 1.6.5 Release Notes
- Wise-Pay: Version 1.6.4 Release Notes
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Wise-Pay Release Notes (2018 and older)
- Wise-Pay: Version 1.6.3 Release Notes
- Wise-Pay: Version 1.6.2 Release Notes
- Wise-Pay: Version 1.6.1 Release Notes
- Wise-Pay: Version 1.6.0 Release Notes
- Wise-Pay: Version 1.5.4 Release Notes
- Wise-Pay: Version 1.5.3 Release Notes
- Wise-Pay: Version 1.5.2 Release Notes
- Wise-Pay: Version 1.5.0 Release Notes
- Wise-Pay: Version 1.4.2 Release Notes
- Wise-Pay: Version 1.4.1 Release Notes
- Wise-Pay: Version 1.4.0 Release Notes
- Wise-Pay: Version 1.3.4 Release Notes
- Wise-Pay: Version 1.3.3 Release Notes
- Wise-Pay: Version 1.5.1 Release Notes
- Wise-Pay: Version 1.3.2 Release Notes
- Wise-Pay: Version 1.3.1 Release Notes
- Wise-Pay: Version 1.3.0 Release Notes
- Wise-Pay: Version 1.2.10 Release Notes
- Wise-Pay: Version 1.2.10 Release Notes
- Wise-Pay: Version 1.2.9 Release Notes
- Wise-Pay: Version 1.2.8 Release Notes
- Wise-Pay: Version 1.2.7 Release Notes
- Wise-Pay: Version 1.2.6 Release Notes
- Wise-Pay: Version 1.2.5 Release Notes
- Wise-Pay: Version 1.2.4 Release Notes
- Wise-Pay: Version 1.2.3 Release Notes
- Wise-Pay: Version 1.2.2 Release Notes
- Wise-Pay: Version 1.2.1 Release Notes
- Wise-Pay: Version 1.2.0 Release Notes
- Wise-Pay: Version 1.1.3 Release Notes
- Freshdesk Support Portal Help
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Incident Reports
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Incidents
- Unexpected Partial Outage for Wise-Sync and Wise-Pay, 21st December, 2018
- Unexpected Partial Outage for Wise-Sync and Wise-Pay, 8th March, 2019
- ConnectWise Sync Errors, 29th March, 2019
- Unexpected Partial Outage for Wise-Sync and Wise-Pay, 7th May, 2019
- Unexpected Outage for Wise-Sync and Wise-Pay, 8th August, 2019
- Unexpected Outage for Wise-Sync and Wise-Pay, 12th March, 2020
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Incidents