- Getting Started with Wise-Pay (Merchants)
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Accepting Payments
- 5. Getting Started - Accepting Payments
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6. Getting Started - Scheduling Auto-Payments
- What Are Automatic Payments?
- Configure Automatic Payments and Billing Terms
- 6.3 Adding Wise-Payers & Configuring Auto-Payments
- 6.4 Syncing to Schedule Auto-Payments
- Invitation to New Clients - Not currently on DDR/ACH
- Invitation to New Clients - Already on DDR/ACH (with previous provider)
- Optional: Notifying Your Clients About Wise-Pay Automatic Payments
- User Management
- Payment Providers
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Wise-Pay Merchant Admin Support Portal
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1. Getting Started - Wise-Pay Setup
- Getting Started - Wise-Pay Onboarding Overview
- Getting Started: Step 1.1 - Signing Up
- Getting Started: Step 1.2 - Selecting your Payment Provider
- Getting Started: Payment Provider - IntegraPay
- Getting Started: Payment Provider - BrainTree
- Getting Started: Payment Provider - Stripe
- Getting Started: Payment Provider - IntegraPay (GlobalPay)
- Getting Started: Payment Provider - Authorize.Net
- Getting Started: Integrated 3rd Party Payment Providers
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2. Getting Started - Merchant Configuration
- Step 2.1 - Configure Merchant Accounts
- Step 2.2 - Configure: Terms & Disclaimers
- Step 2.2.1 - Default: Terms & Disclaimers (AU & NZ)
- Step 2.2.2 - Default: Terms & Disclaimers (US)
- Step 2.3 - Configure: Wise-Pay Virtual Terminal (Quick Link)
- Step 2.4a - How to Configure Basic Settings for Merchant Accounts
- Step 2.4b - How To Configure Advanced Settings for Merchant Account
- Template: Direct Debit Service Agreement (AU)
- Step 2.5 - Configure: Bank Reconciliation Groups for IntegraPay
- Step 2.6 - Configure: draft invoices approved for payment
- Step 2.7 - Configure: Append Company name to Payer
- Step 2.8 - Configure: Pay Scheduled Invoices
- Mechant Configuration: Authorize.Net (Setup)
- Merchant Configuration: BrainTree
- Merchant Configuration: Stripe
- Merchant Configuration: Integrapay
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3. Getting Started - Payment Services
- Getting Started: Step 3 - Configure Payment Services
- Payment Options - How To Configure Allowed Credit Cards and Surcharges
- Payment Options - PayNow Email Link - ConnectWise Invoice Template
- Payment Options - PayNow Email Links - Autotask
- Payment Options - Proxy: ConnectWise Customer Portal
- Payment Options - Payment Services: Xero PayNow
- Wise-Pay Integration - DeskDirector
- Payment Options - Proxy: QuoteWerks Portal
- Payment Options - Proxy: Quosal Order Porter
- Wise-Pay Integration - ITSupportPanel
- Wise-Pay Integration - CloudRadial
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4. Getting Started - Payer Admin
- Payer Admin: Overview
- Payer Admin: 4.1 - Wise-Pay Account Branding
- Payer Admin: 4.2 - Terms & Disclaimers
- Payer Admin: 4.3 - Creating Wise-Payers
- Payer Admin: 4.4 Wise-Payer Registration Flow
- Payer Admin: 4.5 - Credit Cards & Bank Accounts
- Payer Admin: 4.6 - Auto Payments
- Account Branding: Setup Wise-Pay Account Branding
- 7. Getting Started - The Wise-Pay Dashboard
- 8. Getting Started - How To Manage Payers
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Errors
- Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
- Fix Unmatched Auto-Payments: Couldn't find a Payer
- Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
- Known Issues
- Payers - Client Information
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1. Getting Started - Wise-Pay Setup
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Wise-Pay (Merchant) Know How
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How To Articles
- How To Log Into Wise-Pay
- Configure Notifications: Payers Account
- How to process a refund for a paid invoice that has an incorrect amount?
- Configure Notifications: User / Company Accounts
- Configure Notifications: Merchant Admin Accounts
- QBO: How to create a refund where a fee needs to be refunded to a client
- How to delete a Payer
- How to Manage Automatic Payments
- QBO: Fix Unprocessed Payment when payment is being directly applied from the Bank Statement.
- What Happens if Pre-Payments were processed to an incorrect Account
- Merchant Account Configuration
- Reconcilitation Overview for QuickBooks Online (Stripe Merchants)
- Wise-Pay Overpayments in QuickBooks Online
- Wise-Pay Overpayments in Xero
- Manage (add / remove) invoices applied in a Batch Payment
- Fix Unprocessed Payments: Payment can only be made against Authorised Documents.
- What are Pre-Payments in Xero and how do I handle them?
- Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
- Error Applying Payment: Unable to apply payment to Xero Invoice
- How to: Void a Surcharge Invoice
- What are Pre-Payments in QBO and how do I handle them?
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FAQ
- Does Wise-Pay automatically handle the Payment surcharge?
- Credit Card Surcharges Guidelines
- I have added a new customer in ConnectWise but they aren't available in Wise-Pay
- Is a Payer set up for Auto-Payments?
- FAQ - What are Wise-Pay Notifications
- What is a Processing Error
- How to Manage Proxy Links for Third-Party Applications
- How to add a New Zealand Bank Account
- What is a payment error?
- FAQ - How do I increase my Merchant Limit?
- What is AVS (Address Validation)
- How To Configure Payment Processor Account API Keys
- FAQ - What is AVS (Address Validation)
- How do I Import Payers into Wise-Pay
- FAQ - How do I refresh Wise-Pay Billing Terms
- Can a Payer add Auto-Payment Terms
- FAQ - Can a Payer Add Auto-Payment Terms
- FAQ - What is the difference between Processing Errors and Payment Errors?
- What are Batch Payments - Over Payment
- FAQ- How to Allow Real-Time Payment for a Scheduled Invoice
- How to create a refund where a fee needs to be refunded to a client (QBO)
- FAQ - Is a Payer set up for Auto-Payments?
- What are Overpayments in QuickBooks Online
- FAQ: How to setup Auto-Payments without Credit Card Surcharges
- What are Overpayments in Xero
- FAQ - How do I log into the Wise-Pay Portal?
- FAQ - What is the cost for additional users?
- Prepayments- What are they?
- What happens if pre-payments are processed to an incorrect account?
- FAQ - If I void an invoice in Xero, will it stop the Auto-Payment in Wise-Pay?
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New Feature
- New Feature: Add Signature when accepting Terms and Disclaimers
- Notifications
- New Feature: Batch Payments Overpayment
- New Feature: Pre-Payment Settlement Deposit Grouping (IntegraPay Only)
- New Feature: Merchant Payer now includes Company Name.
- New Feature: Allow a Payer to make payment on an invoice that is in Draft.
- New Feature - Batch Pay Multiple Invoices
- New Feature - Account Action Buttons
- New Feature: Ability to Import Payers into Wise-Pay
- New Feature: The ability to configure the Invoice.
- New Feature: Auto Payments can be processed based on Invoice Due Date.
- New Feature: Check scheduled bank debits against invoice due balance prior to the day of payment.
- New Feature: User Icon.
- New Feature: Payer > Ability to rename Payer Company Name
- New Feature: Dashboard > Preload Outstanding Payments
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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
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How To Articles
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Wise-Pay Merchant Company Support Portal
- Merchant Admininstrator
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How To Articles
- How to process a refund for a paid invoice that has an incorrect amount?
- How to refund when the payer wants to pay through another payment method
- How to refund when the invoice has been paid twice?
- How to configure Notifications for Payers
- Notifications: Merchant Admin Accounts
- How to Override Surcharges?
- How to use a Wise-Pay Clearing Account
- How do I refresh Wise-Pay Billing Terms?
- How to increase my Merchant Limit
- How do I setup Auto-Payments without Credit Card Surcharges
- How do I refresh Wise-Pay Billing Terms?
- How do I increase my Merchant Limit?
- How to add or remove an invoice from a batch
- How to void a surcharge invoice
- How to delete a Payer
- Wise-Pay Prepayments in Xero
- What are Pre-Payments and how do I handle them?
- How do I enable Discover?
- How to View a Transaction Declined Error Code?
- Payer Admin
- Auto-Payments
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Configuration
- Update to Multi- Connection Settings
- Update to Multi-Connection Settings and Event Notifications
- Configuring Credit Card Surcharges
- ConnectWise Sell Proxy
- Branding
- ConnectWise Customer Portal
- Email Link for ConnectWise Invoices
- Virtual Terminal (Quick Link)
- Terms and Disclaimers
- IntegraPay Merchant Settings
- Authorize.Net Merchant Settings
- BrainTree Merchant Settings
- Stripe Merchant Settings
- Xero Pay Now
- Getting Started
- Errors
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Wise-Sync Release Notes
- Wise-Sync Release Notes (2019)
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Wise-Sync Release Notes (2018)
- Wise-Sync: Version 4.6.3 Release Notes
- Wise-Sync: Version 4.6.2 Release Notes
- Wise-Sync: Version 4.6.1 Release Notes
- Wise-Sync: Version 4.6.0 Release Notes
- Wise-Sync: Version 4.5.4 Release Notes
- Wise-Sync: Version 4.5.3 Release Notes
- Wise-Sync: Version 4.5.2 Release Notes
- Wise-Sync: Version 4.5.1 Release Notes
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Wise-Sync Release Notes (2017)
- Wise-Sync & Wise-Pay Release Notes
- Wise-Sync: Version 4.5.0 Release Notes
- Wise-Sync: Version 4.4.2 Release Notes
- Wise-Sync: Version 4.4.1 Release Notes
- Wise-Sync: Version 4.3.24 Release Notes
- Wise-Sync: Version 4.3.23 Release Notes
- Wise-Sync: Version 4.3.22 Release Notes
- Wise-Sync: Version 4.3.21 Release Notes
- Wise-Sync: Version 4.3.20 Release Notes
- Wise-Sync: Version 4.3.19 Release Notes
- Wise-Sync: Version 4.3.19 Release Notes
- Wise-Sync: Version 4.3.18 Release Notes
- Wise-Sync: Version 4.3.18 Release Notes
- Wise-Sync: Version 4.3.17 Release Notes
- Wise-Sync: Version 4.3.16 Release Notes
- Wise-Sync: Version 4.3.15 Release Notes
- Wise-Sync: Version 4.3.14 Release Notes
- Wise-Sync: Version 4.3.13 Release Notes
- Wise-Sync: Version 4.3.12 Release Notes
- Wise-Sync: Version 4.3.11 Release Notes
- Wise-Sync: Version 4.3.10 Release Notes
- Wise-Sync: Version 4.3.9 Release Notes
- Wise-Sync: Version 4.3.8 Release Notes
- Wise-Sync: Version 4.3.7 Release Notes
- Wise-Sync: Version 4.3.5 Release Notes
- Wise-Sync Update: Enhanced Security for PCI Requirements (Error: Unable to load Wise-Sync within ConnectWise)
- Wise-Sync: Version 4.3.4 Release Notes
- Wise-Sync Update: Change of IP Address
- Wise-Sync: Version 4.3.6 Release Notes
- Wise-Sync: Version 4.3.6 Release Notes
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Wise-Pay Release Notes
- Wise-Pay Release Notes (2019)
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Wise-Pay Release Notes (2018)
- 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 1.5.1 Release Notes
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Wise-Pay Release Notes (2017)
- 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 1.3.2 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 1.2.9 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 1.2.10 Release Notes
- Wise-Pay: Version 1.1.3 Release Notes
- Wise-Pay: Version 1.1.1 Release Notes
- Wise-Pay: Version 1.1.0 Release Notes
- Wise-Pay: Version 1.1.2 Release Notes
- Wise-Pay: Version 1.0.0 (Alpha) Release Notes
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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
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Incidents
- Freshdesk Support Portal Help