Syncing to Schedule Auto-Payments for Datto Autotask PSA

Applies to: Datto Autotask PSA, Xero and QuickBooks Online

Prior to scheduling Auto-Payments, ensure you have:

  • Read the Auto-Payments Overview
  • Added Terms & Disclaimers
  • Configured Auto-Payment settings & Billing Terms
  • Created & configured Wise-Pay Clearing Account
  • Added Wise-Pay Payers, with a bank account or credit card saved on file and auto-pay terms applied

Here's how to do it:  

    1. Log into Datto Autotask PSA
    2. Create the Invoice
    3. Ensure that the invoice is using the correct Payment Term that has been configured in Wise-Pay
    4. Ensure the invoice date is set to allow the due date to work with the appropriate payment term
    5. Process the invoice
    6. Sync the invoice

Note: Sync results post a warning message indicating that a matched Billing term was successfully scheduled for auto-payment processing after syncing the invoice.

Scheduled Payments Widget

To learn more about the Scheuduled Payments widget refer to The Scheduled Payment Widget.

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