Applies to: Datto Autotask PSA, Xero & QuickBooks Online
To process automatic payments, Datto Autotask PSA payment terms are mapped to Wise-Pay billing terms. If you need to create a Wise-Pay billing term, you need to create a new Payment Term and Invoice Template in Datto Autotask PSA.
What do I need to do?
The first step is to create a payment term in Datto Autotask PSA. Here's how to do it:
- In Datto Autotask PSA, go to Admin > Features and Settings > Finance, Accounting & Invoicing
- Select Payment Terms
- Add New Terms
Next you'll need to create a new Invoice Template in Datto Autotask PSA and map it to the new Payment Term. Here's how to do it:
- In Datto Autotask PSA, go to Admin > Features and Settings > Finance, Accounting & Invoicing
- Select Invoice Templates
- Add New Invoice Templates
Note: You may copy from an old Wise-pay Invoice Template
- Update the Name, Description and the Payment Terms
- Click Save
Next Step:
Set up Billing Terms in Wise-Pay and match it with the Payment Terms in Autotask PSA. See Set up Billing Terms.