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Wise-Pay Merchant Support
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Wise-Pay Webinars
Previous Open Mic Webinars - AU/NZ
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Accepting Payments
Payment Options
How your Customers can pay you
Taking Payments for Outstanding Invoices
Taking Payments for a Single Invoice
How to Take a Prepayment
How to handle Prepayments in Xero
How To Schedule a Payment For an Outstanding Invoice
Configure: Merchant PayNow Quicklink
How to handle Prepayments in Quickbooks Online (QBO)
In-Person (Card Present) Payments
ConnectWise PSA Payment POD
Automatic Payments
Wise-Pay Automatic Payments Overview
Configure Automatic Payments
Set up Billing Terms
Syncing to Schedule Automatic Payments in ConnectWise
Syncing to Schedule Automatic Payments for Datto Autotask PSA
FAQ: How to setup Automatic Payments without Credit Card Surcharges
Wise-Pay Virtual Terminal
The Wise-Pay Virtual Terminal
How to Use a PayNow Quicklink or the Virtual Terminal to Take Payments
Batch Payments
What are Batch Payments
How to Make Batch Payments
How To Handle Batch Overpayments
How to Add or Remove an Invoice from a Batch
Wise-Pay Overpayments in Xero and QuickBooks Online
Refunds
Payrix Refunds: How to refund when the payer wants to pay through another payment method
Payrix Refund: How to process a refund for a paid invoice that has an incorrect amount?
Payrix Refund: How to Refund When An Invoice Has Been Paid Twice
Processing Refunds in WisePay (GPI & Ezidebit)
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- 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
FAQ- Are payments processed for expired credit cards?
Wise-Pay Integration
Wise-Pay Integration
How To Integrate Wise-Pay as a Payment Proxy to ConnectWise Manage
Wise-Pay Integration - ConnectWise Customer Portal
Wise-Pay Integration - ConnectWise (Legacy) Customer Portal
Wise-Pay Integration - DeskDirector
Wise-Pay Integration - ITSupportPanel
Wise-Pay Integration - CloudRadial
ConnectWise CPQ (formerly Sell) Integration (Order Porter Quote payments)
ConnectWise CPQ (formerly Sell): Reconciling quote payments in the Accounting Package
Payrix Migration to GPI
PCI Assure FAQ's and Enrollment Guide
Datagate Integration
Payer Management
Managing Payers
Adding Customers to Wise-Pay i.e. creating a Payer Record
Managing Payment Methods for Payers
Manage Automatic Payment Terms for Payers
Edit Payer Details
Search for a Payer
Manage Payers
Manage Company Name for Payers
Delete a Payer
Manage Inactive Payers (Payrix)
Email Templates
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
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 do I temporarily disable Automatic Payments for a payer?
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?
Wise-Pay (Merchant) Know How
The Wise-Pay Dashboard
Wise-Pay Merchant Dashboard
The Outstanding Payments Widget
The Scheduled Payments Widget
The Past Payments Widget
The Transaction Failures Widget
Wise-Pay Dashboard Refresh
How to View Transaction History
Wise-Pay FAQ
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 void a successful payment
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
Xero Conversion Invoices
FAQ - How to void a surcharge invoice in Xero
What happens if Prepayments are processed to an Incorrect Account in Xero
FAQ - If I void an invoice in Xero, will it stop the Automatic Payment in Wise-Pay?
What are Pre-Payments in Xero and how do I handle them?
Reconciling a Wise-Pay Clearing Account with no Pre-Payments
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
QBO Reconciliation Process
Wise-Pay for Datto Autotask PSA
Set up a Payment Term in Datto Autotask PSA
FAQ - How to edit Autotask variables in a PayNow email link
Wise-Pay Webinars
Previous Open Mic Webinars - US/UK
Save Time and Improve your Accounts Processes with Wise-Pay
How and When to Talk to your Customers about Wise-Pay
Feature Webinar: Wise-Pay New Payment Experience
Wise-Pay Mastery
Wise-Pay: Prepayments & Overpayments Overview
Wise-Pay: Basics 101
Wise-Pay: Creating & Managing Notifications
Wise-Pay: Reconciling the Clearing Account
Wise-Pay: Managing Prepayments
Wise-Pay: Handling Overpayments
Wise-Pay: Authorizations
Wise-Pay: Cost of Accepting Credit Cards
Wise-Pay: Refunds
Wise-Pay: Automatic Payment Reconciliation
Wise-Pay: How to Handle Prepayments
Wise-Pay: Unmatched Automatic Payments
Wise-Pay: Event_Notifications
Wise-Pay: Automatic Payments
Previous Open Mic Webinars - AU/NZ
Save time and improve your Accounts processes with Wise-Pay - AU/NZ
Wise-Pay: How to talk to your clients about Wise-Pay
Wise-Pay: Basics 101 AU/NZ
Wise-Pay: Mastery 201
Wise-Pay: Automatic Payments
Wise-Pay: Reconciling the Clearing Account
Wise-Pay: Prepayments & Overpayments
Wise-Pay: Creating & Managing Notifications
Wise-Pay: Managing Prepayments
Wise-Pay: Handling Overpayments
Wise-Pay: Authorisations
Wise-Pay: Processing Refunds
Wise-Pay: Cost of Accepting Credit Cards
Wise-Pay: How to Handle Prepayments
Wise-Pay: Unmatched Automatic Payments
Wise-Pay: Automatic Payments
Wise-Pay: Automatic Payments
Wise-Pay: Reconciling Automatic Payments (AU/NZ)
Onboarding Webinars
Session 1 - Wise-Pay Configurations
Session 2 - Payers & Automatic Payments
WisePay Essentials
Merchant Configuration
Merchant Configuration
Merchant Configuration
Credit Card Surcharges Overview
Terms and Disclaimers
Company Branding
Configure Settlement Groups for Prepayments
Wise-Pay Standalone: Xero or Quickbooks Online only
WisePay for ConnectWise PSA
Automatic Payments for WisePay for ConnectWise PSA
Payment Providers
Payrix
Authorize.Net
Braintree
Stripe
Global Payments
Ezidebit Payments
Payment Services
Configure Payment Services
Payment Option: Configure Proxy Links for Third-Party Applications
Payment Option: Configure PayNow Links
Payment Option: Configure PayNow Links for Emailed Invoices
Payment Options: Datto Autotask PSA PayNow Email Links
Payment Option - Xero PayNow Link
Configure: Wise-Pay Virtual Terminal (Quicklink)
Notification Configuration
Wise-Pay Event Notifications
Configure Wise-Pay Event Notifications
FAQ: What are notification Placeholders?
Accounting Connections
Manage accounting connections
Multi-Connection support in Wise-Pay
Payer Support
Getting Started with Wise-Pay
Wise-Pay for Payers: Overview of the Payer Dashboard
How to access Wise-Pay
Setting up my Wise-Pay Payer Account
FAQ: Being a Wise-Pay Payer
Pay an Invoice
How to Pay an Invoice from a Pay Now link
How To Pay an Invoice from the Wise-Pay Portal
How to Make Batch Payments
Wise-Pay Dashboard: Troubleshooting guide
Access Wise-Pay
Payers: How to Log Into Wise-Pay
Reset your Wise-Pay password
Two Factor Authentication (2FA) for Payer Accounts
Manage my Wise-Pay Account
Manage my Wise-Pay Account
Introduction to Wise-Pay Payer Dashboard
How to Edit User Details for My Account
Managing Credit Card Details
Managing Bank Account Details
Add a New Zealand Bank Account
Payer FAQ
FAQ - I am a Payer and I don't have any events to select from
FAQ: Two Factor Authentication
Errors
Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
Late Rejections
Getting Started with Wise-Pay
Getting Started with Wise-Pay
How to log in to Wise-Pay
Wise-Pay Activation Guide
Sign Up to Wise-Pay
Using a Wise-Pay Clearing Account
Creating/Maintaining Wise-Pay Users
Manage Wise-Pay User Access
Incident Reports
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
Issues accessing Wise-Sync via ConnectWise Manage Quicklink
Unexpected Outage for Wise-Sync and Wise-Pay, 9th June, 2020
Wise-Pay Release Notes
Wise-Pay Release Notes (2020+)
Wise-Pay Release Updates
Wise-Pay Release Notes 2021
Wise-Pay Update - 7 December 2020
Wise-Pay Update - 29 September 2020
Wise-Pay Update - 17 August 2020
Wise-Pay Update - 29th June 2020
Wise-Pay Update - 25th May 2020
Wise-Pay Update - 21 April 2020
Wise-Pay Update - 23 March 2020
Wise-Pay Update - 17 February 2020
Wise-Pay Update - 20 January 2020
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
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
Emails from Support
Office 365 Domain Whitelisting
Wise-Pay Errors and Known Issues
Unprocessed Payments
Unprocessed Payment: Error: Organisation accounts are locked on the specified payment
Fix Unprocessed Payments: Payment can only be made against Authorised Documents.
Unprocessed Payment: Payments can only be applied to invoices that are awaiting payment
Handling Overpayments where an amount is debited that is greater than a revised invoice amount
Known Issue: Updating a payment in the PSA has not been implemented with the NPE flow
Xero Known Issues
Xero Validation Errors
Extended Product ID Length Handling
Xero Validation Error: Price List Item Code must not be more than than 30 characters long
Known Issue: New Reports have limited functionality
Unmatched Payments
Unmatched Automatic Payments
Wise-Pay Errors
Transaction declined Payrix - 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
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
(Resolved) Known Issue: Xero API Major Outage May 04 2020
Known Issue: Sometimes searching for Payers in the Invoice Batch screen returns no results
Known Issue: Previously batched Procurement Item Posting in Export when default packing slip ID is used
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Related Articles
Save time and improve your Accounts processes with Wise-Pay - AU/NZ
Wise-Pay: How to talk to your clients about Wise-Pay
Wise-Pay: Basics 101 AU/NZ
Wise-Pay: Mastery 201
Wise-Pay: Automatic Payments
Wise-Pay: Reconciling the Clearing Account
Wise-Pay: Prepayments & Overpayments
Wise-Pay: Creating & Managing Notifications
Wise-Pay: Handling Overpayments
Wise-Pay: Authorisations
Wise-Pay: Processing Refunds
Wise-Pay: Cost of Accepting Credit Cards
Wise-Pay: How to Handle Prepayments
Wise-Pay: Unmatched Automatic Payments
Wise-Pay: Automatic Payments
Wise-Pay: Automatic Payments
Wise-Pay: Reconciling Automatic Payments (AU/NZ)
Wise-Pay: Managing Prepayments
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