- Getting Started with Wise-Pay
-
Merchant Configuration
- Merchant Configuration
- Payment Providers
-
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 Option - Xero PayNow Link
- Configure: Wise-Pay Virtual Terminal (Quick Link)
- ConnectWise (Legacy) Customer Portal
- Payment Options - PayNow Email Links - Datto Autotask PSA
- Configure Payment Services
- Notification Configuration
- Accounting Connections
-
Accepting Payments
- Payment Options
- Automatic Payments
- Wise-Pay Virtual Terminal
- Batch Payments
- Refunds
-
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 - 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
- FAQ- Are payments processed for expired credit cards?
- Wise-Pay Integration
-
Payer Management
- Managing Payers
- Email Templates
-
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?
-
Wise-Pay (Merchant) Know How
- The Wise-Pay Dashboard
- Wise-Pay FAQ
-
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
- Reconnect your Xero company
- 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
- Wise-Pay for Datto Autotask PSA
-
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
- Xero Known Issues
- Unmatched Payments
-
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
-
Unprocessed Payments
-
Wise-Pay Release Notes
- Wise-Pay Release Notes (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
-
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
-
Incidents
- Payer Support
-
Wise-Sync Open Mic Webinars
- Webinar Schedules
- Previous Open Mic Webinars - US/UK
-
Previous Open Mic Webinars - AU/NZ
- Wise-Sync: Top Errors Resolved
- Wise-Sync: Expenses - AU/NZ
- Wise-Sync: Inventory - The Next Steps
- Wise-Sync: Procurement & the Supplier-Invoice
- Wise-Sync: Tracking Codes & Categories
- Wise-Sync: GL Mapping
- Wise-Sync: Supplier Invoice Process
- Wise-Sync: GL Mapping Review
- Wise-Sync: Tracking Codes & Classes (AU/NZ)
- Wise-Sync: Inventory - Get Back in Sync (AU/NZ)
- Wise-Sync: Procurement & the Supplier-Invoice Process
- Wise-Sync: Managing Expenses (AU/NZ)
- Wise-Sync: Top 5 Errors Resolved
-
Wise-Pay Open Mic Webinars
-
Previous Open Mic Webinars - US/UK
- 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
- Wise-Pay: Basics 101 AU/NZ
- Wise-Pay: Automatic Payments
- Wise-Pay: Creating & Managing Notifications
- Wise-Pay: Reconciling the Clearing Account
- Wise-Pay: Managing Prepayments
- Wise-Pay: Handling Overpayments
- Wise-Pay: Authorisations
- Wise-Pay: Cost of Accepting Credit Cards
- Wise-Pay: Processing Refunds
- Wise-Pay: Reconciling Automatic Payments (AU/NZ)
- Wise-Pay: How to Handle Prepayments
- Wise-Pay: Automatic Payments
- Wise-Pay: Automatic Payments
- Wise-Pay: Unmatched Automatic Payments
-
Previous Open Mic Webinars - US/UK
Related Articles
- Wise-Pay: Basics 101 AU/NZ
- Wise-Pay: Automatic Payments
- Wise-Pay: Creating & Managing Notifications
- Wise-Pay: Managing Prepayments
- Wise-Pay: Handling Overpayments
- Wise-Pay: Authorisations
- Wise-Pay: Cost of Accepting Credit Cards
- Wise-Pay: Processing Refunds
- Wise-Pay: Reconciling Automatic Payments (AU/NZ)
- Wise-Pay: How to Handle Prepayments
- Wise-Pay: Automatic Payments
- Wise-Pay: Automatic Payments
- Wise-Pay: Unmatched Automatic Payments