In this webinar, you'll learn all about:
- How and why to sync Inventory
- Essential settings to review in your ConnectWise Manage system
- Key concepts and our tips & tricks
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Accepting Payments
- Payment Options
- Automatic Payments
- Wise-Pay Virtual Terminal
- Batch Payments
- Refunds
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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
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Payer Management
- Managing Payers
- Email Templates
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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?
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Wise-Pay (Merchant) Know How
- The Wise-Pay Dashboard
- Wise-Pay FAQ
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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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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
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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
- Freshdesk Support Portal Help
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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
- 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
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Incidents
- Wise-Sync Open Mic Webinars
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Wise-Pay Open Mic Webinars
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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
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Previous Open Mic Webinars - AU/NZ
- Wise-Pay: Basics 101 AU/NZ
- Wise-Pay: Mastery 201
- Wise-Pay: How to talk to your clients about Wise-Pay
- 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)
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Previous Open Mic Webinars - US/UK
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Wise-Pay Errors and Known Issues
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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
- Unmatched Payments
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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
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Unprocessed Payments
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Merchant Configuration
- Merchant Configuration
- Payment Providers
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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
- Payer Support
- Getting Started with Wise-Pay
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Wise-Pay Release Notes
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Wise-Pay Release Notes (2020+)
- 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
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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
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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
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Wise-Pay Release Notes (2020+)