We are always striving to make Wise-Pay better, to make it more user friendly for both you and your customers so you can get paid faster and spend more time doing what's important.
See what's new in Wise-Pay!
October 2023
- 2FA
- All users accessing Wise-Sync will be required to enter a two-factor authentication (2FA) code when they log in. To simplify this process, those who have not yet configured 2FA via an authenticator app will automatically have a verification code sent to their registered email address at login.
Once logged in, you will have the option to either continue using email or configure an authentication app as your preferred verification method. You can refer to our Knowledge Base article on how to Configure 2FA. - We have also made an improvement in the speed in which emailed 2FA Codes and Password re-set emails are sent. No longer will they get stuck in the notification queue, they will now be sent as priority so you will receive it when you need it.
- All users accessing Wise-Sync will be required to enter a two-factor authentication (2FA) code when they log in. To simplify this process, those who have not yet configured 2FA via an authenticator app will automatically have a verification code sent to their registered email address at login.
- Multiple Payment Methods
- For payers who are associated with multiple Payer Companies and/or multiple Merchants and have different saved payments methods across these payer records, now when they go to pay an invoice, there is now a new 'Show all payment methods' button they can click which will then display all of their saved payment methods.
- For payers who are associated with multiple Payer Companies and/or multiple Merchants and have different saved payments methods across these payer records, now when they go to pay an invoice, there is now a new 'Show all payment methods' button they can click which will then display all of their saved payment methods.
September 18, 2023
- WisePay for PSA accounts:
- For WisePay for PSA merchants who require their surcharge invoices to be created in PSA with a different billing status to the uderlying invoice, you are now able to select the relevant 'Surcharge Invoice Billing Status' in the Merchant Configuration.
When the surcharge invoice is created, it's status will default to match the underlying invoice unless another option is selected from the dropdown list.
You can read more it in this knowledge base article.
- For WisePay for PSA merchants who require their surcharge invoices to be created in PSA with a different billing status to the uderlying invoice, you are now able to select the relevant 'Surcharge Invoice Billing Status' in the Merchant Configuration.
August 21, 2023
- Ezidebit Refunds:
- Ezidebit merchants now have the ability to initiate a refund for both Credit Card and Bank Debit payments via WisePay.
Please refer to this knowledge base article for details.
- Ezidebit merchants now have the ability to initiate a refund for both Credit Card and Bank Debit payments via WisePay.
- Payments POD:
- ConnectWise PSA partners might have noticed a new POD for WisePay that is showing on your Invoice screen? Stay tuned while we work on activating the buttons you see in the prototype!
- If you are keen to read more about the POD functionality while you wait, please refer to this KB.
July 26, 2023
- GPI Credit Card Refunds:
- Global Payments Integrated (GPI) merchants now have the ability to initiate a refund for Credit Card payments via WisePay.
Please refer to this knowledge base article for details. - We will have the same for our Australian and New Zealand merchants who process payments via Ezidebit coming soon.
- Global Payments Integrated (GPI) merchants now have the ability to initiate a refund for Credit Card payments via WisePay.
July 2023
- Datagate Integration:
- For merchants who use Datagate for Telco invoicing, you are now able to choose to source invoices from Datagate when 'Print Invoice' is actioned in WisePay.
- Please refer to the Datagate Integration article for further details.
- Partial Bank/ACH Refunds:
- Global Payments Integrated (GPI) merchants now have the ability to initiate a Partial refund for Bank/ACH payments via WisePay.
Please refer to this knowledge base article for details. - We will have the same for our Australian and New Zealand merchants who process payments via Ezidebit coming soon. As well as the ability to process Credit Card refunds via WisePay for both GPI & Ezidebit merchants.
- Global Payments Integrated (GPI) merchants now have the ability to initiate a Partial refund for Bank/ACH payments via WisePay.
June 2023
- ConnectWise PSA Payments:
- In collaboration with the PSA Team, when payments processed via WisePay are synced back to the PSA Invoice, those payments are now identified as 'WisePay Payments' on the PSA Invoice.
- What this means for merchants who also have a Quickbooks Desktop QBD integration with PSA, those payments will no longer be removed from the PSA Invoice when they are synced with QBD.
- Please refer to the PSA 'Accounting Integration' article for further details (refer to the WisePay Payments section)
- Refunds!
- For those North American partners who process payments through Global Payments Integrated (GPI), you now have the ability to initiate a refund for Bank/ACH payments via WisePay.
Please refer to this knowledge base article for details. - We will have the same for our Australian and New Zealand merchants who process payments via Ezidebit coming soon.
- For those North American partners who process payments through Global Payments Integrated (GPI), you now have the ability to initiate a refund for Bank/ACH payments via WisePay.
- Automatic Payments for WisePay for PSA merchants:
- We now have the ability to configure invoices for Automatic Payment! This will require a plan upgrade if you wish to have this functionality. Please reach out to our Sales Team for details.
May 2023
As we continue to listen to our partners, we have made some further updates making it even easier for you to get paid.
- Payer Username:
- Previously a Support ticket needed to be raised for the WisePay team to update a Payer Username so it matched their email address, now payers are able to update their own username.
Please note that we have not yet provided access for merchants to be able to update a payer username.
Note: Payer 'Usernames' are used to log into WisePay. Their 'Email Address' is currently used to log into the Payment Portal & for Wise-Pay Notifications, 2FA emails & re-set password emails to be sent to. It's recommended that their email address and username are one and the same.
- Previously a Support ticket needed to be raised for the WisePay team to update a Payer Username so it matched their email address, now payers are able to update their own username.
- Payment Portal Email 2FA Codes:
- We understand that there are instances when Email 2FA Codes are taking sometime to be received in payer's inboxes when they logging in to make a payment through our Payment Portal. When the email is finally received, the code has expired, blocking payers from being able to login.
Until we can effectively address the root cause, we have provided the option to 'resend' a 2FA Code which will override the initial code.
Note: The ‘Resend Code’ button will only be displayed if an invalid 2FA Code was first entered.
- We understand that there are instances when Email 2FA Codes are taking sometime to be received in payer's inboxes when they logging in to make a payment through our Payment Portal. When the email is finally received, the code has expired, blocking payers from being able to login.
- Payment Portal:
- After a payment has been made in the Payment Portal, we now display the updated 'Amount Due' in the Invoice Details widget. Previously the amount displayed was the original Amount Due before the payment has been made.
Note: Amount Due = Invoice Total less amount/s paid &/or scheduled
- After a payment has been made in the Payment Portal, we now display the updated 'Amount Due' in the Invoice Details widget. Previously the amount displayed was the original Amount Due before the payment has been made.
April 2023
We have been working hard making the Pay Now Payment Portal even more easier to use for your customers. We have listened to your feedback and have made the first entry point to make a payment much simpler for all payers.
- Log in flow:
- Payers just need to enter in a valid email address (ie one that exists in WisePay) and then be prompted to enter their password and 2FA code.
Otherwise payers can click on either the Xero SSO or Microsoft SSO button for a seamless single sign on experience.
- Payers just need to enter in a valid email address (ie one that exists in WisePay) and then be prompted to enter their password and 2FA code.
- Checkout as Guest flow:
- Guest Payers no longer need to validate their email address first, they can simply click the 'Checkout as Guest' button and continue to make a payment via credit card.
- Register flow:
- For payers looking to create a WisePay payer account, they can simply click on the 'Create Account' button, validate their email address (to ensure they don't already have a payer account) and continue through the payment flow.
- For payers looking to create a WisePay payer account, they can simply click on the 'Create Account' button, validate their email address (to ensure they don't already have a payer account) and continue through the payment flow.
November 2022
This release sees a new ConnectWise Sell - Wise-Pay integration and an updated prepayment reconciliation process, making it easier to reconcile both Quote payments and Prepayments:
- ConnectWise Sell (Order Porter):
- We are excited to announce that we have a brand new Wise-Pay integration with ConnectWise Sell. This ultimately means that you are now able to accept both credit card and bank debit payments via Wise-Pay for your Order Porter quote payments.
- Refer to this Knowledge Base article for information on how to configure the new quote payment flow.
- Prepayment Reconciliation:
- We are also pleased to announce that we now have a simpler way of reconciling prepayments in your Accounting Package.
- This applies to both Quote payments and Prepayments: Prepayments being a result of your customer paying an invoice prior to it being synced; payments in lieu of an invoice by you as the Merchant from within Wise-Pay, or by your technician via a Quicklink or the Virtual Terminal.
- NOTE: This feature will be enabled during the migration process from Payrix to Global Payments or Ezidebit.
For existing Global Payments customers, please reach out if you would like this feature enabled for your merchant account.
For Xero users, refer to this Knowledge Base article for further information.
For QBO users, refer to this Knowledge Base article for further information.
- We are also pleased to announce that we now have a simpler way of reconciling prepayments in your Accounting Package.
July 2022
This release extends on the payer login experience:
- Setup a 2FA Authenticator App
- In order to allow your payers to log in quicker when paying an invoice, we now provide an option to set up a 2FA authenticator app when they log in to the Payment Experience.
The details are covered in this Knowledge Base article.
- In order to allow your payers to log in quicker when paying an invoice, we now provide an option to set up a 2FA authenticator app when they log in to the Payment Experience.
June 2022
In this latest release, we have continued to improve the payer journey:
- Login with SSO!
- Your payers now have the ability to log in to the Payment Experience using Xero and Microsoft Single-Sign on, just like they can in Wise-Pay. Instead of needing to remember their username and password, they can simply click the 'Xero' or 'Microsoft' Sign in button to seamlessly pay their invoices.
The details are covered in this Knowledge Base article.
- Your payers now have the ability to log in to the Payment Experience using Xero and Microsoft Single-Sign on, just like they can in Wise-Pay. Instead of needing to remember their username and password, they can simply click the 'Xero' or 'Microsoft' Sign in button to seamlessly pay their invoices.
- Payer Username
- The Payer Username is now a visible field on the 'Edit Payer' screen in Payer Admin.
- It is currently read-only, but we do have plans to make this editable in an upcoming release.
NOTE: The 'Username' is a Payer's email address used to log in to Wise-Pay; as opposed to the 'Email' field which is used to send notifications to.
May 2022
Based on user feedback, we are making some exciting changes to the Payment Experience to help streamline the payment process for your customers.
Continue reading to see what's just been released, and watch this space for more usability updates to follow!
- Login / Register process
- Instead of your payers selecting how they want to interact with the payment experience upfront, the flow is now based on their entered email address:
- If the email address matches an existing payer record, they will be prompted to enter their password (and 2FA Code if required) to login.
- If they don't wish to login, payers are able to choose the 'Checkout as Guest' option.
- If their email address does not match an existing payer record, they will be prompted to complete their Payer Information and now have the option to 'Save Information for next time' which will then register them as a payer, or they can continue checking out as a guest without saving their information.
- Instead of your payers selecting how they want to interact with the payment experience upfront, the flow is now based on their entered email address:
- Payment Method icons
- The accepted payment type icons are now clickable buttons. Clicking on a credit card button will expand the Credit Card form, and clicking on the Bank Account icon will expand the bank account form (for logged in or registering payers only).
- The accepted payment type icons are now clickable buttons. Clicking on a credit card button will expand the Credit Card form, and clicking on the Bank Account icon will expand the bank account form (for logged in or registering payers only).
- Digital Signature for Terms acceptance
- When a digital signature is required for Terms acceptance, the signature fields are now displayed after the Terms are accepted in order to make the order of the required actions clear.
- When a digital signature is required for Terms acceptance, the signature fields are now displayed after the Terms are accepted in order to make the order of the required actions clear.
- Paying an unsynced Invoice
- Payers are now able to log in and access their saved credit card when paying an invoice before it has been synced (ie a Prepayment).
- Coming soon will be the ability for payers to also access their saved bank account and make a payment using a ACH/bank debit.
February 2022
- Adding Payment Methods
- We have made it simpler to add payment methods and set up Automatic Payments for your customers on the Payer Admin screen when a Payer is associated with multiple Companies.
The 'Add' button has been moved to the 'Companies' tab, this way it doesn't matter which payer record you opened on the Payer Admin screen.
- We have made it simpler to add payment methods and set up Automatic Payments for your customers on the Payer Admin screen when a Payer is associated with multiple Companies.
January 2022
- Automatic Payment Terms and Disclaimers
- You now have the ability to prompt your Payer's to re-accept Automatic Payment Terms and Disclaimers.
For those Merchants who have previously accepted the Automatic Payment Term on a payer's behalf in Wise-Pay and/or where a paper DDR Agreement has been provided, you are now able to prompt existing payers to accept the Terms digitally.
In addition, from now, any new payers added to Wise-Pay will be required to accept the Automatic Payment Terms upon login, even if the you accepted them on the payer’s behalf when the payer record was created.
- You now have the ability to prompt your Payer's to re-accept Automatic Payment Terms and Disclaimers.
December 2021
- New Payment Experience:
- We have added a Guest Payment flow to the new Merchant Payment Experience where you, as the Merchant, can take a payment using a one-off credit card without needing to either first create or select a Payer.
You can find more details in this KB. - ReCAPTCHA has been added to all guest flows in order to increase security. Payers won't be required to enter a code unless the system suspects they are a bot.
- We have added a Guest Payment flow to the new Merchant Payment Experience where you, as the Merchant, can take a payment using a one-off credit card without needing to either first create or select a Payer.
- Proxies: We have removed the dependency to have a user associated with a Proxy and PayNowLink. Previously this dependency caused issues when users who are associated with a proxy are disabled. The proxy is now associated to the Primary API user that is set for an account.
Note: If you need to disable a user who is the Primary API User, simply select an alternative user as the Primary before disabling the other user.
October 2021
- IntegraPay rebranding: IntegraPay have officially rebranded and are now known as Payrix.
You will now find that all references to IntegraPay inside of Wise-Pay have been updated to Payrix.
In addition, the Payrix DDR form has been updated (for Australia only). Please use the updated form when onboarding new customers with Direct Debit. Alternatively, for customers who electronically sign up for Direct Debit, the Terms they need to accept have been updated with Payrix branding.
Please note that there is no impact to existing customers.
You can find both the Terms and updated AU DD form here. - Welcome to Wise-Pay email: The text in the Welcome to Wise-Pay email that is sent to your new customers when they are created in the Payer Admin screen has just been updated. It now includes some text on what Wise-Pay means for them.
We hope this will help alleviate any reluctance Payers may have when completing their Wise-Pay registration
(And yes, we are looking at updating the social / 'Connect With Us' buttons very soon!).
- New Payment Experience: We have been making further iterative improvements to our New Payment Experience based on your feedback. We believe the kinks have now been ironed out and are very pleased to announce that you are now able to access this new payment flow in a variety of ways!
- From within Wise-Pay when you wish to pay a single invoice on your customer's behalf.
During this payment flow, you are also able to register new payers if needed, or simply 'checkout out as guest'.
Refer to Taking Payments for a Single Invoice for further information.
- From the Virtual Terminal or a Quick Link to either pay an outstanding invoice or take a prepayment for works done while in the field.
Refer to How to Use the Virtual Terminal/Quick Link to Take Payments for further information.
- From within Wise-Pay, you are now able to take a prepayment if you ever need to take funds up front.
Refer to How to take a Prepayment for further information.
- Along with these new flows comes new Terms and Conditions specifically for Merchants. No longer will you need to accept Terms targeted for your customers when taking payments and updating saved payment methods on their behalf, now you can accept Terms that are relevant to the actions you are performing.
Refer to Terms and Conditions for further information.
- From within Wise-Pay when you wish to pay a single invoice on your customer's behalf.
June 2021
- Enhancement Forum: A new Product Enhancement Forum has been added to our Wise-Pay Merchant Support Portal, here you can find a list of commonly requested Wise-Pay enhancements. You are able to vote and/or comment on each item, alternatively, you can request a new enhancement by clicking Submit New Topic.
When you click Follow, whether it be for the whole Forum or just a particular item in the Forum, you will then receive any updates made so you can track progress.
Note: If you are not yet logged into Wise-Pay, you will be prompted to log in before you are able to access the Forum.
Every voice counts and can help shape the future of our product, so please vote away!
April 29, 2021
- New Payment Experience: We have made some updates to the usability of our new payment portal to make it even easier for Payers to make an invoice payment.
Payers can now access the new payment portal from Wise-Pay to pay a single invoice.
If they have other outstanding invoices, they will now be able to click a button and be navigated back to the Outstanding Transactions screen in Wise-Pay.
Expect to see more enhancements to the New Payment Experience made throughout the year to make it super simple for you to get paid.
January 18, 2021
- New Payment Experience: After a successful Beta rollout, we are ready to offer our new payment experience to you all!
This new and improved Payment process enhances the overall payer experience when making an invoice payment from a Pay Now link. In this new flow, Payers will be able to login or register to be a Wise-Pay payer.
By doing this, they will have the option to pay their invoice via credit card or bank debit, and have an option to schedule the payment for a future date or pay in real time.- Please refer to Merchant Configuration for details on how to set up the Pay Now functionality for your Wise-Pay account.
- Please also refer to New: How to Pay an Invoice from a Pay Now link for details on how Payers make an invoice payment via this new experience.
- Single Sign-On with Microsoft: We have added yet another way of logging into Wise-Pay. If you have a Microsoft login that uses the same email address as your Wise-Pay login, you can now use your Microsoft account as a single-sign on with Wise-Pay. This way you only need to remember your MS credentials.