Wise-Pay allows for a direct link to the payment portal, allowing you or your technicians to take invoice payments without a Pay Now payment link, or take a prepayment while on-site.
How do I get there?
To configure a Quicklink, click Configure from the top toolbar menu in Wise-Pay and select Merchants, then click on the PayNow Links tab.
Note:
Quicklinks are for internal-use only, they are not to be provided to your customers to use as a payment option.
What do I do?
Create a Quicklink
- Click on the Configure Menu > Merchants at the top
- Click on the Edit icon next to your Merchant Company
- Click on the PayNow Links Tab from the tabs along the top row of tabs
- Select Quicklink from the PayNow Link Type drop down list
- Click Generate
- Once the Quicklink has been generated, click on Display to display the link
- Click on the url in the popup and copy the entire URL (including the long TransactionId)
- Close the PayNow Link Details popup
- Click Save
Tip:
Instead of writing the code down with a notepad and pen, press CTRL + A, CTRL + C to automatically copy it to your computer's clipboard.
Using a Quicklink
- Once generated, your technicians are able to bookmark the url
- The Quicklink url can be used to take payment for a known invoice number OR to take a prepayment from a customer
- Enter a known invoice number into the Invoice Number field and click Pay Invoice
- This will open the Payment screen to allow you to take payment for that invoice:
- If you don't yet have an invoice and wish to take a prepayment in lieu of the invoice, click Pay without Invoice Number
- This will open the Payment screen to allow you to take payment for that invoice:
- Enter a known invoice number into the Invoice Number field and click Pay Invoice
ConnectWise Virtual Terminal
Read about how to set up your ConnectWise Virtual Terminal here.