For customers who use ConnectWise for Invoice creation but do not wish to sync their invoices to their Accounting Package, we have a version of WisePay that is specific to ConnectWise Manage. This version pulls outstanding invoices from ConnectWise PSA (formerly ConnectWise Manage) into WisePay to facilitate payment.
Managing your Account
In order to use WisePay, you first need to configure your account.
To get here, go to the WisePay toolbar > Configure > Merchants > edit Merchant:
Enter the ConnectWise PSA details into the relevant fields
NOTE: Ensure the following security permission is set at both 'edit' and 'add' level permission for the user associated with the ConnectWise Public & Private Key:
Procurement > ProductsConnectWise PSA setup for Quickbooks Desktop integration:
In ConnectWise PSA, go to Setup Tables > GL Accounts and set up the account you want WisePay Payments to sync into from PSA to your Accounting Package
refer to the table below for further details on what the fields relate to
Click ‘Save’ to test and save the connection
Select the Location/s for invoices to sync to WisePay from the dropdown
Select the PSA invoice status/es for invoices to sync to WisePay from the dropdown
Select the date you want invoices in the selected closed status/es for the selected location/s to sync to WisePay from
Add the Product Id to use for surcharge invoices when they are created in PSA
This will need to be created in PSA if is doesn’t already exist
On save, the Product ID will be validated
Select the timezone for the company
Click 'Save'
ConnectWise PSA Site | Enter the ConnectWise: PSA site details
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ConnectWise PSA Company Name | Enter your ConnectWise PSA Company name |
ConnectWise PSA Public Key | Add the API Public Key generated for the Member by ConnectWise |
ConnectWise PSA Private Key | Add the API Private Key generated for the Member by ConnectWise
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Location | Select the PSA location/s for invoices to sync to WisePay
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Closed Billing Status | Select the PSA invoice status/es for invoices to sync to WisePay
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| Surcharge Invoice Billing Status | Select the PSA Surcharge invoice status for surcharge invoices to be created with
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Surcharge Product ID | Enter the Product ID to apply to credit card surcharge invoices when they are created in PSA
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Invoice From Date | Select the date closed invoices with an outstanding balance will load from
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Company Timezone | Select the timezone for the company.
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Merchant Keys:
- Enter the Keys as per the email from the Payment Gateway
- Click ‘Save’ to verify and save the connection
Payment Links:
- Click ‘Copy’ icon to copy the link
- Click ‘Regenerate’ icon to generate a new link.
Note: this makes previous links redundant so the new link will need to be re-added in your PSA.
Invoice Payment Link | The Invoice url link to be used in the PSA Invoice &/or Invoice Email |
Customer Portal Link | The API link to be used in the ConnectWise Customer Portal (if active) |
Merchant Quicklink | The url link to be used for field technicians to take invoice payments without WisePay access
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Credit Card Settings:
All settings are set to the defaulted settings. Update fields as needed.
Bank Account Settings:
All settings are set to the defaulted settings. Update fields as needed.
Automatic Payments:>
If your plan includes Automatic Payments, refer to the Automatic Payments for WisePay for ConnectWise PSA KB on how to set it up.
Datagate: If you issue your Telecommunications Invoices out of Datagate and want your customers to access their Datagate invoices from WisePay, refer to the Datagate Integration article on how to set up and manage this integration with WisePay.
Refer to the Manage WisePay User Access article on how to set up and manage users.
All the required Terms and Disclaimers will automatically be added to your merchant account when it is created.
If required, you are able to customize the wording for each Term by clicking on the edit icon next to each Term
Refer to the Company Branding article on how to customise WisePay.
Refer to the WisePay Event Notifications article on how to configure notifications.
Refer to the Manage Payers article on how to create and manage payers.
- In WisePay, hover over your name and select your Payer Account from the list.
- Click on Settings and select either Saved Card Details or Saved Bank Accounts
- Your saved payment method will be displayed where you can click the edit icon to update it
- In WisePay, hover over your name and select your Payer Account from the list.
- Click on the WisePay logo if the Dashboard is not displayed
- Your subscription and and consulting services invoices will be displayed
Go to Accounts > Plan, Add-Ons, Consulting and click on Request Subscription Update if you wish to update or cancel your plan.