Automatic Payments for WisePay for ConnectWise PSA

Step 1: Set up Billing Terms in ConnectWise PSA:
Once you have defined billing terms in ConnectWise PSA, then these billing terms can be mapped in Wise-Pay

Step 2: Configure Automatic Payments in Wise-Pay:

• If your plan allows for Automatic Payments, this feature should already be enabled for you
• Go to Configure > Merchants > Payment Settings > Automatic Payment Settings
• The recommended default values will automatically be set
• Save any changes that are made to the below defaults:
  
  

  Field Name	Description	Default Value
  Payment Processing Delay ( in hours)	The number of hours before credit card transactions are processed after they are synced to WisePay. Provides time to correct any invoicing errors before payment is submitted.	4 hours
  Schedule Past Due Payments	Allows past due invoices to be scheduled for automatic payments	Enabled
  Maximum Days Past Due (in Days)	This field is only enabled if ‘Schedule Past Due Payments’ is enabled. The number of days beyond the invoice due date that past due payments will be scheduled	30 days

Step 3: Add Billing Term/s

Billing Terms Settings

In order for a payment to sync to WisePay and automatically be scheduled for Automatic Payments, you first need to map your ConnectWise Billing Term to WisePay.

1. Click ‘Add Billing Term’
2. Enter a name for the billing term
3. Enter a description for the billing term
4. The ‘Billing Term Source’ will be set to 'ConnectWise PSA'
5. Select the applicable ‘ConnectWise PSA Billing Term’ to associate to this Automatic Payment Billing Term (these need to be configured in ConnectWise PSA first. Refer to STEP 1 above.)
   • Click the refresh button if you need the list of ConnectWise PSA billing terms to update
6. Select the Scheduling Mode
   • Invoice Due Date is the recommended and defaulted option    

• Whether Bank &/or Credit Card payments will be accepted for automatic payment processing depends on your Merchant Configuration > Payment Settings
  • If you wish to limit the payment to only use one payment method, you can disable Bank or Credit Card payments using the toggles

Credit Card Surcharges

• When credit cards are enabled, you can choose whether to pass on the credit card surcharge or not
  • Only credit card types that are enabled in your Payment Settings will be displayed
  • The default surcharge will be automatically set to the ones configured in your Merchant Configuration > Payment Settings > Credit Card Settings
  • If you wish to lower or remove the surcharge for the automatic payment billing term, check the 'Override Surcharge' checkbox
  • You can then edit the surcharge % and/or $
  • Click Save once all fields are completed
• If you wish to create another Billing Term, click ‘Add Billing Term’ again  
  • Repeat the above steps

Step 4. Map automatic payments to the Payer

Once you have set up Automatic Payments, in order for an invoice to process automatically, there must be a registered payer for the Payer Company. The payer also needs to have a saved credit card &/or bank account, and automatic payments need to be set up and associated to one of their saved payment methods.

Go to the Payer Admin screen from your toolbar to set your Payers up for Automatic Payments. You can also refer to the Manage Automatic Payment Terms for Payers KB for reference.  

How Automatic Payments work

• Each time an outstanding invoice is synced to WisePay, if the invoice contains a billing term that matches one configured for Automatic Payments in WisePay, then that invoice will automatically be queued for automatic payment processing
• When a change is made to the invoice in ConnectWise PSA, the invoice will be updated in WisePay
  • Any updates to invoices result in scheduled payments being cancelled then rescheduled for the updated amount (depending on the payment status and your Merchant configuration settings)
  • IMPORTANT NOTE: If you delete an Invoice in PSA, you will need to cancel the scheduled payment in WisePay.
  • Locate the Invoice in the Scheduled Payments widget on the WisePay Dashboard
  • Click Actions > Cancel Payment
  • We will work on automating this step in a future iteration.
• The invoice will be sent to the Payment Gateway for processing on the scheduled date

NOTE: Currently there are no ‘Unmatched Automatic Payment’ errors for standalone invoices, so if an invoice fails to match a payer, it simply won’t be queued for automatic payment.  

• Once a payer is set up, you can manually queue the payment.