How To Articles

Merchant Account Configuration
The below information is the recommended Merchant Account Configuration. 1. Approve When Paid When enabled, draft invoices will automatically be approved w...
Sat, 24 Mar, 2018 at 7:34 PM
Reconcilitation Overview for QuickBooks Online (Stripe Merchants)
Reconciliation Overview for QuickBooks Online (Stripe Mercants) All transactions processed via Stripe should be processed into your Wise-Pay Clearing Accou...
Sat, 24 Mar, 2018 at 7:34 PM
Wise-Pay Overpayments in QuickBooks Online
Wise-Pay Overpayments in QuickBooks Online A batch payment 'Overpayment' will go through the following three steps when created: Step 1: Create...
Sat, 24 Mar, 2018 at 7:34 PM
Wise-Pay Overpayments in Xero
Wise-Pay Overpayments in Xero A batch payment 'Overpayment' will go through the following three steps when created: Step 1: Create Invoice for ...
Sat, 24 Mar, 2018 at 7:34 PM
Manage (add / remove) invoices applied in a Batch Payment
Ability to add / remove an invoice from a batch after processing. When managing invoices in batches you are able to: Remove Invoices from a Batch Payment...
Sat, 24 Mar, 2018 at 7:34 PM
Fix Unprocessed Payments: Payment can only be made against Authorised Documents.
Fix Unprocessed Payments: Payments can only be made against Authorised Documents. This error indicates that the invoice has already been paid in Xero. Erro...
Sat, 24 Mar, 2018 at 7:34 PM
What are Pre-Payments in Xero and how do I handle them?
Applies to: Xero  If you would prefer to watch a video on how to handle your prepayments, watch the following Webinar Wise-Pay Best Practices - Prepaym...
Tue, 12 Mar, 2019 at 8:47 AM
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to reconcile a Wise-Pay Clearing Account with no Pre-Payments. The following steps will walk to you through reconciling a Wise-Pay Clearing Account with...
Sat, 24 Mar, 2018 at 7:34 PM
Error Applying Payment: Unable to apply payment to Xero Invoice
Error Message: Payments can only be applied to Invoices that are awaiting payment.  The invoice is either fully paid, draft or has been voided. Ther...
Mon, 18 Jun, 2018 at 12:30 PM
How to: Void a Surcharge Invoice
Please see below for Instructions on how to Void a Surcharge Invoice. 1. Find the invoice on Xero. Click on the Payment hyperlink 2. Find and click the...
Sat, 24 Mar, 2018 at 7:34 PM