How To Articles

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
What are Pre-Payments in QBO and how do I handle them?
Applies to: QuickBooks Online Wise-Pay pre-payments occur when we receive money from a client but do not have an invoice to match the payment. In QuickB...
Wed, 13 Mar, 2019 at 8:32 AM