7. Getting Started - The Wise-Pay Dashboard

Introduction to the Wise-Pay Merchant Dashboard
The Wise-Pay Dashboard is loaded once you have logged into Wise-Pay. Given Wise-Pay has been configured and invoices synced to your Accounting Package u...
Mon, 3 Sep, 2018 at 6:05 PM
The Outstanding Payments Widget
What is it? The Outstanding Payments widget will list invoices with an outstanding balance, that is invoices that have not been fully paid.  It...
Mon, 3 Sep, 2018 at 3:50 PM
The Scheduled Payments Widget
What is it? The Scheduled Payments widget displays payments that have been scheduled. Invoices in this widget remain here until the payment has bee...
Mon, 3 Sep, 2018 at 3:51 PM
The Automatic Payments Widget
What is it? The Automatic Payments widget displays a list of payments that are being/have been processed via the Automatic Payments feature. Read more...
Mon, 3 Sep, 2018 at 3:50 PM
The Past Payments Widget
What is it? The Past Payments widget displays each payment processed by Wise-Pay in its own right. For example, if an invoice was paid by two part-paymen...
Mon, 3 Sep, 2018 at 5:28 PM
The Transaction Failures Widget
What is it? The Transaction Failures widget displays failed payment attempts. What information am I looking at? Column Description Date The date o...
Wed, 26 Sep, 2018 at 5:47 PM
Refreshing the Wise-Pay Dashboard Widgets
Invoice payments are dynamic in nature, meaning the data in Wise-Pay needs to constantly be updated, in order to give you the most up to date information. W...
Fri, 7 Sep, 2018 at 12:06 PM