8. Getting Started - How To Manage Payers

How To Manage Payers
A Wise-Pay payer administrator has the ability to create and manage payers. As a merchant or payer administrator, you can add new payers and manage existing...
Fri, 12 Apr, 2019 at 10:17 AM
How to Add a Payer
Once you have subscribed to Wise-Pay and completed the onboarding process (completed by Wise-Pay consultants), you need to add payers to enable them to pay...
Fri, 12 Apr, 2019 at 9:56 AM
How To Search For a Payer
The Payer Company Access page enables you search for a particular payer. This feature is helpful when you want to make changes to a particular payer's ...
Fri, 12 Apr, 2019 at 10:01 AM
How To Edit Payer Details
As a Wise-Pay merchant, you can change the user details of the payers registered with your account. To understand the color coding for icons, see How To Ma...
Fri, 12 Apr, 2019 at 10:18 AM
How to Manage Company Name for Payers
The Companies tab of the Payer Settings displays the payer company name linked to your merchant company. A payer would be able to view the outstanding invoi...
Fri, 12 Apr, 2019 at 10:09 AM
How To Manage Bank Account Details of Payers
As a Wise-Pay merchant, you can manage bank account details that would be used to pay the outstanding invoices. Once the bank account details are saved, you...
Fri, 12 Apr, 2019 at 10:18 AM
How to Manage Credit Cards for Payers
As a Wise-Pay merchant, you can manage credit cards that would be used to pay the outstanding invoices. Once the credit cards are saved, you can act on paye...
Fri, 12 Apr, 2019 at 10:19 AM
How to Manage Auto-Pay Terms for Payers
As a payer administrator, you can configure automatic payment terms for the payers through the Payer Company Access page. The auto-payment terms are used to...
Fri, 12 Apr, 2019 at 10:25 AM
How to delete a payer
As a registered Wise-Pay merchant, you can delete an existing payer if all of the following has been deleted for the payer: Bank account details Credit c...
Fri, 12 Apr, 2019 at 10:14 AM