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Getting Started with Wise-Pay (Merchants)
Introduction to Wise-Pay
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
1. Getting Started - Wise-Pay Setup
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Getting Started with Wise-Pay FAQ
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Merchant Configuration
Merchant Configuration
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payer Admin
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Card Details / Surcharges
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Notification Configuration
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Terms & Disclaimers
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay (Merchant) Know How
Merchant Admininstrator
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay FAQ
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay Videos
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay for Xero
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay for Quickbooks Online
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Accepting Payments
Getting Started - Accepting Payments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay Virtual Terminal
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Getting Started - Scheduling Auto-Payments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payment Options
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Batch Payments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Refunds
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Prepayments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payments FAQ
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
The Wise-Pay Dashboard
The Wise-Pay Dashboard
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Transaction History
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Automatic Payments
Auto-Payments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Automatic Payments Configuration
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Scheduling Auto-Payments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Automatic Payments FAQ
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Fix Unmatched Auto-Payments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Billing Terms
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payment Services
Payment Services
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay Integration
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
ConnectWise Sell® Order Porter
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payment Providers
Payment Provider: IntegraPay
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payment Provider: BrainTree
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payment Provider: Stripe
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payment Provider: Authorize.Net
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay Errors and Known Issues
Unprocessed Payments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Unmatched Payments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay Errors
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Known Issues
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay User Management
Creating/Maintaining Wise-Pay Users
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payer Management
Payer Overview
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Managing Payers
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Managing Payment Methods
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Email Templates
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payer Admin - FAQ
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payer Support
Getting Started with Wise-Pay
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Setup My Wise-Pay Account
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Access Wise-Pay
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Managing My Wise-Pay Account
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Pay an Invoice
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Errors
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Payer FAQ
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay Release Notes
Wise-Pay Release Notes (2019)
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay Release Notes (2018)
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Wise-Pay Release Notes (2017)
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Freshdesk Support Portal Help
Emails from Support
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Incident Reports
Incidents
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments
Open navigation
Prepayments
Prepayments- What are they?
What happens if pre-payments are processed to an incorrect account?
Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
How to Configure Settlement Groups to Group Prepayments