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Getting Started - Wise-Sync for ConnectWise
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Wise-Sync for ConnectWise and Xero
Getting Started - Xero Setup
Xero Setup > Overview
Step 1 > Chart of Accounts Review: Account Numbers
Step 2 > Add Account Numbers to your Chart of Accounts
Step 4 > You're Done - A Checklist Before You Start Syncing
Step 3 > Setup Tax Groups
Setup Sales Tax (US Region)
Setup Australian Tax
Getting Started - ConnectWise Setup
Setup ConnectWise > Overview
Setup ConnectWise > Step 1 > Apply PSA Member Security (Accounting Interface Access)
Setup ConnectWise > Step 2 > Creating an Integrator Login
Setup ConnectWise > Step 3 > Update Terms XRef
Setup ConnectWise > Step 4 > Create Billing Status (GL Reload)
Setup Connectwise > Step 5 > Accounting Package Interface Configuration
Setup ConnectWise > Step 6 > GL Mapping (System Accounts)
Setup Connectwise > You're Done - A Checklist Before You Start Syncing
Setup ConnectWise > Step 7 > GL Mapping (Product Revenue & COGS Accounts)
Setup Connectwise > Step 8 > GL Mapping (Non-Product Revenue & COGS Accounts)
Setup Connectwise > Step 9 > GL Mapping (Additional Data Types)
Setup Connectwise > Step 10 > Manual Batch & Test Item Posting
Getting Started - Wise-Sync Setup
Wise-Sync Setup > Overview
Step 1 > Update your Account Details
Step 2 > Create a New Company
Step 3 > Create Wise-Sync Users
Step 4 > You're Done - A Checklist Before You Start Syncing
Advanced Feature Setup - Xero Tracking
Xero Tracking for Product Category Level.
Getting Started - Expense
ConnectWise Expense Overview
Xero Known Issues
Xero Validation Errors
Extended Product ID Length Handling
Known Issue - Secondary Contacts Duplicated by Xero API
Xero Validation Error: Price List Item Code must not be more than than 30 characters long
Known Issue: New Reports have limited functionality
Examples
Accounts Payable - Batch Payment
Wise-Sync for ConnectWise and QBO
Getting Started - QuickBooks Online Setup
QuickBooks Online Setup > Overview
Step 1 > Enable Account Number in Chart of Account Settings
Step 2 > Add Account Numbers to your Chart of Accounts
Step 3 > Setup Tax Groups & Payment Terms
Step 4 > You're Done - A Checklist Before You Start Syncing
QBO Account / GL Mapping - Account Names (Description)
QBO Account / GL Mapping and Supported Account Mappings - Account Numbers
QBO Account / GL Mapping and Supported Account Mappings
QBO Automated Sales Tax (US Region)
Known Issue: QBO Automated Sales Tax (US Region) Override for $0 Sales Tax Transactions
Setup Sales Tax (US Region)
Getting Started - ConnectWise Setup
Setup ConnectWise > Overview
Setup ConnectWise > Step 1 > Apply PSA Member Security (Accounting Interface Access)
Setup ConnectWise > Step 2 > Creating an Integrator Login
Setup ConnectWise > Step 3 > Update Terms XRef
Setup ConnectWise > Step 4 > Create Billing Status (GL Reload)
Setup Connectwise > Step 5 > Accounting Package Interface Configuration
Setup ConnectWise > Step 6 > GL Mapping (System Accounts)
Setup ConnectWise > Step 7 > GL Mapping (Product Revenue & COGS Accounts)
Setup Connectwise > Step 8 > GL Mapping (Non-Product Revenue & COGS Accounts)
Setup Connectwise > Step 9 > GL Mapping (Additional Data Types)
Setup Connectwise > Step 10 > Manual Batch & Test Item Posting
Setup Connectwise > You're Done - A Checklist Before You Start Syncing
Getting Started - Wise-Sync Setup
Wise-Sync Setup > Overview
Step 1 > Update your Account Details
Step 2 > Create a New Company
Step 3 > Create Wise-Sync Users
Step 4 > You're Done - A Checklist Before You Start Syncing
Getting Started - ConnectWise Expense (QBO)
ConnectWise Expenses - Setup Overview
Error Messages
Validation Error: You can't use a X account on the detail portion of a Bill
QBO Business Validation Error: Select a product or service
Business Validation Error: Do you also want to update memorized sales transactions to use the new values?
Syncing with Wise-Sync
Syncing with Wise-Sync
Syncing with Wise-Sync (Sync All)
How to get help & support using Wise-Sync
Syncing with Wise-Sync (Payments)
Syncing with Wise-Sync (Unposted Items)
Changing your password
Can't Login?
Wise-Sync Samples
Mapped Reference Fields in Xero
Accounts Payable - Batch Payment
Accounts Payable - Planned Payment Date (Scheduled in XERO)
Accounts Receivable - Outstanding Statement
Staff Reimbursement (Through Procurement)
Procurement - General Office Expense Purchase
Procurement - Purchase (Supplier)
Agreement Invoice (Additions)
Credit Memo (Special Invoice)
Agreement Invoice (Rounding errors & adjustment applied) - Sample
Services Invoice (Agreement Time Summary) - Sample
Sync Examples - What your Sync will look like
Glossary of Terms
Glossary of Terms
Best Practices & Tips and Tricks
Product Discount GL Mapping
Show Invoices Not Yet Batched to Your Accounting Package on the Invoice Search Screen
Don't show Unapproved Invoices in the Email Batch Wizard List - Email Sent Statuses
QBO: Credit Memo's apply to correct payment amount in ConnectWise.
Explaining the SUPPLIER-CREDIT process (RMA Process)
Explaining the SUPPLIER-INVOICE process
General Questions
Setting Payment Cutoff Date
bit.ly Links Flagged as Containing Malware
Changing your Password
Can't Log in? Wise-Sync User Name and Password Issues
Wise-Sync Help & Support
Wise-Sync Configuration
Avalara Integration Setup (US Region)
FAQ
FAQ - When I sync invoices, why are the email address are updated?
FAQ - Why is the the contact being set to the Primary Contact instead of the billing contact
Inventory Reports: Invoice Dates & Purchase Order Dates
FAQ: What is the difference between the CW (Inventory Reports) and Xero (Inventory Asset / Transaction Report)
FAQ - How do I create a Manual Batch?
FAQ: What are System Chart of Accounts?
FAQ - How do I sync detailed invoices?
FAQ - What do I do if a payment synced back to ConnectWise and posted to the wrong invoice?
Updating your Connectwise To A new version
FAQ - Why aren't my invoice marked as Paid in ConnectWise?
FAQ: How do I Connect a Google Drive in Wise-Sync?
FAQ - Why can't I see the Wise-Sync QuickLink after I create a custom menu entry?
How to enable API Logging (Detailed Logging)
FAQ: How do I change an Invoice that has already been synced?
FAQ - How do I refresh a Purchase Order GL entry
FAQ - How do I update my Credit Card for Wise-Sync Invoices
FAQ: How do I add freight to a Purchase Order?
FAQ - Setting and Working with Lock Dates in Xero
FAQ - How do I delete an Invoice?
FAQ: Why do I need the GL Reload Status?
ConnectWise Versions Supported
FAQ: How do I run a sync?
FAQ: Why are there adjustment items on an invoice
FAQ: Why are there rounding items on an invoice
FAQ: What if I have issues who will help me (who to contact)
FAQ: What are the benefits of cloud accounting
FAQ: Is it is secure to use Wise-Sync
FAQ: How long will it take to setup
FAQ - How to create REST API Keys for a ConnectWise Member
FAQ - I want to disable Inventory Sync. What do I need to do?
Wise-Sync - Special Features
How to Enable Wise-Sync Support Access to your ConnectWise account without a password
Sync Feature: Exclude Batch Records (From Sync)
Onboarding Feature : Sync Old Records (without posting to accounting)
ConnectWise - Time Details to Invoice Lines
Quick Link > Creating Custom User Menu in ConnectWise
Sync Options > Vendor Invoice Date Source > Selecting Alternate Purchase Order Invoice Dates
Terms XRef - Terms Construct for Days after EOM
ConnectWise Manage Tax Setup - GST/PST Canada
Wise-Sync Errors and Troubleshooting
Sync Errors - Inventory
Inventory Product Returns (RMA Process)
ConnectWise 'CreateBatch' returned an error: System.Data.Syntax.ErrorException: Missing Operand after 'S' operator. at
Setting the Inventory Adjustment Default COGS Account
Warning: A Part-Shipped Purchase Order has already been synced
Error: A Part-Shipped Purchase Order has already been synced
Sync Inventory - Issue > COGS Is artificially inflated as items were initially purchased into inventory, Client Synced to Xero After Inventory was switched on.
Error Posting Invoice > Inventory Journal Already Exists
Failed to insert the COGS journal for this batch
Wise-Sync Errors and Troubleshooting
Troubleshooting: Test ConnectWise Connectivity Fails Despite Correct Credentials
Xero Validation Error: Item code '{productID / Non-ProductID}' is not valid
QBO - Error: 'An error occurred while executing the query. Please check the stack trace for more detail'
Toubleshooting - A server error has occurred. Please contact your Manage Administrator.
Sync Error: Error Updating Xero: Adjustments are not supported unless Inventory COGS is enabled
Error Message: You do not have security access to view 'document'
Sync Error: ConnectWise Validation Error: Company or Contact has been deleted (in Company Recycle Bin)
An Item has a blank sales account number (for Expenses)
Validation Error: Xero Tax Validation Errors
Error: 'CreateBatch' returned an error: System.ArgumentOutOfRangeException: Length cannot be less than zero
Validation Error occurring even when default or billing contact set
Validation Error: Expense Tax Mismatch
A GLBatch already exists for (Invoice)
Response > Errors From Sync due to PO Tax
A GLBatchID already exists, which is a result of that Purchase Order and Receiving Slip already being being sent
Advanced Tax Mapping: GL Entries - 'Tax Code' is not a valid tax code name
Sync Error: Sequence contains no matching element
Failed to get contact bill contact for company '[Your Customer Name]'.
Explaining the Non-Product ID
Error Updating Xero: Failed to execute on status <400>
Xero Validation Error: An existing Invoice with the specified InvoiceID could not be found
Error Updating Xero: No matches for product with item ID: [your-item-id]. Please sync this record manually
Unable to Set Password when AD Integration Enabled.
Error Message: Duplicate Name Exists error of type: Vendor. The name supplied already exists.
ConnectWise Payment Sync Error: Xero Invoice Number and Reference both match ConnectWise Invoice Numbers
Xero Validation Error: Due Dates cannot be more than 999 days after the invoice date.
No Item ID or Non-Product ID has been defined in ConnectWise for an item with Account Number '[your account number]'
Error: Payments can only be applied to invoices that are awaiting payment. The invoice is in draft status.
ConnectWise v2015.x API Endpoint Changes > Account Changes Required
A result set from ConnectWise contains more than one purchase order.
Known Issues
Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
Known Issue > Currency on Invoices > Inventory
Known Issue: ConnectWise Member Details are invalid after v2018.1
Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
Known Issue > Error Message: Account Period Closed.
Known Issue - Purchase Order Tax not calculated correctly
Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
Known Issues
Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
Known Issues (Resolved)
(Resolved) Known Issue: [Warning] Failed to insert the COGS journal for this batch.
(Resolved) Known Issue: ConnectWise Quicklinks are not working
(Resolved) Known Issue: "Object reference not set to an instance of an object" error on Invoice Sync
Delete: Email > Reconnect to xero
(Resolved) Known Issue: ConnectWise Inventory Valuation Report is Incorrect using v2018.6 (58651)
(Resolved) Known Issue (On Premise Partners) : 401 - Unauthorized error when connecting to Wise-Sync
The provided URL scheme 'http' is invalid; expected 'https'
(Resolved) Known Issue (Cloud Partners): 401 - Unauthorized error when connecting to Wise-Sync
Edit Company Screen > User Fields
(Resolved) Known Issue: ConnectWise SQL Error during Procurement/Inventory Sync
Edit Account Screen > User Fields
System.Web.Services.Protocols.SoapException Eg. 2
The Document total does not equal the sum of the lines
System.Web.Services.Protocols.SoapException Eg. 1
The formatter threw an exception
Object reference not set to an instance of an object
(Resolved) Known Issue - Invoice Tax Levels Mismatched and inconsistently applied.
(Resolved) Known Issue - Purchase Order Lines posting as "Tax Exempt" instead of "Taxable"
(Resolved) Known Issue - Purchase Order Tax is not being calculated Correctly
(Resolved) Known Issue: The Wise-Pay Payment portal does not render correctly from ConnectWise Portal
(Resolved) Known Issue: Non-reimbursable Expenses syncing as Reimbursable Expenses
(Resolved) Known Issue: Xero Accounting API Major Outage 28 October 2019
(Resolved) Known Issue: Tax component of a Purchase Order's lines accumulate when it's Open Batches are deleted
(Resolved) Known Issue: Xero Accounting API Major Outage 15 August 2019
(Resolved) Known Issue - ConnectWise Cloud: 500 - Internal Server Error
(Resolved) Known Issue: Error Syncing Expenses - CW Version 2018.1
(Resolved) Known Issue: ConnectWise EU Cloud: 503 - Service Unavailable
(Resolved) Known Issue: Xero API: 503 Errors causing company disconnect.
(Resolved) Known Issue - ConnectWise Integrator username or password is invalid error
(Resolved) Known Issue: Purchase Order Date not being set correctly after updating to v2018.4
Xero Errors
Error Updating Xero: Class does not contain the expected number of tracking categories
Wise-Pay Release Notes
Wise-Pay Release Notes (2019)
Wise-Pay: Version 1.6.10 Release Notes
Wise-Pay: Version 1.6.9 Release Notes
Wise-Pay: Version 1.6.8 Release Notes
Wise-Pay: Version 1.6.7 Release Notes
Wise-Pay: Version 1.6.6 Release Notes
Wise-Pay: Version 1.6.5 Release Notes
Wise-Pay: Version 1.6.4 Release Notes
Wise-Pay Release Notes (2018)
Wise-Pay: Version 1.6.3 Release Notes
Wise-Pay: Version 1.6.2 Release Notes
Wise-Pay: Version 1.6.1 Release Notes
Wise-Pay: Version 1.6.0 Release Notes
Wise-Pay: Version 1.5.4 Release Notes
Wise-Pay: Version 1.5.3 Release Notes
Wise-Pay: Version 1.5.2 Release Notes
Wise-Pay: Version 1.5.1 Release Notes
Wise-Pay Release Notes (2017)
Wise-Pay: Version 1.5.0 Release Notes
Wise-Pay: Version 1.4.2 Release Notes
Wise-Pay: Version 1.4.1 Release Notes
Wise-Pay: Version 1.4.0 Release Notes
Wise-Pay: Version 1.3.4 Release Notes
Wise-Pay: Version 1.3.3 Release Notes
Wise-Pay: Version 1.3.2 Release Notes
Wise-Pay: Version 1.3.1 Release Notes
Wise-Pay: Version 1.3.0 Release Notes
Wise-Pay: Version 1.2.10 Release Notes
Wise-Pay: Version 1.2.9 Release Notes
Wise-Pay: Version 1.2.8 Release Notes
Wise-Pay: Version 1.2.7 Release Notes
Wise-Pay: Version 1.2.6 Release Notes
Wise-Pay: Version 1.2.5 Release Notes
Wise-Pay: Version 1.2.4 Release Notes
Wise-Pay: Version 1.2.3 Release Notes
Wise-Pay: Version 1.2.2 Release Notes
Wise-Pay: Version 1.2.1 Release Notes
Wise-Pay: Version 1.2.0 Release Notes
Wise-Pay: Version 1.2.10 Release Notes
Wise-Pay: Version 1.1.3 Release Notes
Wise-Pay: Version 1.1.1 Release Notes
Wise-Pay: Version 1.1.0 Release Notes
Wise-Pay: Version 1.1.2 Release Notes
Wise-Pay: Version 1.0.0 (Alpha) Release Notes
Incident Reports
Incidents
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 21st December, 2018
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 8th March, 2019
ConnectWise Sync Errors, 29th March, 2019
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 7th May, 2019
Unexpected Outage for Wise-Sync and Wise-Pay, 8th August, 2019
Freshdesk Support Portal Help
Emails from Support
Office 365 Domain Whitelisting
Getting Started - Wise-Sync for Datto Autotask PSA
Getting Started with Wise-Sync for Datto Autotask PSA
1. Setup Wise-Sync Account
2. Setup Wise-Sync Company (Datto Autotask PSA)
3. Setup Wise-Sync User Accounts
Sync Now
The Wise-Pay Dashboard
The Wise-Pay Dashboard
Wise-Pay Merchant Dashboard
The Outstanding Payments Widget
The Scheduled Payments Widget
The Automatic Payments Widget
The Past Payments Widget
The Transaction Failures Widget
Refreshing the Wise-Pay Dashboard Widgets
New Feature: Dashboard > Preload Outstanding Payments
Transaction History
How to View Transaction History
Wise-Pay Errors and Known Issues
Unprocessed Payments
Unprocessed Payment: Error: Organisation accounts are locked on the specified payment
Fix Unprocessed Payments: Payment can only be made against Authorised Documents.
Unprocessed Payment: Payments can only be applied to invoices that are awaiting payment
Wise-Pay Errors
Transaction declined IntegraPay - Error Code: Failed Payment
Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
What is a Payment Error?
Payment Errors - Failed Payment: Transaction Declined
What is a Processing Error
Error Saving Item in Xero. Validation Message: An error occured in Xero. Check the API Status
Disconnected Accounting System (QBO)
Error validating Xml data against the schema
Invoice partially paid in Xero/QBO but partial payment does not reflect in Wise-Pay
Failed Transaction Error: Merchant hasn't enabled credit card payments for these payment terms and the primary payment method for this user is via credit card.
Error Code: Error saving item in Xero. Validation Message: The contact name is already assigned to another contact.
Known Issues
Known Issue: Sometimes searching for Payers in the Invoice Batch screen returns no results
Automatic Payments
Auto-Payments
Syncing to schedule Auto-Payments
Configure Auto Payment Settings
Managing Auto-Payments
Overview of Wise-Pay Auto-Payments
Syncing to Schedule Auto-Payments for Datto Autotask PSA
Scheduling Auto-Payments
New Feature: Auto Payments can be processed based on Invoice Due Date.
Automatic Payments FAQ
FAQ: How to setup Auto-Payments without Credit Card Surcharges
FAQ - What happens if I apply a credit to an invoice due for Auto Payment
FAQ - How do I temporarily disable Automatic Payments for a payer?
FAQ - Are my customers able to save their credit card details with Wise-Pay for automated payment processing?
Billing Terms
How do I refresh Wise-Pay Billing Terms?
Payer Management
Managing Payers
Managing Payers
Add a Payer
Search for a Payer
Edit Payer Details
Manage Company Name for Payers
Manage Auto-Pay Terms for Payers
Manage Inactive Payers (Integrapay)
Managing Payment Methods
Managing Payment Methods for Payers
Email Templates
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Payer Admin - FAQ
FAQ - Is a Payer set up for Auto-Payments?
FAQ - How do I Import Payers into Wise-Pay
FAQ - Can a Payer Add Auto-Payment Terms
FAQ - How long before a customer/client is availabe in Wise-Pay Admin
FAQ - How do my Wise-Pay customers view their invoices?
FAQ- How To Reset Password for Payer Account
Wise-Sync User Management
Creating/Maintaining Users
Configure Wise-Sync User Accounts
Wise-Sync User Roles
FAQ - What is a Primary API Account?
Two Factor Authentication
Two Factor Authentication (2FA)
Toubleshooting 2FA Login
Wise-Sync Release Notes
Wise-Sync Release Notes (2019)
Wise-Sync: Version 4.6.10 Release Notes
Wise-Sync: Version 4.6.9 Release Notes
Wise-Sync: Version 4.6.8 Release Notes
Wise-Sync: Version 4.6.7 Release Notes
Wise-Sync: Version 4.6.6 Release Notes
Wise-Sync: Version 4.6.5 Release Notes
Wise-Sync: Version 4.6.4 Release Notes
Wise-Sync Release Notes (2018)
Wise-Sync: Version 4.6.3 Release Notes
Wise-Sync: Version 4.6.2 Release Notes
Wise-Sync: Version 4.6.1 Release Notes
Wise-Sync: Version 4.6.0 Release Notes
Wise-Sync: Version 4.5.4 Release Notes
Wise-Sync: Version 4.5.3 Release Notes
Wise-Sync: Version 4.5.2 Release Notes
Wise-Sync: Version 4.5.1 Release Notes
Wise-Sync Release Notes (2017)
Wise-Sync & Wise-Pay Release Notes
Wise-Sync: Version 4.5.0 Release Notes
Wise-Sync: Version 4.4.2 Release Notes
Wise-Sync: Version 4.4.1 Release Notes
Wise-Sync: Version 4.3.24 Release Notes
Wise-Sync: Version 4.3.23 Release Notes
Wise-Sync: Version 4.3.22 Release Notes
Wise-Sync: Version 4.3.21 Release Notes
Wise-Sync: Version 4.3.20 Release Notes
Wise-Sync: Version 4.3.19 Release Notes
Wise-Sync: Version 4.3.19 Release Notes
Wise-Sync: Version 4.3.18 Release Notes
Wise-Sync: Version 4.3.18 Release Notes
Wise-Sync: Version 4.3.17 Release Notes
Wise-Sync: Version 4.3.16 Release Notes
Wise-Sync: Version 4.3.15 Release Notes
Wise-Sync: Version 4.3.14 Release Notes
Wise-Sync: Version 4.3.13 Release Notes
Wise-Sync: Version 4.3.12 Release Notes
Wise-Sync: Version 4.3.11 Release Notes
Wise-Sync: Version 4.3.10 Release Notes
Wise-Sync: Version 4.3.9 Release Notes
Wise-Sync: Version 4.3.8 Release Notes
Wise-Sync: Version 4.3.7 Release Notes
Wise-Sync: Version 4.3.5 Release Notes
Wise-Sync Update: Enhanced Security for PCI Requirements (Error: Unable to load Wise-Sync within ConnectWise)
Wise-Sync: Version 4.3.4 Release Notes
Wise-Sync Update: Change of IP Address
Wise-Sync: Version 4.3.6 Release Notes
Wise-Sync: Version 4.3.6 Release Notes
Getting Started with Wise-Pay (Merchants)
Introduction to Wise-Pay
Introduction to Wise-Pay Setup
Introduction to the Invoice Life Cycle in Wise-Pay
Select your preferred payment provider
Manage Wise-Pay Users
How To Configure Wise-Pay Merchant Account
Introduction to Wise-Pay
1. Getting Started - Wise-Pay Setup
Getting Started - Wise-Pay Onboarding Overview
Getting Started: Step 1.1 - Signing Up
Getting Started: Step 1.2 - Selecting your Payment Provider
Getting Started: Integrated 3rd Party Payment Providers
Getting Started with Wise-Pay FAQ
FAQ - Do I need to be a Wise-Sync Customer to use Wise-Pay?
FAQ - Does this service work with both "On-Premise" and "Cloud" ConnectWise instances?
FAQ - How does Wise-Pay work?
FAQ - Will I need additional PCI Compliance?
FAQ - How secure is the service?
Wise-Pay (Merchant) Know How
Wise-Pay FAQ
Multi-Connection support in Wise-Pay
FAQ - How do I increase my Merchant Limit?
What is AVS (Address Validation)
How To Configure Payment Processor Account API Keys
How to Cancel Scheduled Payment
How do I enable Discover?
Send a receipt to client after credit card has been processed
How Do I Manage Accounting Connections as a Merchant
FAQ - How to edit Autotask Variables in a PayNow Email Link
FAQ - How to void a successful payment
Wise-Pay Videos
Video: How to Edit and Re-sync an Invoice
Video: Best Practices for Accepting Pre-Payments
Video: Best Practices for Notifications
Video: Best Practices For Reconciling your Wise-Pay Clearing Account
Video: Understanding Batch Payments
Video: Wise-Pay Essentials
Video: Wise-Pay Product Demonstration
Wise-Pay for Xero
Please reconnect your Xero Company. Your access token has not been authorised or has been disconnect.
Xero Conversion Invoices
What are Overpayments in Xero
Wise-Pay Overpayments in Xero
FAQ - If I void an invoice in Xero, will it stop the Auto-Payment in Wise-Pay?
Wise-Pay Prepayments in Xero
What are Pre-Payments in Xero and how do I handle them?
Error Applying Payment: Unable to apply payment to Xero Invoice
Wise-Pay for Quickbooks Online
QBO: How to create a refund where a fee needs to be refunded to a client
QBO: Fix Unprocessed Payment when payment is being directly applied from the Bank Statement.
How to create a refund where a fee needs to be refunded to a client (QBO)
What are Overpayments in QuickBooks Online
FAQ - Does Wise-Pay work with QuickBooks Desktop (or Enterprise)
What are Pre-Payments in QBO and how do I handle them?
Merchant Configuration
Merchant Configuration
Update to Multi- Connection Settings
Step 2.1 - Configure Merchant Accounts
Update to Multi-Connection Settings and Event Notifications
Branding
ConnectWise Customer Portal
Step 2.4a - How to Configure Basic Settings for Merchant Accounts
Email Link for ConnectWise Invoices
Step 2.4b - How To Configure Advanced Settings for Merchant Account
Template: Direct Debit Service Agreement (AU)
Step 2.5 - Configure: Bank Reconciliation Groups for IntegraPay
Step 2.6 - Configure: draft invoices approved for payment
Step 2.7 - Configure: Append Company name to Payer
Step 2.8 - Configure: Pay Scheduled Invoices
Merchant Account Configuration
Xero Pay Now
Getting Started
Payer Admin
Payer Admin: Overview
Payer Admin: 4.1 - Wise-Pay Account Branding
Payer Admin: 4.2 - Terms & Disclaimers
Payer Admin: 4.3 - Creating Wise-Payers
Payer Admin: 4.4 Wise-Payer Registration Flow
Payer Admin: 4.5 - Credit Cards & Bank Accounts
Payer Admin: 4.6 - Auto Payments
Account Branding: Setup Wise-Pay Account Branding
Card Details / Surcharges
Credit Card Surcharges Guidelines
Configuring Credit Card Surcharges
How to Override Surcharges?
How to void a surcharge invoice
How to: Void a Surcharge Invoice
FAQ - Does Wise-Pay automatically handle the Payment Surcharge?
Notification Configuration
Wise-Pay Event Notifications
Configure Wise-Pay Event Notifications
FAQ: What are notification Placeholders?
Terms & Disclaimers
New Feature: Add Signature when accepting Terms and Disclaimers
Step 2.2 - Configure: Terms & Disclaimers
Step 2.2.1 - Default: Terms & Disclaimers (AU & NZ)
Step 2.2.2 - Default: Terms & Disclaimers (US)
Terms and Disclaimers
Default Terms & Disclaimers (US)
Default Terms & Disclaimers (AU & NZ)
Payment Services
Payment Services
Getting Started: Step 3 - Configure Payment Services
Payment Options - PayNow Email Link - ConnectWise Invoice Template
Payment Options - PayNow Email Links - Autotask
Payment Options - Proxy: ConnectWise Customer Portal
Payment Options - Payment Services: Xero PayNow
Payment Options - Proxy: QuoteWerks Portal
Wise-Pay Integration
How to Manage Proxy Links for Third-Party Applications
Wise-Pay Integration - DeskDirector
Wise-Pay Integration - ITSupportPanel
Wise-Pay Integration - CloudRadial
ConnectWise Sell® Order Porter
ConnectWise Sell Proxy
FAQ - How do you handle pre-payments from Quosal?
FAQ - What is Quosal?
Payment Providers
Payment Provider: IntegraPay
What is IntegraPay?
Merchant Configuration: Integrapay
Payment Provider: BrainTree
Merchant Configuration: BrainTree
FAQ - What is BrainTree
Payment Provider: Stripe
Stripe Merchant Settings
Reconcilitation Overview for QuickBooks Online (Stripe Merchants)
FAQ - What is Stripe?
Payment Provider: Authorize.Net
Authorize.Net Merchant Settings
FAQ - What is Authorize.Net?
Payer Support
Getting Started with Wise-Pay
Wise-Pay for Payers: Overview
Introduction to Wise-Pay Payer Dashboard
Setup My Wise-Pay Account
How To Configure My Wise-Pay Account
Access Wise-Pay
Reset your Wise-Pay password
How to access Wise-Pay
How to Log Into Wise-Pay
Managing My Wise-Pay Account
Managing Credit Card Details
Managing Bank Account Details
Add a New Zealand Bank Account
How to Edit User Details for My Account
How To Change My Company Name
Pay an Invoice
How To Pay an Invoice
How to Make Batch Payments
Errors
Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
Late Rejections
Payer FAQ
FAQ - I am a Payer and I don't have any events to select from.
Wise-Pay User Management
Creating/Maintaining Wise-Pay Users
How To Log Into Wise-Pay
FAQ - What is the cost for additional users?
Manage Wise-Pay User Access
Accepting Payments
Getting Started - Accepting Payments
Getting Started: Using a Wise-Pay Clearing Account
Welcome to Wise-Pay: Start Accepting Payments
Wise-Pay Virtual Terminal
Wise-Pay Virtual Terminal
Configure: Wise-Pay Virtual Terminal (Quick Link)
How to Use Virtual Terminal to Make Payments
Getting Started - Scheduling Auto-Payments
What Are Automatic Payments?
Invitation to New Clients - Not currently on DDR/ACH
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Payment Options
How To Receive Payment for an Issued Invoice
Receive payments through Pay Now
Payer Overview
How to Configure PayNow Links to Get Payment
How To Schedule Payment For an Invoice
Batch Payments
What are Batch Payments
How to Make Batch Payments
How To Handle Overpayments
How To Handle Overpayments
How to add or remove an invoice from a batch
Refunds
How to process a refund for a paid invoice that has an incorrect amount?
How to refund when the payer wants to pay through another payment method
How to process a refund for a paid invoice that has an incorrect amount?
FAQ- How to Refund When An Invoice Has Been Paid Twice
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
FAQ- How to Allow Real-Time Payment for a Scheduled Invoice
FAQ - If a customer pays their direct debit invoice manually will it still get direct debited?
FAQ - How do I know when payment has been processed?
FAQ - Are Credit Card Processing Fees Calculated in Wise-Pay within the new ACCC legislation?
FAQ - Can I accept credit cards over the phone?
FAQ- How Can I Configure Wise-Pay to Receive Payment for Draft Invoices
FAQ- How To Automatically Cancel Scheduled Transaction When the Invoice is Modified in the Accounting Package
ConnectWise REST API Beta Program
Participant Information
What is the ConnectWise REST API Beta Program?
Beta Program Preparation
Beta Program Cheat Sheet
Getting Started - Wise-Sync for ConnectWise
Getting Started - Setup
New Account - Getting Setup
Wise-Sync Setup > Overview
Setup ConnectWise Accounting Integration > Overview
Pre-Setup ConnectWise > Step 1 > Apply ConnectWise Member Security
Pre-Setup ConnectWise > Step 2 > Creating an Integrator Login
Getting Started - ConnectWise Expenses
Pre-Setup ConnectWise Expenses > Overview
Pre-Setup ConnectWise Expenses > Step 1: GL Mapping of Expense Types
Pre-Setup ConnectWise Expenses > Step 2: Setup Wise-Sync Options
Pre-Setup ConnectWise Expenses > Step 3: Setup Wise-Sync Expense Connect Linked Accounts
Pre-Setup ConnectWise Expenses > Step 4: Updating GL Entries from Accounting interface
Pre-Setup ConnectWise Expenses > Step 5: Batch Existing Records in ConnectWise
Pre-Setup ConnectWise Expenses > Completed: Start Syncing
Wise-Sync Expense Sync: Support for Expense Taxes in ConnectWise v2016.2 and later
New Feature: Enhanced Expenses > Document Sync
Expenses Known Issue > Unapproved Expenses Batching to Xero
Expense Warning > No Transaction created for Personal Expense paid by Non-Company Account
Getting Started - ConnectWise GL Mapping
ConnectWise GL Mapping > Purchase Order Freight
ConnectWise GL Mapping > Scenario: Segmenting Revenue & COGS at the Product Category Level
ConnectWise GL Mapping > Scenario: Segmenting Revenue at the Product Sub-Category Level
Pre-Setup Connectwise > GL Mapping > Understanding the Levels
Pre-Setup Connectwise > GL Mapping > Considerations for GL Mapping New Accounting Integration
Getting Started - ConnectWise Inventory
Pre-Setup ConnectWise Inventory > Overview
ConnectWise Inventory > Step 1: Setup ConnectWise XRef's
ConnectWise Inventory > Step 2: Setup Inventory Mapping in Wise-Sync
ConnectWise Inventory > Step 3: Setup Inventory Adjustment GL Mapping
ConnectWise Inventory > Step 4: Setup Inventory Transfer GL Account Mapping
ConnectWise Inventory > Completed: Start Syncing
Pre-Setup ConnectWise Inventory > The Function of Inventory
Advanced Setup Option > Inventory Part Compliance
ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
ConnectWise Inventory > Use Case: Inventory Transfer
ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
Getting Started - Wise-Sync Setup
1. Update your Account Details
2. Setup Wise-Sync Company (ConnectWise)
3. Create Wise-Sync Users
Open navigation
Getting Started - Wise-Sync for ConnectWise
Getting Started - Setup
New Account - Getting Setup
Wise-Sync Setup > Overview
Setup ConnectWise Accounting Integration > Overview
Pre-Setup ConnectWise > Step 1 > Apply ConnectWise Member Security
Pre-Setup ConnectWise > Step 2 > Creating an Integrator Login
Getting Started - ConnectWise Expenses
Pre-Setup ConnectWise Expenses > Overview
Pre-Setup ConnectWise Expenses > Step 1: GL Mapping of Expense Types
Pre-Setup ConnectWise Expenses > Step 2: Setup Wise-Sync Options
Pre-Setup ConnectWise Expenses > Step 3: Setup Wise-Sync Expense Connect Linked Accounts
Pre-Setup ConnectWise Expenses > Step 4: Updating GL Entries from Accounting interface
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Getting Started - ConnectWise GL Mapping
ConnectWise GL Mapping > Purchase Order Freight
ConnectWise GL Mapping > Scenario: Segmenting Revenue & COGS at the Product Category Level
ConnectWise GL Mapping > Scenario: Segmenting Revenue at the Product Sub-Category Level
Pre-Setup Connectwise > GL Mapping > Understanding the Levels
Pre-Setup Connectwise > GL Mapping > Considerations for GL Mapping New Accounting Integration
Getting Started - MultiLevel GL Mapping
Getting Started - ConnectWise Procurement
Getting Started - ConnectWise Inventory
Pre-Setup ConnectWise Inventory > Overview
ConnectWise Inventory > Step 1: Setup ConnectWise XRef's
ConnectWise Inventory > Step 2: Setup Inventory Mapping in Wise-Sync
ConnectWise Inventory > Step 3: Setup Inventory Adjustment GL Mapping
ConnectWise Inventory > Step 4: Setup Inventory Transfer GL Account Mapping
View all (12)
Getting Started - Wise-Sync Setup
1. Update your Account Details
2. Setup Wise-Sync Company (ConnectWise)
3. Create Wise-Sync Users