- Wise-Sync for ConnectWise Manage
- Solution home
- Getting Started - Wise-Sync for ConnectWise
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Getting Started - Wise-Sync for ConnectWise
- Getting Started - Setup
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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
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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
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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
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Wise-Sync for ConnectWise and Xero
- Getting Started - Xero Setup
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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
- Advanced Feature Setup - Xero Tracking
- Getting Started - Expense
- Xero Known Issues
- Examples
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Wise-Sync for ConnectWise and QBO
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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)
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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
- Getting Started - ConnectWise Expense (QBO)
- Error Messages
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Getting Started - QuickBooks Online Setup
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Syncing with Wise-Sync
- Syncing with Wise-Sync
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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
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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
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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?
- 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?
- FAQ - Common Questions about ConnectWise REST API Keys
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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
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Wise-Sync Errors and Troubleshooting
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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
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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.
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Known Issues
- 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
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Known Issues (Resolved)
- (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: 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
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Sync Errors - Inventory
- User Management
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Wise-Sync Release Notes
- Wise-Sync Release Notes (2019)
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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
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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
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Wise-Pay Release Notes
- Wise-Pay Release Notes (2019)
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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
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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
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Incident Reports
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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
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Incidents
- Freshdesk Support Portal Help
- Getting Started with Wise-Pay (Merchants)
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Wise-Pay Merchant Admin Support Portal
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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: Payment Provider - IntegraPay
- Getting Started: Payment Provider - BrainTree
- Getting Started: Payment Provider - Stripe
- Getting Started: Payment Provider - IntegraPay (GlobalPay)
- Getting Started: Payment Provider - Authorize.Net
- Getting Started: Integrated 3rd Party Payment Providers
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2. Getting Started - Merchant Configuration
- Step 2.1 - Configure Merchant Accounts
- Step 2.2 - Configure: Terms & Disclaimers
- Step 2.2.1 - Default: Terms & Disclaimers (AU & NZ)
- Step 2.2.2 - Default: Terms & Disclaimers (US)
- Step 2.3 - Configure: Wise-Pay Virtual Terminal (Quick Link)
- Step 2.4a - How to Configure Basic Settings for Merchant Accounts
- 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
- Mechant Configuration: Authorize.Net (Setup)
- Merchant Configuration: BrainTree
- Merchant Configuration: Stripe
- Merchant Configuration: Integrapay
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3. Getting Started - Payment Services
- Getting Started: Step 3 - Configure Payment Services
- Payment Options - How To Configure Allowed Credit Cards and Surcharges
- 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
- Wise-Pay Integration - DeskDirector
- Payment Options - Proxy: QuoteWerks Portal
- Payment Options - Proxy: Quosal Order Porter
- Wise-Pay Integration - ITSupportPanel
- Wise-Pay Integration - CloudRadial
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4. 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
- 7. Getting Started - The Wise-Pay Dashboard
- 8. Getting Started - How To Manage Payers
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Errors
- Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
- Fix Unmatched Auto-Payments: Couldn't find a Payer
- Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
- Known Issues
- Payers - Client Information
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1. Getting Started - Wise-Pay Setup
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Wise-Pay (Merchant) Know How
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How To Articles
- How To Log Into Wise-Pay
- Configure Notifications: Payers Account
- How to process a refund for a paid invoice that has an incorrect amount?
- Configure Notifications: User / Company Accounts
- Configure Notifications: Merchant Admin Accounts
- QBO: How to create a refund where a fee needs to be refunded to a client
- How to delete a Payer
- How to Manage Automatic Payments
- QBO: Fix Unprocessed Payment when payment is being directly applied from the Bank Statement.
- What Happens if Pre-Payments were processed to an incorrect Account
- Merchant Account Configuration
- Reconcilitation Overview for QuickBooks Online (Stripe Merchants)
- Wise-Pay Overpayments in QuickBooks Online
- Wise-Pay Overpayments in Xero
- Manage (add / remove) invoices applied in a Batch Payment
- Fix Unprocessed Payments: Payment can only be made against Authorised Documents.
- What are Pre-Payments in Xero and how do I handle them?
- Reconcilling a Wise-Pay Clearing Account with no Pre-Payments
- Error Applying Payment: Unable to apply payment to Xero Invoice
- How to: Void a Surcharge Invoice
- What are Pre-Payments in QBO and how do I handle them?
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FAQ
- Does Wise-Pay automatically handle the Payment surcharge?
- Credit Card Surcharges Guidelines
- I have added a new customer in ConnectWise but they aren't available in Wise-Pay
- Is a Payer set up for Auto-Payments?
- FAQ - What are Wise-Pay Notifications
- What is a Processing Error
- How to Manage Proxy Links for Third-Party Applications
- How to add a New Zealand Bank Account
- What is a payment error?
- FAQ - How do I increase my Merchant Limit?
- What is AVS (Address Validation)
- How To Configure Payment Processor Account API Keys
- FAQ - What is AVS (Address Validation)
- How do I Import Payers into Wise-Pay
- FAQ - How do I refresh Wise-Pay Billing Terms
- Can a Payer add Auto-Payment Terms
- FAQ - Can a Payer Add Auto-Payment Terms
- FAQ - What is the difference between Processing Errors and Payment Errors?
- What are Batch Payments - Over Payment
- FAQ- How to Allow Real-Time Payment for a Scheduled Invoice
- How to create a refund where a fee needs to be refunded to a client (QBO)
- FAQ - Is a Payer set up for Auto-Payments?
- What are Overpayments in QuickBooks Online
- FAQ: How to setup Auto-Payments without Credit Card Surcharges
- What are Overpayments in Xero
- FAQ - How do I log into the Wise-Pay Portal?
- FAQ - What is the cost for additional users?
- Prepayments- What are they?
- What happens if pre-payments are processed to an incorrect account?
- FAQ - If I void an invoice in Xero, will it stop the Auto-Payment in Wise-Pay?
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New Feature
- New Feature: Add Signature when accepting Terms and Disclaimers
- Notifications
- New Feature: Batch Payments Overpayment
- New Feature: Pre-Payment Settlement Deposit Grouping (IntegraPay Only)
- New Feature: Merchant Payer now includes Company Name.
- New Feature: Allow a Payer to make payment on an invoice that is in Draft.
- New Feature - Batch Pay Multiple Invoices
- New Feature - Account Action Buttons
- New Feature: Ability to Import Payers into Wise-Pay
- New Feature: The ability to configure the Invoice.
- New Feature: Auto Payments can be processed based on Invoice Due Date.
- New Feature: Check scheduled bank debits against invoice due balance prior to the day of payment.
- New Feature: User Icon.
- New Feature: Payer > Ability to rename Payer Company Name
- New Feature: Dashboard > Preload Outstanding Payments
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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
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How To Articles
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Wise-Pay Merchant Company Support Portal
- Merchant Admininstrator
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How To Articles
- 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 refund when the invoice has been paid twice?
- How to configure Notifications for Payers
- Notifications: Merchant Admin Accounts
- How to Override Surcharges?
- How to use a Wise-Pay Clearing Account
- How do I refresh Wise-Pay Billing Terms?
- How to increase my Merchant Limit
- How do I setup Auto-Payments without Credit Card Surcharges
- How do I refresh Wise-Pay Billing Terms?
- How do I increase my Merchant Limit?
- How to add or remove an invoice from a batch
- How to void a surcharge invoice
- How to delete a Payer
- Wise-Pay Prepayments in Xero
- What are Pre-Payments and how do I handle them?
- How do I enable Discover?
- How to View a Transaction Declined Error Code?
- Payer Admin
- Auto-Payments
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Configuration
- Update to Multi- Connection Settings
- Update to Multi-Connection Settings and Event Notifications
- Configuring Credit Card Surcharges
- ConnectWise Sell Proxy
- Branding
- ConnectWise Customer Portal
- Email Link for ConnectWise Invoices
- Virtual Terminal (Quick Link)
- Terms and Disclaimers
- IntegraPay Merchant Settings
- Authorize.Net Merchant Settings
- BrainTree Merchant Settings
- Stripe Merchant Settings
- Xero Pay Now
- Getting Started
- Errors
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Accepting Payments
- 5. Getting Started - Accepting Payments
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6. Getting Started - Scheduling Auto-Payments
- What Are Automatic Payments?
- Configure Automatic Payments and Billing Terms
- 6.3 Adding Wise-Payers & Configuring Auto-Payments
- 6.4 Syncing to Schedule Auto-Payments
- Invitation to New Clients - Not currently on DDR/ACH
- Invitation to New Clients - Already on DDR/ACH (with previous provider)
- Optional: Notifying Your Clients About Wise-Pay Automatic Payments
- Managing my Payer Account
- Getting Started with Wise-Pay for Payers
- How to Pay an Invoice
- Getting Started - Wise-Sync for Datto Autotask PSA
Getting Started - Wise-Sync for ConnectWise
Getting Started - Setup
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
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