Wise-Pay for Payers: Overview

Wise-Pay allows Payers to have a free account that enables them to have a secure management portal to manage their Credit Card, Bank Account, Invoices and Payments through a secure method. 

What can I do as a Payer?
Using Wise-Pay you have the ability to:
  • Save Credit Card and Bank Account Details
  • Make Payments via a Credit Card or Bank Account
  • Add / Change payment methods
  • View Past Payments - processed through Wise-Pay
  • Schedule payments 
  • Cancel future dated payments
  • Download Invoices (PDF)
  • Setup Automatic Payments

The following diagram highlights the flow of actions for a payer:

Wise-Pay Dashboard

Your Wise-Pay Dashboard consists of:

  • Outstanding Payments- this will display a list of Outstanding Invoices
  • Scheduled Payments- this will display any Invoices that have been scheduled for payment
  • Past Payments- this will display all past payments made via Wise-Pay

Your Settings Tab will provide you with access to:

Pay Now

Pay Now Tab will provide you with access to:

  • Make a Single Invoice Payment. 
  • Make a Batch Invoice Payment.
Schedule Payments

Schedule Payments Tab provides you with the ability to:

  • Search for specific amounts
  • Search dates
Transaction Search

Transaction Search Tab provides you with the ability to:

  • Search by Invoice Numbers
  • Search by Amounts
  • Search by Transaction ID
  • Search by Transaction Status: Paid | Scheduled | Cancelled | Fixed | Payment Errors | Processing Errors | Part Paid | Deleted | Error | Overpayment
  • Search by Date Reference
  • Search by Direct Debit Payment
  • Search by Batch Payment
Paul is the author of this solution article.

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