I have added a new customer in ConnectWise but they aren't displayed in Wise-Pay.
A Payer will not be displayed in Wise-Pay 'Payer Company Name' auto selector if:
- You have not synced a record to your Accounting Package
- If the name in ConnectWise is different to your Accounting Package
Please Note: the match is case sensitive.
If you have not synced a customer record, ensuring you copy and paste the EXACT customer name from ConnectWise into the 'Payer Company Name'