How do I setup Auto-Payments without Credit Card Surcharges


Wise-Pay allows you to setup Auto-Payments without Credit Cards surcharges, you can do this if:
  • You take bank account payments (DDR's) and want to offer this method without any additional fees
  • You don't want to charge surcharges (and you will wear the cost)

Configuration


ConnectWise: you will need to make sure your ConnectWise setup has a Billing Term for No Surcharge, if it doesn't you will need to create one.
Example: Wise-Pay (Due Upon Receipt - No Surcharge)

Wise-Pay
  1. Log into Wise-Pay
  2. Click Configuration
  3. Click Auto-Payments
  4. Click Edit
  5. Click + Add Billing Term > enter details
  6. Click Save
  7. Go back and edit the Billing Term > you will now see a surcharge tab > enter details
  8. Click Save
You will then need to ensure the the customers are allocated to the correct Billing Term

Example