Add a Payer to Wise-Pay
Note: Wise-Pay links user email address, by adding a user account to Wise-Pay, you are authorizing the named user to access all Invoice for their company that are approved in your Accounting System.
Add a Payer
- Log into Wise-Pay
- Click Payer Admin
- Start typing in a Payers Name - select it from the Auto-populate
- Enter payers email address
- Enter payers first name
- Enter payers last name
- Click Save & Edit to add further information
IMPORTANT: it is important to select the payer from the auto-population, as the Payers name needs to be an exact match to your Accounting Package and ConnectWise.
Once a payer has been created in Wise-Pay they will automatically receive a Welcome to Wise-Pay email.