Add a Payer

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

  1. Log into Wise-Pay
  2. Click Payer Admin
  3. Start typing in a Payers Name - select it from the Auto-populate
  4. Enter payers email address
  5. Enter payers first name
  6. Enter payers last name
  7. 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. 

Paul is the author of this solution article.

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