This is the moment that you've been waiting for, finally a payment integration that changes the way that you accept and manage payments.
For too long, the capabilities of payment systems have been about taking the cash, and leaving the rest to you to figure out. The reality is that by accepting credit card payments it can result in hours wasted reconciling, matching and finding information on transactions, burning through hours of your valuable time; and don't get us started on the cost ...
Well, no more! Wise-Pay is going to get you online accepting payments in a flexible and cost effective way.
If you've previously worked through the Wise-Sync setup, you'll be familiar with our step-by-step processes, designed to help you through the simple (but complex) steps. Good news is that Wise-Pay has less configuration; more relaxation. So let's get started. Here is what you will need to complete:
Sign up to Wise-Pay
If you have Wise-Sync, but are yet to sign up to Wise-Pay you can send an email to: firstname.lastname@example.org and we will send you a proposal for Wise-Pay which you can accept.
Alternatively, if you do not have Wise-Sync or Wise-Pay you can sign up for them here: https://www.wise-sync.com/accounting-sync/pricing/
Configure your Merchant Settings
Each Merchant has a slightly different implementation; so we've documented each. Just keep in mind that the details provided in these screens are sensitive, so please keep them safe as you would any other primary access information. Click on the following articles to set up each of the different payment providers.
Your subscription will include a standard account with IntegraPay, our preferred payment provider:
IntegraPay Merchant Settings
Stripe Merchant Settings
Braintree Merchant Settings
Authorize.Net Merchant Settings
Payment services provide the connection between the various integration points (ConnectWise, Quosal, Email Links) to the supported Payment Providers (IntegraPay, Braintree, Stripe, Authorize.Net)
Email Link for ConnectWise Invoices - Create an email link to include a Pa Now button in the HTML body of the Invoice Email template sent from ConnectWise Batch Email Wizard
Quosal Order Porter Integration - Configure the Quosal Order Porter integration, to accept one-time and recurring payments instantly from Order Porter
ConnectWise Customer Portal: Pay Now - Configure the Customer Portal for ConnectWise, to enable the Pay Now button
Xero Payment Services: Pay Now - Configure Xero Payment Services, to enable the Pay Now button