Introduction to the Wise-Pay Merchant Dashboard

The Wise-Pay Dashboard is loaded once you have logged into Wise-Pay.

Given Wise-Pay has been configured and invoices synced to your Accounting Package using Wise-Sync, the Wise-Pay Dashboard will display the invoices issued to your customers (payers) for payment. 

Given your customers have been registered in Wise-Pay as payers, they are able to login and see their own Wise-Pay Dashboard, displaying invoices they need to pay / have paid via Wise-Pay. Read up more about what your payers can see at Introduction to Wise-Pay Payer Dashboard.

It is important to understand the invoice life cycle in Wise-Pay before you start processing payments. See Introduction to Invoice Life Cycle in Wise-Pay.

In-App Notifications

The screen area above the Outstanding Payments widget is used to display important notifications for your Wise-Pay Merchant. An example is included below.

Dashboard Widgets

The Wise-Pay Dashboard contains a series of widgets that allow you to manage your payments for your invoices. 

Dynamic Data - Refreshing the Dashboard Widgets

Invoice payments are dynamic in nature, meaning the data in Wise-Pay needs to constantly be updated, in order to give you the most up to date information. While Wise-Pay is constantly updating data often as possible, sometimes, it may not be up to date when you need it to be.

Read more about what to do to refresh your Wise-Pay Dashboard at Refreshing the Wise-Pay Dashboard Widgets.

The widgets displayed in the Wise-Pay Dashboard are listed below.

Outstanding Payments

The Outstanding Payments widget will list invoices with an outstanding balance, that is invoices that have not been fully paid.

Read more about the Outstanding Payments widget at The Outstanding Payments Widget.

Scheduled Payments

The Scheduled Payments widget displays invoices that have been scheduled for payment. Invoices in this widget remain here until the payment has been fully processed.

Read more about the Scheduled Payments widget at The Scheduled Payments Widget.

Automatic Payments

The Automatic Payments widget displays a list of payments that are being/have been processed via the Automatic Payments feature. Read more about this feature at What Are Automatic Payments.

Read more about the Automatic Payments widget at The Automatic Payments Widget.

Past Payments

The Past Payments widget displays each payment processed by Wise-Pay in its own right. For example, if an invoice was paid by two part-payments, two payments will be displayed in this widget for that invoice.

Read more about the Past Payments widget at The Past Payments Widget.

Transaction Failures

The Transaction Failures widget displays failed payment attempts.

Read more about the Transaction Failures widget at The Past Payments Widget.

Paul is the author of this solution article.

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