Payer Admin: 4.6 - Auto Payments

Paul MacNeill

Modified on: Fri, 8 Mar, 2019 at 11:39 AM

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4.6 - Auto Payments

Auto-Payment scheduling provides the flexibility of automating and debiting the saved client's bank account or credit card for an invoice amount that varies every month. This functionality is prefect for MSA invoices which often change based on the number of users, devices or elements managed under the agreement.

How do Wise-Pay Auto-Payments Work?

Auto-Payments provide a method of direct integration between ConnectWise invoices, the Merchant Service providing the payment gateway for ACH/DDR and credit card debits, and your accounting package. Wise-Pay uses the Wise-Sync service to send invoices to your accounting package (Xero or Quickbooks Online), checks if the customer has been setup as a Wise-Payer for Auto-Payments, and by matching the billing terms it will schedule the payment based on those billing terms using the saved payment method - ACH/DDR or the credit card on file associated with that billing term.

Auto-Payment Steps:

Configuration: Wise-Pay Auto-Payments
Ensure Payer (Customer) is added as a Payer in Wise-Sync
Ensure the Payer (Customer) is allocated to the correct ConnectWise Billing Terms
Sync ConnectWise invoice to your Accounting Package

The Invoice will now be schedule for automatic payment in Wise-Pay.

IMPORTANT:

Only use Wise-Pay Billing Terms on ConnectWise Invoice's that have agreed to Direct Debit. If you apply Wise-Pay Billing Terms to all invoices in ConnectWise and they are not set up as a Payer in Wise-Pay or do not have the correct Billing Terms you will receive an error alert and payment will not be processed.