Automatic 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.
Automatic 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 Automatic 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.
Here's how to do it:
Configure Wise-Pay Automatic Payments - see Configuration
Ensure Payer (Customer) is added as a Payer in Wise-Pay
Ensure the Payer is allocated to the correct ConnectWise Billing Terms
Sync ConnectWise invoice to your Accounting Package
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.