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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.
Additional Resources
Overview of Wise-Pay Auto-Payments
Configure Auto-Payment Settings & Billing Terms in Wise-Pay
Adding Wise-Payers & Configuring Auto-Payments
Syncing to Schedule Auto-Payments
How to
How to setup Auto-Payments without Credit Card Surcharges
How to Manage Automatic Payments
Frequently Asked Questions
How to tell if a Payer is set up for Auto-Payments