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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-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
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