The below information is the recommended Merchant Account Configuration.


1. Approve When Paid
When enabled, draft invoices will automatically be approved when applying a payment.
For further information please refer to the following knowledge base article: http://setup.wise-pay.com/knowledgebase/articles/1148815

2. Allow Payment When Scheduled
This feature provides merchants with the ability to allow payers to pay an invoice which has been scheduled for future payment.  If the payment has only been partially paid by the payer, Wise-Pay will reschedule the remaining balance for automatic payment.
For further information please refer to the following knowledge based article: http://setup.wise-pay.com/knowledgebase/articles/1148800-new-feature-allow-paynow-for-scheduled-invoices

3. Check Scheduled Payments
Check Accounting Platform for changes to invoices that are scheduled for payment.  Cancels existing scheduled transactions up to 18 hours prior to scheduled date if payment is already made or invoice is VOID.  If an amount is still owing, the system will resubmit the scheduled transaction for the remaining amount.
For further information please refer to the following knowledge based article: http://setup.wise-pay.com/knowledgebase/articles/1118311

4. Append Company Name
Enabling this feature will assist with reconciling payments as Payers will be able to be more easily identified when looking at merchant reports.
For further information please refer to the following knowledge based article: http://setup.wise-pay.com/knowledgebase/articles/1148824

5. Invoice Source & ConnectWise User
When a Payer logs on to view an invoice, depending on your configuration, they will either view the Xero / QBO invoice or the ConnectWise Invoice.
For further information please refer to the following knowledge based article: http://setup.wise-pay.com/knowledgebase/articles/1118323-new-feature-the-ability-to-configure-the-invoice