Configure: Bank Reconciliation Group for IntegraPay
- Log into Wise-Pay
- Click Configure
- Select Merchants
- Click Edit
- Click Settlements Group tab
- Update Settlement group values (if required)
- Click Save
Additional Information:
What is Pre-Payment Deposit Grouping:
By enabling this feature, IntegraPay will then settle payments received from the various pre-payment sources into discreet groups based on the source of the transaction ie:
- Quosal
- iSell (eCommerce)
- ConnectWise Email Invoice Links (when an invoice has not et been synced), and
- Virtual Terminal
What does this mean:
Wise-Pay merchant's will have the ability to
- Payments settled to the bank account will be grouped by the Transaction Description set by the source of the transaction.
- Merchants will receive the funds into their bank accounts settled as total funds grouped by the reference for each payment source.
http://setup.wise-pay.com/knowledgebase/articles/1149166-new-feature-pre-payment-settlement-deposit-groupi
V1.3.3 Feature Release Webinar