Wise-Pay Virtual Terminal:
What it does
Wise-Pay allows for a direct link to a Virtual Terminal page that will provide direct payment options for you to accept payments without the requirement for a user to have a payment link. The Wise-Pay Virtual Terminal has been specifically created to allow the site to be displayed within ConnectWise as a Custom Menu Entry.
Wise-Pay allows for single transaction payments to be directly reconciled and applied, however where multiple invoices or walk-in customers and payments where the invoice hasn't been created yet Wise-Pay Virtual terminal will create a Prepayment.
For further information regarding Prepayment please refer to the following Knowledge Based Article: http://setup.wise-pay.com/knowledgebase/articles/1124854
What it means
The Wise-Pay Virtual Terminal allows your team to quickly and easily take payment for outstanding or new accounts, which ensures that you are able to reduce the risk of non-payment for walk-in or non-account customers work.
What configuration is required
Refer to the following knowledge based article for configuration requirements: Wise-Pay Virtual Terminal (Quick Link)
Note: There is no option to override the surcharges when accessing Wise-Pay Virtual Terminal. Surcharges will be applied based on the merchant configuration.