Fix Unmatched Auto-Payments: Couldn't find a Payer.

This error indicates the ConnectWise Invoice is using Billing Terms that have been set up in Wise-Pay for Auto-Payments, however Wise-Pay cannot find a Payer that has been set up with those Billing Terms.  

Error: Invoice [Invoice #] cannot be queued for auto-payment processing.  Couldn't find a payer in [Payer Name] that is allocated to these billing terms.  [Billing Terms].




Error:  Invoice [Invoice #] cannot be queued for auto-payment processing.  Couldn't find a payer in [Payer Name] that is allocated to these billing terms.  [Billing Terms].
Issue: The ConnectWise Invoice is using Billing Terms that have been set up in Wise-Pay for Auto-Payments, however Wise-Pay doesn't have a Payer with that name.

Steps to resolve the issue:

1. Click on 'Unmatched'
2. On the 'Fix Unmatched Auto-Payments' screen you will see full details of the error message:


3.  Create a Payer in 'Payer Admin'
http://setup.wise-pay.com/knowledgebase/articles/748926-payer-admin-4-2-creating-and-managing-wise-paye

4. Add Payment Details
5. Configure Auto-Payment terms
http://setup.wise-pay.com/knowledgebase/articles/809736-6-3-adding-wise-payers-configuring-auto-payments

6. Go back to the 'Fix Unmatched Auto-Payments' screen
7. Click 'Actions'
8. Click 'Match' this will match the records and remove the error.

IMPORTANT:
If you do not want to schedule the payment for Auto-Payments you can:
7. Click: 'Actions'
8. Click 'Delete'