New Feature: The ability to configure the Invoice.

The ability to configure the Source of the Invoice download.

Wise-Pay merchants have the ability to set the source of the Invoice to be downloaded to your Accounting Package or your ConnectWise invoice.

Once configured, when a Payer logs on to view an Invoice, depending on your configuration, they will either view the Accounting Package Invoice or ConnectWise's Invoice.

This can be configured in the Merchant Configuration > Invoice Source.

Configure Invoice Source:

  1. Click on 'Configure'
  2. Click on 'Merchants'
  3. Click edit your 'Merchant Account'
  4. From the drop down, select which invoice you will use:
  • ConnectWise Invoice
  • Account Platform (QuickBooks Online or Xero).
       5. Click 'save'

When you clicking the box, the below options are available for selection.

  • If ConnectWise fails to return a PDF Invoice (for example: Surcharge Invoices, Prepayments, Invoices entered directly into the Accounting Package) then it will default to returning the Accounting Package invoice.
  • Only approved or paid invoices will be displayed, if an invoice has been voided or in Draft status it cannot be downloaded from the accounting Package.
Paul is the author of this solution article.

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