ConnectWise Sell Integration (Order Porter Quote payments)

ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly.


The ConnectWise Sell/ Wise-Pay integration allows your payers to pay a quote via credit card and/or bank debit/ACH. When a recurring portion forms part of the quote payment, the payer will be prompted to create a Wise-Pay payer account (if they don't yet have one) and save a payment method. This then allows you to process their recurring payments via our Automatic Payments process using their saved payment method. 

How do I configure this?

In order to facilitate quote payments from ConnectWise Sell Order Porter, Wise-Pay needs to be configured as a proxy:

  1. In Wise-Pay, go to Configure> Merchants > Integrations tab
  2. Under 'ConnectWise Sell', check 'Is Enabled'
  3. Click on 'Generate' 
  4. Click Save'
  5. Click 'Display' and copy the API Key
  6. Refer to the SELL KB (to be provided) for details on how to set up the Wise-Pay integration inside ConnectWise Sell (Order Porter)


How is the Quote Paid?

If a One-Time payment for the quote is required, after the payer accepts the Order Porter Terms and completes the Order Porter E-Signature section, when they click 'Accept and Pay in the quote, they will be navigated to our Pay Now experience:

  • When the quote contains a One-Time Payment only, and no recurring portion, the payer will be able to login, register or checkout as guest.
    For details on this process, refer to this article.
  • When the quote contains a One-Time payment AND a recurring portion, the payer will either need to log in (if they are an existing Wise-Pay Payer) or register for Wise-Pay. They won't be able to checkout as guest, as for both cases, the payer will need to save a payment method that can then be used for their recurring agreement.
  • When your payer registers to be a Wise-Pay payer, they will be emailed the Welcome to Wise-Pay email where they can create their password and complete their account.  
  • Once the payment has been made, the payer will be navigated straight back to the Quote in ConnectWise Sell where  they will be able to see if the payment was successful or not. If the payment failed, they will be able to retry payment from Sell. 

Frequently Asked Questions

What payment methods can be used for payment?
You can configure the payment methods you want to accept for One-Time quote payment in ConnectWise Sell. Both credit cards and bank debits/ACH are able to be configured in Sell.
Please note that this won't override what payment methods are enabled in Wise-Pay, e.g. if you are not set up for bank debits in Wise-Pay, the quote is unable to be paid by bank debit even if you have allowed this payment method in Sell.
One-Time Payments

When the quote contains a One-Time Payment only, and no recurring portion, the payer will be able to login, register or checkout as guest.
If they checkout as guest, only credit card payments are able to be accepted.
For details on this process, refer to this article.

Recurring Payments

When the quote contains a One-Time payment AND a recurring portion, the payer will either need to log in (if they are an existing Wise-Pay Payer) or register for Wise-Pay. They won't be able to checkout as guest, as for both cases, the payer will need to save a payment method that can then be used to pay for their recurring agreement.
For details on this process, refer to this article.

How is the Quote payment handled in my Accounting Package?
  • When a One-Time Payment is made, a Xero Credit Note/QBO Credit Memo will be created in Wise-Pay and in your Accounting Package for the payment received from your customer.
    In Xero, a draft credit note is created for bank/ACH payments which is then approved once the payment has been approved. If the payment fails, the credit note is removed from Xero. Payment against the credit note can be retried from within Wise-Pay. 
  • A quote payment invoice will also be created in your Accounting Package. 
  • Both invoices are created with the reference 'PF'.
  • Once the Downpayment invoice is created in your PSA and then synced to your Accounting Package, you need to manually apply the credit to the Downpayment invoice. This needs to be done in your Accounting Package.
    Refer to this article for further information on applying credit notes.
Failure to apply the credit to the Downpayment invoice may lead to a duplicate payment!
Automatic Payments for recurring agreements

At this stage, you will need to manually allocate billing terms in Wise-Pay for your payer, while we work on an automated solution.
See this article for further details on how to map billing terms for automatic payments.  

Can payers schedule their One-Time payment?
No, only real-time credit card and bank debit payments can be made.
What if the bank debit payment fails?
As bank debit payments take a few days to settle, if the payment fails as a late rejection, your payer is able to make payment against the auto created Credit Note Invoice from the Outstanding Payments widget in Wise-Pay.
Payers can click 'Pay Quote' from the actions dropdown.

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