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   Credit Card 
          &
 Bank Accounts
    
Auto Payment


Step 4.2: Creating Wise-Payers

Grant User Access to Wise-Pay Secure Features

Wise-Pay accepts payments without adding users. You only need to add users if you wish to allow users (or admins) to have access to the Wise-Pay portal to manage their payment methods, access copies of invoices, or if you want to set the up for Automatic Payments.

There are two types of access options for users that need access to make payment. By default Wise-Pay can accept payments for your invoices without the need to add any users. User accounts are only required if you wish to save payment methods, or to allow users to access advanced features.

  • Un-Authenticated - Guest User
    • Direct Access through Payment Services, a user account is not required to simply accept a payment from one of the payment following services:
      • Quosal Order Porter (where no Recurring Payment Type is selected on the quote)
      • Xero Payment Services (Pay Now Button)
      • ConnectWise Portal Access (Pay Now Button)
      • ConnectWise Invoice Templates (HTML Button)

  • Authenticated User - Wise-Payer
    • Added through your Wise-Pay admin console, provides users with the ability to:
      • Save Credit Card & Bank Accounts
      • Make Payment using a Saved Credit Card
      • Add / Change payment methods.
      • View Past Payments
      • Schedule / Cancel Future Dated Payment
      • Download Invoice (PDF)
      • Can be setup for Automatic Payments (more on Automatic Payments here)

Note: The user account for a Wise-Pay (User) is linked to their email. Each Wise-Pay user can be invited to multiple Wise-Pay accounts (organizations) simplifying the access if the payee has multiple companies that use Wise-Pay.

If you need to save payment information, or where a recurring schedule of payments needs to be established, each user will need to be setup for access to the Wise-Pay portal.

Wished that we imported your ConnectWise Portal Users?

Wise-Pay is the gateway to sensitive financial information saved in your Payment Provider.
ConnectWise portal user access is by no means secure enough to link to saved payment details,
so we would rather that you created new user accounts so that Wise-Pay can securely manage the
credentials and user accounts access.

In order to facilitate the exchange of payment information from ConnectWise Customer Portal, Wise-Pay is configured as a proxy, using the Authorize.Net framework to pass though the payment information to Wise-Pay, so that payment information can then be validated against balances outstanding in your Accounting System. Wise-Pay will always resolve the payment amount from your accounting system - regardless of payment amount showing in ConnectWise.  


Before you add a Payer to Wise-Pay, you should first send an email to your customers, advising them you are partnering with Wise-Pay and IntegraPay for payment processing and that they should expect an email, inviting them to become a Payer.

For further information and template emails please refer to the following knowledge based article:
Invitation to New Clients - Not currently on DDR/ACH
Invitation to New Clients - Already on DDR/ACH (with previous provider.

We also strongly recommend that Payer's complete and return the Direct Debit Authority Form that IntegraPay have provided in their initial welcome email to you.

You are now ready to Add a Payer to Wise-Pay.


Add a Wise-Payer

Note: Wise-Pay links users by Email Address. By Adding a user account to Wise-Pay, you are authorizing the named user to access all Invoices for their company that are approved in your Accounting System.

Add a Payer:


1. Log into Wise-Pay
2. Click Payer Admin
3. Start typing in Payers Name - select it from the Auto-populate
4. Enter Payers email Address
5. Enter Payers First Name
6. Enter Payers Last Name
7. Click Save & Edit to add further information



Important:
It is important to select the payer from the auto-population, the Payers name needs to be an exact match to your Accounting Package and ConnectWise for Auto-Pay to work.

Once a payer has been created in Wise-Pay they will automatically receive a Welcome to Wise-Pay email.
For further information regarding the Welcome email please refer to the following article:
http://setup.wise-pay.com/knowledgebase/articles/748929-payer-admin-4-4-wise-payer-registration-flow




Add a Bank Account / Credit Card


Please refer to the following knowledge based articles for information regarding adding a Bank Account or Credit Card:
How do I update a Credit Card or Bank Account
How to add a Credit Card or Bank Account
How to add a New Zealand Bank Account
How can a Payer add a new Credit Card



Add Auto-Pay Mapping


Please refer to the following knowledge based articles for information regarding adding Auto-Pay Mapping
Can a Payer add Auto-Payment Terms
Configuring Auto-Payments

More on > Automatic Payments

Next > Review Wise-Payer Registration Flow