How to Add a Payer

Once you have subscribed to Wise-Pay and completed the onboarding process (completed by Wise-Pay consultants), you need to add payers to enable them to pay through Wise-Pay. The payers don’t have to pay any subscriptions for making payments through Wise-Pay.


It is recommended that the payer company should exist in ConnectWise or the accounting package (or both) before you add the payer to Wise-Pay.


Steps

The following are the steps to add a payer in Wise-Pay:

  1. Login to Wise-Pay as a merchant. See How To Log Into Wise-Pay.
  2. Ensure that a company is selected from the Company drop-down.
  3. Select Payer Admin to view the Payer Company Access page that lists the payers registered with your company.

    You must have the Allow Company Access privilege in Wise-Pay to perform this operation. REFERENCE TO USER ACCESS.

  4. Click Add Payer to add a new payer.
    Wise-Pay displays the Add New Payer
  5. Start typing the payer company name in the Payer Company Name text area. Wise-Pay searches the matching company names from the connected accounting application. Select the desired company name.
  6. If not added automatically, enter the email address for the payer company in the Email
  7. Enter the first and last name of the contact person for the payer company
  8. Click Save to save the payer or click Save and Edit to save and start the configuration process.
    Wise-Pay sends a welcome email to the payer’s email address with a link to create a password.


You will have to repeat the above process for each of the payer company created in the accounting package.



J
JJ is the author of this solution article.

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