The Payer Company Access page enables you search for a particular payer. This feature is helpful when you want to make changes to a particular payer's account settings such as adding a credit card. Wise-Pay offers basic and advanced search to aid your search needs.
You can directly enter payer name or email, or the payer company name and click Search to view the matching results. You can click Clear to clear the search criteria and start over again.
Click Advanced Search to view various helpful search options that would enable to quickly get to the desired payer account record.
A logical AND is applied when you select multiple options. For example, if you select True from Has Credit Card and True from Has Transaction Errors, you will get payer records for which one or more credit cards have been configured, and there are some transaction errors.
The following options are available with advanced search:
|Payer Name||The name of the contact person of the payer company|
|The email address of the payer company|
|Payer Company Name||The name of the payer company|
|Automatic Payment Terms|
The automatic payment term used in the auto payment mapping for the payer.
If you select a value from this drop-down, the results will display the payers who have used the selected term in their auto-pay mapping.
|Has Credit Card|
|Has Bank Account|
|Has Transaction Erros|
This setting is helpful when you are trying to find a payer to fix a transaction error.
You can proceed to payer management features when you have found the required payer record. See How To Manage Payers.