Search for a Payer

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.

Basic Search

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.

Advanced Search

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:

Option

Description

Payer NameThe name of the contact person of the payer company
EmailThe email address of the payer company
Payer Company NameThe 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
  • Ignore: Ignore this setting while searching.
  • True: The payers with one or more credit cards configured
  • False: The payers with no credit cards configured
Is Expiring
  • Ignore: Ignore this setting while searching.
  • True: The payers with a configured credit card approaching the expiry date
  • False: The payers with a valid credit card 
Is Expired
  • Ignore: Ignore this setting while searching.
  • True: The payers with a configured credit card that has expired
  • False: The payers with a configured credit card that is valid
Has Bank Account
  • Ignore: Ignore this setting while searching.
  • True: The payers with a configured bank account
  • False: The payers with no bank account configured
Has Transaction Errors

This setting is helpful when you are trying to find a payer to fix a transaction error.

  • Ignore: Ignore this setting while searching.
  • True: The payers having some active transaction errors
  • False: The payers with no transaction errors.
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Nemia is the author of this solution article.

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