How to Manage Auto-Pay Terms for Payers

As a payer administrator, you can configure automatic payment terms for the payers through the Payer Company Access page. The auto-payment terms are used to pay invoices using automatic payments. See What Are Automatic Payments for Merchants for more details.


To understand the color coding for icons, see How To Manage Payers.


Steps

Follow these steps to configure auto-payment terms for a payer:

  1. Click Payer Admin to view the Wise-Pay Settings page.
    Wise-Pays displays a list of payers registered with your merchant account.

  2. Click the corresponding Edit icon ( ) to edit the payer details.

  3. Click the Auto-Pay tab to view the saved cards for this payer.

  4. To add a new auto-payment mapping, select Add > Auto-Payment Mapping, Or click the Edit icon to edit an existing auto payment mapping.
    Wise-Pay displays the Automatic Payment User Setting dialog box.

    On the Payer Company Access page, you can also click (no auto-pay mapping) to add a new mapping, or click  > <Auto Payment mapping name> to edit it.


  5. Select the automatic payment term from the Automatic Payment Terms Id drop-down.

  6. Select the Primary and Secondary payment methods to automatically pay the invoices matching this payment term.

    The secondary payment method would be available in the future release.


  7. Click the I accept the terms for saving my card for later use check box.
    Wise-Pay displays the Terms & Conditions popup listing the terms defined by the Wise-Pay merchant for credit card payments.
  8. Click Accept to accept the terms.

  9. Click Save.

You can delete an auto-pay mapping for any of your payers. The payer cannot delete a mapping created by the payer admin.


J
JJ is the author of this solution article.

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