Payer Admin

Payer Registration Flow
Wise-Payer registration flow Once you have added a user Wise-Pay automatically emails your customer an invitation to set their user account password, and t...
Sat, 24 Mar, 2018 at 2:06 PM
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - new to DDR Dear [Client Name]. At [Company Name] we are always looking for opportunities to innovate and make things...
Sat, 24 Mar, 2018 at 2:06 PM
Template: Invitation to New Clients - with previous provider
Template: Invitation to Wise-Pay (with previous provider) Dear [Client Name], At [Company Name] we are always looking for opportunities to innovate and ma...
Sat, 24 Mar, 2018 at 2:06 PM
Delete a Payer
How to delete a Payer Depending on what fields are linked to the Payer there are two different steps for deleting a payer. Delete a payer that has no &#x...
Sat, 24 Mar, 2018 at 2:06 PM
Add a Payer
Add a Payer to Wise-Pay Note: Wise-Pay links user email address, by adding a user account to Wise-Pay, you are authorizing the named user to access all Inv...
Sat, 24 Mar, 2018 at 2:06 PM
Payer Overview
Payer Overview There are two types of access options for users that need access to make payments.  By default Wise-Pay can accept payments for your invoice...
Sat, 24 Mar, 2018 at 2:06 PM