How To Articles

Configure Notifications: Payers Account
How to configure Notifications for Payers. Wise-Pay allows your Payers to receive notifications.  To receive notifications, a Payer will need to Subscribe ...
Sat, 24 Mar, 2018 at 7:33 PM
Configure Notifications: User / Company Accounts
How to configure Notifications for User / Company Accounts Wise-Pay allows User / Company Accounts to receive notification for different events.   You wil...
Sat, 24 Mar, 2018 at 7:33 PM
Configure Notifications: Merchant Admin Accounts
How to configure Notifications for Merchant Admin Accounts There are two parts for Merchant Admin Accounts to configure: Event Notification - Create even...
Sat, 24 Mar, 2018 at 7:33 PM
QBO: How to create a refund where a fee needs to be refunded to a client
How to create a refund where a fee needs to be refunded to a client. In the below two scenario's, a customer has paid the surcharge fee / online proce...
Sat, 24 Mar, 2018 at 7:33 PM
How to 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 '...
Sat, 24 Mar, 2018 at 7:33 PM
How to Manage Automatic Payments
How to Manage Automatic Payments Wise-Pay allows you and your Payers to manage Automatic payments where Payers can be allocated to multiple Payment Terms, ...
Sat, 24 Mar, 2018 at 7:33 PM
QBO: Fix Unprocessed Payment when payment is being directly applied from the Bank Statement.
Fix Unprocessed Payment: Payment can only be applied to invoices that are awaiting payment.  The invoice is either fully paid, draft or has been voided. ...
Wed, 16 May, 2018 at 3:26 PM
What Happens if Pre-Payments were processed to an incorrect Account
What happens if pre-payments are processed to an incorrect account? To resolve the issues, you will need to complete either of the following: 1. Re-Creat...
Sat, 24 Mar, 2018 at 7:33 PM
Merchant Account Configuration
The below information is the recommended Merchant Account Configuration. 1. Approve When Paid When enabled, draft invoices will automatically be approved w...
Sat, 24 Mar, 2018 at 7:34 PM
Reconcilitation Overview for QuickBooks Online (Stripe Merchants)
Reconciliation Overview for QuickBooks Online (Stripe Mercants) All transactions processed via Stripe should be processed into your Wise-Pay Clearing Accou...
Sat, 24 Mar, 2018 at 7:34 PM