When you log into your Wise-Pay payer account, Wise-Pay displays a dashboard containing invoices originating from your Wise-Pay merchant. These invoices are displayed in the following three pods or sections; outstanding payments, scheduled payments and past payments.
The Outstanding Payments pod displays the invoices with outstanding payments. This also includes the invoices that have been automatically scheduled using the automatic payments feature. As long as the full payment for the invoice is not paid and the underlying accounts are not settled in the accounting system, the invoices would stay in this pod.
Note: A calendar icon next to the Total Outstanding amount of an invoice indicates that it has been scheduled for payment.
Available Actions
The following actions are available through the Actions dropdown on each invoice displayed in the Outstanding Invoice pod:
- Pay Now: Enables you to make a payment for this invoice. You can either make full or partial payment for this invoice.See Pay an Invoice Through Pay Now.
- Schedule: Enables you to set a schedule for paying this invoice. Once scheduled, the invoice would be visible in the Scheduled Payments. See Schedule a Payment.
- Bath Pay Now: Enables you to make a payment for a batch of invoices issued by the same Wise-Pay merchant. See What are Batch Payments.
- Download PDF: Enables you to download a PDF copy of this invoice.
The Scheduled Payments pod displays the invoices which have been scheduled for payment. The invoice stays in this pod until the payment is successful and the configured account is settled. An invoice can be scheduled through any of the following methods:
- The payer selects Actions>Schedule and schedules an invoice for payment.
- The invoice has a billing term that has been configured for automatic payments by the Wise-Pay merchant.
Available Actions
The following actions are available through the Actions drop down on each invoice displayed in the Scheduled Invoice pod:
- Check Request: Wise-Pay checks the payment status of this invoice with the payment processor and reflects the status. The following are the possible values for this field.
- Cancel Payment: Wise-Pay cancels the payment schedule for this invoice and pushes the invoice out of the Scheduled Payments pod.
- Download PDF: Enables you to download a PDF copy of this invoice.
The Past Payments pod displays the invoices for which a payment has been successful. Each payment (either partial or full) is displayed as a separate transaction. For example, if you have paid an invoice by making two part-payments, two records would be displayed in this pod for that invoice.
A round arrow indicates that the payment for this invoices was made through automatic payments.
The following diagram shows a sample dashboard for a payer:
