Syncing to Schedule Automatic Payments in ConnectWise

Applies to: ConnectWise Manage, Xero and QuickBooks Online

Prior to scheduling Auto-Payments, ensure you have:

  • Read the Automatic Payments Overview
  • Added Terms & Disclaimers
  • Configured Automatic Payment settings & Billing Terms
  • Created & configured Wise-Pay Clearing Account
  • Added Wise-Pay Payers, with a bank account or credit card saved on file and auto-pay terms applied

Here's how to do it:  

  1. Create the Invoice in ConnectWise
  2. Ensure that the invoice is using the correct billing term that has been configured in Wise-Pay
  3. Ensure the invoice date is set to allow the due date to work with the appropriate billing term
  4. Set invoice Status to Closed 
  5. Manually or batch send the invoice(s) to the client(s) 
  6. Sync the Invoice


Sync results post a warning message indicating that a matched Billing term was successfully scheduled for automatic payment processing after syncing the invoice.

Scheduled Payments Widget

To learn more about the Scheduled Payments widget, see The Scheduled Payment Widget.

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Paul is the author of this solution article.

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