Applies to: ConnectWise Manage, Datto Autotask PSA, Xero and QuickBooks Online
Wise-Pay allows both Merchant Administrators and Payers to manage Automatic Payments.
How do I get there?
To manage Auto-Payments, click Payer Admin from the top menu and select the Payer.
What do I do?
Here's how to do it
- Click Payer Admin
- Find the Payer
- Click Allocate Auto-pay terms to this user
- Click Add Mapping
- Select: Auto Payment Terms ID
- Select: Primary Payment Method
- Tick: I accept the terms for automatic payments
- Click: I Agree
To understand the color coding for Auto-pay mappings, see How To Manage Payers