Managing Auto-Payments

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

  1. Click Payer Admin
  2. Find the Payer
  3. Click Allocate Auto-pay terms to this user
  4. Click Add Mapping
  5. Select: Auto Payment Terms ID
  6. Select: Primary Payment Method
  7. Tick: I accept the terms for automatic payments
  8. Click: I Agree
  9. Save

Auto-Payment Icons

To understand the color coding for Auto-pay mappings, see How To Manage Payers

P
Paul is the author of this solution article.

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