Overview of Wise-Pay Auto-Payments

Wise-Pay Auto-Payments

Auto-Payment scheduling provides the flexibility of automating and debiting the saved client's bank account or credit card for an invoice amount that varies every month.  This functionality is prefect for MSA invoices which can often change based on the number of users, devices or elements managed under the agreement.

Note: Auto-Payments are currently enabled for bank account debits (DDR/ACH) or credit cards processed through IntegraPay, while 3rd Party Merchants (Stripe, BrainTree and Authorize.Net) will only use credit cards.

Following the setup process for each customer, and with Wise-Pa and Wise-Sync Invoice sync you can:

  • Send the invoice to your Account Package
  • Schedule the debit based on your billing terms set on the invoice
  • Update the schedule debit amount if you re-sync the invoice
  • Add on any transaction fees you choose to pass onto the customer (an provide them a separate invoice for the additional fee and or/surcharge)
  • Match the payment into your Wise-Pay clearing accounts with the invoice for simple reconciliation
  • Send payment confirmation back to ConnectWise when the next sync after the scheduled debit occurs

Getting Started:

  1. Read the Auto-Payment Overview
  2. Configure Auto-Payment Settings & Billing Terms
  3. Add Wise-Payers & Configure Auto-Payments
  4. Sync to Schedule Auto-Payments

Configuring Auto-Payment settings and Billing Terms will be a once-off setup, while adding Wise-Payers and configuring Auto-Payments will be required for each customer.  The syncing of existing invoices is already happening, so no extra steps!

How does Wise-Pay's Auto-Payment's work?

Auto-Payment's provide a method of direct integration between ConnectWise Invoices, the Merchant Service providing the payment gateway for ACH/DDR and credit card debits, and your accounting package.  Wise-Pay uses the Wise-Sync service to send invoices to your accounting package (Xero or QuickBooks Online), checks if the customer has been setup as a Wise-Payer for Auto-Payments, and by matching the billing terms it will schedule the payment based on those billing terms using the saved payment method - ACH / DDR or Cred Card on file.

Additional Resources

Managing Auto-Payments

Configure Auto Payment Settings

Syncing to schedule Auto-Payments

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