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Credit Card            &  Bank Accounts

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4.5 - Credit Cards & Bank Accounts

Wise-Pay provides the ability to save Credit Cards and Bank Accounts to file, so you can charge clients whenever necessary.

It is important that the Payer agrees to have their details saved for later use.  To ensure you have the correct documentation, IntegraPay provide Direct Debit Request forms, it is strongly recommended that you receive these completed forms. 

Add a Credit Card

There are two different methods for adding a new Bank Credit Card to a Payers account.  

Option 1:

1. Log into Wise-Pay
2. Click Payer Admin
3. Click the Credit Card image
4. Enter Name on Credit Card
5. Enter Credit Card Number
6. Select the Credit Card Expiry Date.
7. Click 'I accept the terms for saving my card for later use'
8. Click 'Accept' to the Terms
9. Click Save  

Option 2: 

1. Log into Wise-Pay
2. Click Payer Admin
3. Click edit (on the account you wish to add a bank account)
4. Click Add > Credit Card
5. Enter Name on Credit Card
6. Enter Credit Card Number
7. Select the Credit Card Expiry Date.
8. Click 'I accept the terms for saving my card for later use'
9. Click 'Accept' to the Terms
10. Click Save

Add a Bank Account

There are two different methods for adding a new Bank Account to a Payers account.

Option 1:

1. Log into Wise-Pay
2. Click Payer Admin
3. Click on the $ symbol
4. Fill out required information
5. Tick 'I accept the terms for saving my bank details for later use'
6. Click 'Accept' to Terms
7. Click Save.

Option 2:

1. Log into Wise-Pay
2. Click Payer Admin
3. Click Edit
4. Click Add > Bank Account
5. Fill out required information
6. Tick 'I accept the terms for saving my bank details for later use'
7. Click 'Accept to Terms'
8. Click Save.

Additional Resources

How to

How to add a New Zealand Bank Account in Wise-Pay
How to update a Credit Card or Bank Account
How can a Payer add a new Credit Card