Step 2.6 - Configure: draft invoices approved for payment

Configure: Draft Invoice approved for payment.

  1. Log into Wise-Pay
  2. Click Configure
  3. Select Merchants
  4. Click Edit
  5. Click Advanced Options
  6. Select 'Approve When Paid' - When enabled, draft invoices will automatically be approved when applying a payment
  7. Click Save

Additional Information

What it means
For partners that do not have the Wise-Sync account set to 'post to approved', rather records are created as 'draft' they can now accept payment.

For further information please refer to the following knowledge based article:
V1.3.3 Feature Release Webinar

Related Articles

1. Getting Started - Wise-Pay Setup
2. Getting Started - Merchant Configuration
3. Getting Started - Payment Services
4. Getting Started - Payer Admin
5. Getting Started - Accepting Payments
6. Getting Started - Scheduling Auto-Payments

Paul is the author of this solution article.

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