Step 2.5 - Configure: Bank Reconciliation Groups for IntegraPay

Configure: Bank Reconciliation Group for IntegraPay

  1. Log into Wise-Pay
  2. Click Configure
  3. Select Merchants
  4. Click Edit
  5. Click Settlements Group tab
  6. Update Settlement group values (if required)
  7. Click Save

Additional Information:

What is Pre-Payment Deposit Grouping:
By enabling this feature, IntegraPay will then settle payments received from the various pre-payment sources into discreet groups based on the source of the transaction ie:
  • Quosal
  • iSell (eCommerce)
  • ConnectWise Email Invoice Links (when an invoice has not et been synced), and
  • Virtual Terminal

What does this mean:
Wise-Pay merchant's will have the ability to
  • Payments settled to the bank account will be grouped by the Transaction Description set by the source of the transaction.
  • Merchants will receive the funds into their bank accounts settled as total funds grouped by the reference for each payment source.
For further information please refer to the following article:
V1.3.3 Feature Release Webinar
Paul is the author of this solution article.

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