ConnectWise CPQ (formerly ConnectWise Sell) offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly.
The ConnectWise CPQ / Wise-Pay integration allows your payers to pay a quote via credit card and/or bank debit/ACH. When a recurring portion forms part of the quote payment, the payer will be prompted to create a Wise-Pay payer account (if they don't yet have one) and save a payment method. This then allows you to process their recurring payments via our Automatic Payments process using their saved payment method.
How do I configure this?
In order to facilitate quote payments from ConnectWise CPQ Order Porter, Wise-Pay needs to be configured as a proxy:
- In Wise-Pay, go to Configure> Merchants > click on the 'Edit this account Merchant' icon > navigate to the Integrations tab
- Under 'ConnectWise Sell', check 'Is Enabled'
- Click on 'Generate'
- Click Save'
- Click 'Display' and copy the API Key
- Refer to the ConnectWise CPQ - Wise-Pay Payment document for details on how to set up the Wise-Pay integration inside ConnectWise CPQ (Order Porter)
- Ensure you have enabled the Prepayment Processed Successfully event notification so you are notified when a quote payment has been processed
- Ensure you have generated the PayNow Links for Event Notifications and QuickLinks have also been generated, as these are required for payments to be processed via Wise-Pay
How is the Quote Paid?
If a One-Time payment for the quote is required, after the payer accepts the Order Porter Terms and completes the Order Porter E-Signature section, when they click 'Accept and Pay in the quote, they will be navigated to our Pay Now experience:
- When the quote contains a One-Time Payment only, and no recurring portion, the payer will be able to login, register or checkout as guest.
For details on this process, refer to this article. - When the quote contains a One-Time payment AND a recurring portion, the payer will either need to log in (if they are an existing Wise-Pay Payer) or register for Wise-Pay. They won't be able to checkout as guest, as for both cases, the payer will need to save a payment method that can then be used for their recurring agreement.
- When your payer registers to be a Wise-Pay payer, they will be emailed the Welcome to Wise-Pay email where they can create their password and complete their account.
- Once the payment has been made, the payer will be navigated straight back to the Quote in ConnectWise CPQ where they will be able to see if the payment was successful or not. If the payment failed, they will be able to retry payment from Sell.
Frequently Asked Questions
Please note that this won't override what payment methods are enabled in Wise-Pay, e.g. if you are not set up for bank debits in Wise-Pay, the quote is unable to be paid by bank debit even if you have allowed this payment method in CPQ.
When the quote contains a One-Time Payment only, and no recurring portion, the payer will be able to login, register or checkout as guest.
If they checkout as guest, only credit card payments are able to be accepted.
For details on this process, refer to this article.
When the quote contains a One-Time payment AND a recurring portion, the payer will either need to log in (if they are an existing Wise-Pay Payer) or register for Wise-Pay. They won't be able to checkout as guest, as for both cases, the payer will need to save a payment method that can then be used to pay for their recurring agreement.
For details on this process, refer to this article.
- When a One-Time Payment is made, a Xero Credit Note/QBO Credit Memo will be created in your Accounting Package for the payment received from your customer.
The Credit Note will also be displayed in the Past Payments widget in Wise-Pay.
In Xero, a draft credit note is created for bank/ACH payments which is then approved once the payment has been approved. If the payment fails, the credit note is removed from Xero. Payment against the credit note can be retried from within Wise-Pay. - A quote payment invoice is created in your Accounting Package.
- Both invoices are created with the reference 'PF'.
- Once the Downpayment invoice is created in your PSA and then synced to your Accounting Package, manually apply the credit from the Credit Note to the Downpayment invoice. This needs to be done in your Accounting Package.
Refer to this article for further information on applying credit notes. - Once the credit has been applied the invoice in your accounting package, manually run a Payment Sync in Wise-Sync.
At this stage, you will need to manually allocate billing terms in Wise-Pay for your payer, while we work on an automated solution.
See this article for further details on how to map billing terms for automatic payments.
No, only real-time credit card and bank debit payments can be made.
Payers can click 'Pay Quote' from the actions dropdown.