Payer Admin: Creating Wise-Payers

Wise-Pay accepts payments without adding users. You only need to add users if you wish to allow users (or admins) to have access to the Wise-Pay portal to manage their payment methods, access copies of invoices, or if you want to set them up for automatic payments.

How do I get there?

To configure add a new Payer in Wise-Pay, click the Payer Admin page, click Payer Admin from the top Menu.

What do I do?

Check out the settings below and what you need to do with them. For more information about adding a payer in Wise-Pay, see Add a Payer.

There are two types of access options for users that need access to make payment. By default Wise-Pay can accept payments for your invoices without the need to add any users. User accounts are only required if you wish to save payment methods, or to allow users to access advanced features:

  • Un-Authenticated - Guest User
    • Direct Access through Payment Services, a user account is not required to simply accept a payment from one of the payment following services:
      • ConnectWise Sell Order Porter (where no Recurring Payment Type is selected on the quote)
      • Xero Payment Services (Pay Now Button)
      • ConnectWise Portal Access (Pay Now Button)
      • ConnectWise Invoice Templates (HTML Button)

  • Authenticated User - Wise-Payer
    • Added through your Wise-Pay admin console, provides users with the ability to:
      • Save Credit Card & Bank Accounts
      • Make Payment using a Saved Credit Card
      • Add / Change payment methods.
      • View Past Payments
      • Schedule / Cancel Future Dated Payment
      • Download Invoice (PDF)
      • Can be setup for Automatic Payments (more on Automatic Payments here)

Note:

The user account for a Wise-Pay (User) is linked to their email. Each Wise-Pay user can be invited to multiple Wise-Pay accounts (organizations) simplifying the access if the payee has multiple companies that use Wise-Pay.If you need to save payment information, or where a recurring schedule of payments needs to be established, each user will need to be setup for access to the Wise-Pay portal.

Importing ConnectWise Portal Users 

Wished that we imported your ConnectWise Portal Users? Wise-Pay is the gateway to sensitive financial information saved in your Payment Provider. ConnectWise Portal User access is by no means secure enough to link to saved payment details, so we would rather that you created user accounts so that Wise-Pay can securely manage the credentials and user accounts access.In order to facilitate the exchange of payment information from ConnectWise Customer Portal, Wise-Pay is configured as a proxy, using the Authorize.Net framework to pass though the payment information to Wise-Pay, so that payment information can then be validated against balances outstanding in your Accounting System. Wise-Pay will always resolve the payment amount from your accounting system - regardless of payment amount showing in ConnectWise.

 Tips before adding a Payer to Wise-Pay 
Before you add a Payer to Wise-Pay, you should first send an email to your customers, advising them you are partnering with Wise-Pay and IntegraPay for payment processing and that they should expect an email, inviting them to become a Payer.
For further information and template emails please refer to the following knowledge based article:

Invitation to New Clients - Not currently on DDR/ACH

Invitation to New Clients - Already on DDR/ACH (with previous provider).

We also strongly recommend that Payer's complete and return the Direct Debit Authority Form that IntegraPay have provided in their initial welcome email to you.

P
Paul is the author of this solution article.

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