Syncing with Wise-Sync: Payment Sync

Syncing paid invoices from your Accounting Package back to ConnectWise with Wise-Sync is simple. Wise-Sync posts the applied payments back to ConnectWise at the click of a button, with the only condition being that the Invoice Reference must be exactly the same in both systems.

Tip: Allocating Credit Memos

Wise-Sync is unfortunately unable to interact with the application of credit memos. Credit Memos need to be raised in ConnectWise (created as a Special Invoice - Credit Memo), synced to the Accounting Package, and then applied to both the ConnectWise invoice and the Accounting Package Invoice manually.

Syncing Payment back to ConnectWise

  1. Select the company you need to Sync to
  2. Click on the Payments Tab (if not already selected)
  3. Set the 'Sync Payments Updated After' date
    Refer to this KB for more information about setting the Payment Sync Date.
  4. Press the 'Sync Payments' button.
  5. Review the results


Wise-Sync processes any payments applied which are cross-referenced against a ConnectWise list of invoices. Wise-Sync does not validate whether a payment has been reconciled on the bank statement.

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