Syncing paid invoices to ConnectWise with Wise-Sync is simple. Wise-Sync posts applied payments back to ConnectWise, the only condition for this process to work is that the Invoice Reference must be exactly the same in both systems.
Tip: Allocating Credit Memos
There is no way for Wise-Sync to interact with the application of credit memos. Credit Memos should be raised in ConnectWise (created as a Special Invoice - Credit Memo), synced, and then applied to both the ConnectWise invoice and the Xero Invoice manually.
Syncing Payment back to ConnectWise
- Select the company you wise to Sync to
- Click on the Payments Tab (if not already selected)
- Set an alternative date to sync Payments Updated After (I.e. To re-apply payments made earlier).
- Press the Sync Payments button.
- Review the results
Note:
Wise-Syc 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.