After you subscribe to Wise-Pay merchant subscription, a Wise-Pay onboarding and handover session would be scheduled. During the onboarding session, one of the Wise-Pay consultants will configure your merchant account and make sure that ConnectWise, accounting package, and Wise-Pay are integrated. The consultant will make all the required configurations to make sure that ConnectWise invoices are synced to the accounting package, and then to your Wise-Pay account. By the end of this session, you would be able to add payers and take payments from them for the issued invoices.
At the same time, it is important for you to understand and remember the options available to configure your Wise-Pay merchant account. This would enable you to make ongoing changes required to your merchant account. For example, changing payment processors or setting limits on the transaction amount, or changes related to supported credit cards. The following settings are configured as a part of the merchant account configuration:
Note: These settings are exclusive to Wise-Pay merchants. A registered Wise-Pay payer cannot see these settings.
|Configuring Merchant Accounts||How to Configure Basic Settings for Merchant Accounts|
|Configuring Advanced Options for Merchant Account||How To Configure Advanced Settings for Merchant Account|
|Configuring Payment Processor API Keys||How To Configure Payment Processor Account API Keys|
|Configuring Credit Cards and Surcharges||How To Configure Allowed Credit Cards and Surcharges|
|Configuring Proxy||How To Manage Proxy Links for Third-Party Applications|
|Configuring PayNow Links||How to Configure PayNow Links to Get Payment|
|Configuring Email Links||How to Configure Email Links to Get Payment|
|Configuring Integrations with third-party applications||How to Integrate Wise-Pay to DeskDirector|
|Configuring Settlement Groups|