Payment Option: Configure PayNow Links

Step 1: Generate PayNow Url in Wise-Pay

1. Click Configure
2. Click Merchant
3. Click Edit
4. Click PayNow Links Tab
5. Select the PayNow Link Type: Xero
6. Select the PayNow Link User (this will be the user that will be linked to the proxy access
7. Click Generate
8. Click on: Display
9.  Copy the following details into the Xero Payment Services Configuration Screen in the following steps: 

   

Step 2: Copy PayNow Link to Xero

1. Log into Xero
2. Click Settings
3. Select General Settings
4. Select Invoice Settings
5. Click on Payment Services button at the top of the Invoice settings page
6. Click + Add Payment Service button
7. Select from the list: Custom Payment URL
8. Enter Wise-Pay in the Name field
9. Enter the URL into Your Custom URL field

Step 3: Apply Payment Services

To enable payment services for invoices, you need to set each branding theme to use Wise-Pay

1. Click on Managed Theme
2. Select Wise-Pay
3. Click Save

Step 1: Create a Quicklink

1. Click on the Configure Menu > Merchants at the top
2. Click on the Edit icon 
3. Click on the PayNow Links Tab on that Top application tabs.
4. Select Quick Link from the link type drop down list
5. Select the User Account from the user drop down
6. Click Generate.
7. Click on Display to display the link
8. Copy the Quick link URL including the long TransactionId
9. Press Save then move to Step 2

   Tip:

   Instead of writing the code down with a notepad and pen, press CTRL + A, CTRL + C to automatically copy it to your computers inbuilt clipboard.

Step 2: Create the Custom User Menu in Connectwise

1. In Connectwise, click on the Setup Tables
2. Search for "Custom Menu Entry"
3. Create a New Custom Menu Entry
4. Enter the Title: Wise-Pay Virtual Terminal
5. Enter the Quick Link copied from Step 1 into the Link field
6. Download the Wise-Pay Logo and save this in a place to access later
7. Access the place where you saved the file (you will need to change the file filter to include png files)
8. Uncheck the "Open in New Window" checkbox.
9. Select which Locations should be excluded (if you want to limit access to this menu).
10. Press Test - To ensure that the link has been saved correctly, if it does not work, repeat the process at Step 1.
11. Press Save, your link will be visible when you close and reopen ConnectWise.

    Note:

    Virtual Terminal will only display the outstanding payment details for an invoice, not any customer details - it is important that you confirm details with the customer to ensure that you are paying the correct invoice.

1. Log into ConnectWise
2. Click System
3. Click Setup Tables
4. Search for Portal Configuration
5. Edit Portal Configuration
6. Click on the Invoices Tab
7. Select Yes to enable online payments if it is presently disabled
8. Select Authorize.Net from the Payment Processor
9. Enter the Transaction Key into both API Login and Transaction Key
10. Enter the Live URL into the URL
11. Test Transactions - ConnectWise will simply test that the connectivity to the Wise-Pay processor is active, no test transactions are processed.
12. Click Save