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Wise-Sync for ConnectWise Manage
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Getting Started with Wise-Sync and ConnectWise Manage
Welcome to Wise-Sync for ConnectWise Manage
Wise-Sync Activation Guide for ConnectWise Manage
Wise-Sync for ConnectWise Manage Activation Videos
Go-live Checklist Before You Start Syncing
Getting Started - Accounting Package Setup
Accounting Package Setup > QBO Setup
Accounting Package Setup > Xero Setup
Getting Started - ConnectWise Foundation Setup
Overview of ConnectWise Manage Foundation Setup for Wise-Sync
Apply ConnectWise Member Security
Create an Integrator Login
Accounting Package Setup Table Configuration
Update Billing Terms Cross References
Create 'GL Reload' Billing Status
Create Views on Invoice Search Screen
ConnectWise Manage Server Firewall Requirements
Getting Started - ConnectWise GL Mapping
New Accounting Integration GL Mapping Considerations
Mapping GL Accounts from ConnectWise Manage Company Structure
Wise-Sync GL Account Mapping Settings
ConnectWise GL Mapping > Scenario: Segmenting Revenue & COGS at the Product Category Level
Getting Started - Wise-Sync Setup
Wise-Sync Setup > Overview
Setup Wise-Sync Account (ConnectWise)
Set up Wise-Sync Users (ConnectWise)
Setup Wise-Sync Company (ConnectWise)
Getting Started - ConnectWise Expenses
Using ConnectWise Manage Expenses with Wise-Sync
Expense GL Mappings in ConnectWise Manage
Pre-Setup ConnectWise Expenses > Step 2: Setup Wise-Sync Options
Pre-Setup ConnectWise Expenses > Step 3: Setup Wise-Sync Expense Connect Linked Accounts
Pre-Setup ConnectWise Expenses > Step 4: Updating GL Entries from Accounting interface
Pre-Setup ConnectWise Expenses > Step 5: Batch Existing Records in ConnectWise
Pre-Setup ConnectWise Expenses > Completed: Start Syncing
Getting Started - Advanced Feature Setup
Xero Tracking for Product Category Level.
Advanced Setup > Inventory Setup
Syncing QBO Classes from ConnectWise Manage
Syncing Territory Sales Rep from ConnectWise Manage to Xero
Wise-Sync Errors and Troubleshooting
Sync Errors - Inventory
Inventory Product Returns (RMA Process)
ConnectWise 'CreateBatch' returned an error: System.Data.Syntax.ErrorException: Missing Operand after 'S' operator. at
Setting the Inventory Adjustment Default COGS Account
Warning: A Part-Shipped Purchase Order has already been synced
Sync Inventory - Issue > COGS Is artificially inflated as items were initially purchased into inventory, Client Synced to Xero After Inventory was switched on.
Error Posting Invoice > Inventory Journal Already Exists
Failed to insert the COGS journal for this batch
Wise-Sync Errors and Troubleshooting
Troubleshooting: Test ConnectWise Connectivity Fails Despite Correct Credentials
Xero Validation Error: Item code '{productID / Non-ProductID}' is not valid
QBO - Error: 'An error occurred while executing the query. Please check the stack trace for more detail'
Toubleshooting - A server error has occurred. Please contact your Manage Administrator.
Sync Error: Error Updating Xero: Adjustments are not supported unless Inventory COGS is enabled
Error Message: You do not have security access to view 'document'
Sync Error: ConnectWise Validation Error: Company or Contact has been deleted (in Company Recycle Bin)
An Item has a blank sales account number (for Expenses)
Validation Error: Xero Tax Validation Errors
ConnectWise 'UpdateBatch' returned an error: System.Data.SqlClient.Sql.Exception (0x80131904): String or binary data would be truncated.
Validation Error: Expense Tax Mismatch
A GLBatch already exists for (Invoice)
A GLBatchID already exists, which is a result of that Purchase Order and Receiving Slip already being being sent
Advanced Tax Mapping: GL Entries - 'Tax Code' is not a valid tax code name
Sync Error: Sequence contains no matching element
Failed to get contact bill contact for company '[Your Customer Name]'.
Explaining the Non-Product ID
Error Updating Xero: Failed to execute on status <400>
Xero Validation Error: An existing Invoice with the specified InvoiceID could not be found
Error Updating Xero: No matches for product with item ID: [your-item-id]. Please sync this record manually
Unable to Set Password when AD Integration Enabled.
Error Message: Duplicate Name Exists error of type: Vendor. The name supplied already exists.
ConnectWise Payment Sync Error: Xero Invoice Number and Reference both match ConnectWise Invoice Numbers
Xero Validation Error: Due Dates cannot be more than 999 days after the invoice date.
No Item ID or Non-Product ID has been defined in ConnectWise for an item with Account Number '[your account number]'
Error: Payments can only be applied to invoices that are awaiting payment. The invoice is in draft status.
ConnectWise v2015.x API Endpoint Changes > Account Changes Required
A result set from ConnectWise contains more than one purchase order.
Out of Balance Error: An Adjustment is greater than the set limit
Error Message: Unable to connect to QuickBooks Company. Unauthorized-401
Known Issues
Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
Known Issue > Currency on Invoices > Inventory
Known Issue: ConnectWise Member Details are invalid after v2018.1
Expenses Known Issue > Unapproved Expenses Batching to Xero
Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
Known Issue > Error Message: Account Period Closed.
Known Issue - Purchase Order Tax not calculated correctly
Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
Known Issues
Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
(Resolved) Known Issue: Batch ID is not being added to product related GL entries
Known Issues (Resolved)
(Resolved) Known Issue: [Warning] Failed to insert the COGS journal for this batch.
(Resolved) Known Issue: Failed to connect to ConnectWise API - Error 503 Server Unavailable
(Resolved) Known Issue: ConnectWise Quicklinks are not working
(Resolved) Known Issue: "Object reference not set to an instance of an object" error on Invoice Sync
Delete: Email > Reconnect to xero
(Resolved) Known Issue: ConnectWise Inventory Valuation Report is Incorrect using v2018.6 (58651)
(Resolved) Known Issue (On Premise Partners) : 401 - Unauthorized error when connecting to Wise-Sync
The provided URL scheme 'http' is invalid; expected 'https'
(Resolved) Known Issue (Cloud Partners): 401 - Unauthorized error when connecting to Wise-Sync
Edit Company Screen > User Fields
(Resolved) Known Issue: ConnectWise SQL Error during Procurement/Inventory Sync
Edit Account Screen > User Fields
System.Web.Services.Protocols.SoapException Eg. 2
The Document total does not equal the sum of the lines
System.Web.Services.Protocols.SoapException Eg. 1
The formatter threw an exception
Object reference not set to an instance of an object
(Resolved) Known Issue - Invoice Tax Levels Mismatched and inconsistently applied.
(Resolved) Known Issue - Purchase Order Lines posting as "Tax Exempt" instead of "Taxable"
(Resolved) Known Issue - Purchase Order Tax is not being calculated Correctly
(Resolved) Known Issue: The Wise-Pay Payment portal does not render correctly from ConnectWise Portal
(Resolved) Known Issue: Non-reimbursable Expenses syncing as Reimbursable Expenses
(Resolved) Known Issue: Xero Accounting API Major Outage 28 October 2019
(Resolved) Known Issue: ConnectWise v2020.2 REST sync error where a Custom Invoice Template has been used
(Resolved) Known Issue: Tax component of a Purchase Order's lines accumulate when it's Open Batches are deleted
(Resolved) Known Issue: Xero Accounting API Major Outage 15 August 2019
(Resolved) Known Issue - ConnectWise Cloud: 500 - Internal Server Error
Known Issue: Class is now mapping the Expense classification rather than the Expense Class (2020.4 CW Version)
(Resolved) Known Issue: Error Syncing Expenses - CW Version 2018.1
(Resolved) Known Issue: ConnectWise EU Cloud: 503 - Service Unavailable
Xero Errors
Error Updating Xero: Class does not contain the expected number of tracking categories
QBO Errors
Validation Error: You can't use a X account on the detail portion of a Bill
Xero Validation Error: The document date cannot be before the period lock date, currently set at XX-XX-XXXX
QBO Business Validation Error: Select a product or service
An item in this batch is marked as non taxable (Invoices)
Business Validation Error: Do you also want to update memorized sales transactions to use the new values?
QuickBooks Error: Business Validation Error has occurred while processing your request
Wise-Sync for Datto Autotask PSA
Getting Started with Wise-Sync for Datto Autotask PSA
1. Setup Wise-Sync Account
2. Setup Wise-Sync Company (Datto Autotask PSA)
3. Setup an API User in Datto Autotask PSA
4. Setup Wise-Sync User Accounts
Sync Now
Getting Started with Wise-Sync for QBO
QuickBooks Onl Automated Sales Tax for Datto Autotask PSA (US Region)
Wise-Sync for ConnectWise REST Integration
Preparing for Wise-Sync for ConnectWise REST Integration
FAQ: How do I prepare to use Wise-Sync for ConnectWise REST Integration?
Accepting Payments
Payment Options
Receiving payment for an issued invoice
Receive payments through Pay Now
How To Schedule Payment For an Invoice
Access Points for Payments
Prepayments
Automatic Payments
Wise-Pay Automatic Payments Overview
Configure Automatic Payments
Set up Billing Terms
Syncing to Schedule Automatic Payments in ConnectWise
Syncing to Schedule Automatic Payments for Datto Autotask PSA
Wise-Pay Virtual Terminal
Wise-Pay Virtual Terminal
How to Use Virtual Terminal to Make Payments
Batch Payments
What are Batch Payments
How to Make Batch Payments
How To Handle Batch Overpayments
How to Add or Remove an Invoice from a Batch
Wise-Pay Overpayments in Xero and QuickBooks Online
Refunds
How to refund when the payer wants to pay through another payment method
How to process a refund for a paid invoice that has an incorrect amount?
How to Refund When An Invoice Has Been Paid Twice
Payments FAQ
FAQ- How to allow real-time payment for a Scheduled Invoice
FAQ - What is Direct Debit
FAQ - If a customer pays their direct debit invoice manually will it still get direct debited?
FAQ - How do I know when payment has been processed?
FAQ - What payment types are accepted by Wise-Pay?
FAQ - Can I accept credit cards over the phone?
FAQ- How can I configure Wise-Pay to receive payment for draft invoices
FAQ- How to automatically cancel scheduled transaction when the invoice is modified in the Accounting Package
FAQ- Are payments processed for expired credit cards?
Wise-Pay Integration
Wise-Pay Integration
Wise-Pay Integration - DeskDirector
Wise-Pay Integration - ITSupportPanel
Wise-Pay Integration - CloudRadial
How To Integrate Wise-Pay as a Payment Proxy to ConnectWise Manage
Wise-Pay Integration - ConnectWise Customer Portal
Wise-Pay Integration - ConnectWise Sell
Wise-Pay (Merchant) Know How
The Wise-Pay Dashboard
Wise-Pay Merchant Dashboard
The Outstanding Payments Widget
The Scheduled Payments Widget
The Automatic Payments Widget
The Past Payments Widget
The Transaction Failures Widget
Wise-Pay Dashboard Refresh
How to View Transaction History
Wise-Pay FAQ
FAQ - How do I increase my Merchant Limit?
FAQ - How to cancel Scheduled payment
FAQ - Send a receipt to client after credit card has been processed
FAQ - How to void a successful payment
Wise-Pay Videos
Video: How to Edit and Re-sync an Invoice
Video: Best Practices for Accepting Pre-Payments
Video: Best Practices for Notifications
Video: Best Practices For Reconciling your Wise-Pay Clearing Account
Video: Understanding Batch Payments
Video: Wise-Pay Essentials
Video: Wise-Pay Product Demonstration
Wise-Pay for Xero
Reconnect your Xero company
Xero Conversion Invoices
FAQ - How to void a surcharge invoice in Xero
What happens if Prepayments are processed to an Incorrect Account in Xero
FAQ - If I void an invoice in Xero, will it stop the Automatic Payment in Wise-Pay?
What are Pre-Payments in Xero and how do I handle them?
Reconciling a Wise-Pay Clearing Account with no Pre-Payments
Wise-Pay for Quickbooks Online
How to create a refund where a fee needs to be refunded to a client
FAQ - How to fix Unprocessed Payment directly applied from the Bank Statement
Wise-Pay Overpayments in QuickBooks Online
Wise-Pay prepayments in QuickBooks Online
What happens if Prepayments are processed to an Incorrect Account in QuickBooks Online
Wise-Pay for Datto Autotask PSA
Set up a Payment Term in Datto Autotask PSA
FAQ - How to edit Autotask variables in a PayNow email link
Payer Management
Managing Payers
Manage Payers
Managing Payment Methods for Payers
Add a Payer
Search for a Payer
Edit Payer Details
Manage Company Name for Payers
Delete a Payer
Manage Auto-Pay Terms for Payers
Manage Inactive Payers (Integrapay)
Email Templates
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Payer Admin - FAQ
FAQ - Is a Payer set up for Automatic Payments?
FAQ - How do I Import Payers into Wise-Pay
FAQ - Can a Payer Add Automatic Payment Terms
FAQ - How long before a customer/client is availabe in Wise-Pay Admin
FAQ - How do my Wise-Pay customers view their invoices?
FAQ- How To Reset Password for Payer Account
FAQ - How can I hide outstanding invoices that are not for Wise-Pay payment in the Outstanding Payment pod in Wise-Pay?
Incident Reports
Incidents
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 21st December, 2018
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 8th March, 2019
ConnectWise Sync Errors, 29th March, 2019
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 7th May, 2019
Unexpected Outage for Wise-Sync and Wise-Pay, 8th August, 2019
Unexpected Outage for Wise-Sync and Wise-Pay, 12th March, 2020
Issues accessing Wise-Sync via ConnectWise Manage Quicklink
Unexpected Outage for Wise-Sync and Wise-Pay, 9th June, 2020
Wise-Sync Open Mic Webinars
Webinar Schedules
Upcoming AU/NZ Webinars
Upcoming US Webinars
Previous Open Mic Webinars - US/UK
Wise-Sync: 2020 Recap Open Mic
Wise-Sync: Inventory 101
Wise-Sync: Inventory - Next Steps
Wise-Sync: GL Mapping Review
Inventory: Get Back in Sync
Wise-Sync: Tracking Categories & Classes
Wise-Sync: Managing Expenses
Wise-Sync: Supplier Invoice Process
Wise-Sync: Top 5 Errors Resolved
Previous Open Mic Webinars - AU/NZ
Wise-Sync: GL Mapping
Wise-Sync: Xero Tracking Categories & QBO Classes
Wise-Sync: Expenses
Wise-Sync: Procurement & the Supplier-Invoice
Wise-Sync: Inventory - 101
Wise-Sync: Inventory - The Next Steps
Wise-Sync: Inventory - Get Back in Sync
Wise-Sync: Top Errors Resolved
Wise-Sync: 2020 Recap
Wise-Pay Open Mic Webinars
Previous Open Mic Webinars - US/UK
Save Time and Improve your Accounts Processes with Wise-Pay
How and When to Talk to your Customers about Wise-Pay
Feature Webinar: Wise-Pay New Payment Experience
Wise-Pay Mastery
Wise-Pay: Prepayments & Overpayments Overview
Wise-Pay: Basics 101
Wise-Pay: Creating & Managing Notifications
Wise-Pay: Reconciling the Clearing Account
Wise-Pay: Managing Prepayments
Wise-Pay: Handling Overpayments
Wise-Pay: Authorizations
Wise-Pay: Cost of Accepting Credit Cards
Wise-Pay: Refunds
Wise-Pay: Automatic Payment Reconciliation
Wise-Pay: How to Handle Prepayments
Wise-Pay: Unmatched Automatic Payments
Wise-Pay: Event_Notifications
Wise-Pay: Automatic Payments
Previous Open Mic Webinars - AU/NZ
Wise-Pay: Basics 101 AU/NZ
Wise-Pay: Mastery 201
Wise-Pay: How to talk to your clients about Wise-Pay
Wise-Pay: Automatic Payments
Wise-Pay: Reconciling the Clearing Account
Wise-Pay: Prepayments & Overpayments
Wise-Pay: Creating & Managing Notifications
Wise-Pay: Managing Prepayments
Wise-Pay: Handling Overpayments
Wise-Pay: Authorisations
Wise-Pay: Processing Refunds
Wise-Pay: Cost of Accepting Credit Cards
Wise-Pay: How to Handle Prepayments
Wise-Pay: Unmatched Automatic Payments
Wise-Pay: Automatic Payments
Wise-Pay: Automatic Payments
Wise-Pay: Reconciling Automatic Payments (AU/NZ)
Freshdesk Support Portal Help
Emails from Support
Office 365 Domain Whitelisting
Wise-Pay Errors and Known Issues
Unprocessed Payments
Unprocessed Payment: Error: Organisation accounts are locked on the specified payment
Fix Unprocessed Payments: Payment can only be made against Authorised Documents.
Unprocessed Payment: Payments can only be applied to invoices that are awaiting payment
Handling Overpayments where an amount is debited that is greater than a revised invoice amount
Known Issue: Updating a payment in the PSA has not been implemented with the NPE flow
Xero Known Issues
Xero Validation Errors
Extended Product ID Length Handling
Xero Validation Error: Price List Item Code must not be more than than 30 characters long
Known Issue: New Reports have limited functionality
Unmatched Payments
Unmatched Automatic Payments
Wise-Pay Errors
Transaction declined IntegraPay - Error Code: Failed Payment
Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
What is a Payment Error?
Payment Errors - Failed Payment: Transaction Declined
What is a Batch Processing Error?
Error Saving Item in Xero. Validation Message: An error occured in Xero. Check the API Status
Disconnected Accounting System (QBO)
Error validating Xml data against the schema
Your payment has NOT been processed against invoice . Error Code:Account not found. Account Code: Account not found
Invoice partially paid in Xero/QBO but partial payment does not reflect in Wise-Pay
Failed Transaction Error: Merchant hasn't enabled credit card payments for these payment terms and the primary payment method for this user is via credit card.
Error Code: Error saving item in Xero. Validation Message: The contact name is already assigned to another contact.
Known Issues
(Resolved) Known Issue: Xero API Major Outage May 04 2020
Known Issue: Sometimes searching for Payers in the Invoice Batch screen returns no results
Wise-Sync User Management
Creating/Maintaining Users
Configure Wise-Sync User Accounts
Wise-Sync User Roles
FAQ: What is a Primary API Account?
Two Factor Authentication
FAQ: Two Factor Authentication
Two Factor Authentication (2FA)
Toubleshooting 2FA Login
Merchant Configuration
Merchant Configuration
Merchant Configuration
Credit Card Surcharges Overview
Terms and Disclaimers
Company Branding
Configure Settlement Groups for Prepayments
Payment Providers
IntegraPay
Authorize.Net
Braintree
Stripe
Payment Services
Payment Option: Configure Proxy Links for Third-Party Applications
Payment Option: Configure PayNow Links
Payment Option: Configure PayNow Links for Emailed Invoices
Payment Option - Xero PayNow Link
Configure: Wise-Pay Virtual Terminal (Quick Link)
ConnectWise (Legacy) Customer Portal
Payment Options - PayNow Email Links - Datto Autotask PSA
Configure Payment Services
Notification Configuration
Wise-Pay Event Notifications
Configure Wise-Pay Event Notifications
FAQ: What are notification Placeholders?
Accounting Connections
Manage accounting connections
Multi-Connection support in Wise-Pay
Syncing with Wise-Sync
Syncing with Wise-Sync
Syncing with Wise-Sync (Sync All)
How to get help & support using Wise-Sync
Syncing with Wise-Sync (Payments)
Syncing with Wise-Sync (Unposted Items)
Changing your password
How to log in to Wise-Sync
Can't Login?
Pre-Setup ConnectWise Inventory > The Function of Inventory
FAQ: What address do we use for ConnectWise Manage REST Version?
Wise-Sync Samples
Mapped Reference Fields in Xero
Accounts Payable - Batch Payment
Accounts Payable - Planned Payment Date (Scheduled in XERO)
Accounts Receivable - Outstanding Statement
Staff Reimbursement (Through Procurement)
Procurement - General Office Expense Purchase
Procurement - Purchase (Supplier)
Agreement Invoice (Additions)
ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
Credit Memo (Special Invoice)
ConnectWise Inventory > Use Case: Inventory Transfer
Agreement Invoice (Rounding errors & adjustment applied) - Sample
ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
Services Invoice (Agreement Time Summary) - Sample
ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
Glossary of Terms
Glossary of Terms
Best Practices & Tips and Tricks
Show Invoices Not Yet Batched to Your Accounting Package on the Invoice Search Screen
Don't show Unapproved Invoices in the Email Batch Wizard List - Email Sent Statuses
QBO: Credit Memo's apply to correct payment amount in ConnectWise.
Exclude non-billable items when syncing Invoices
Explaining the SUPPLIER-CREDIT process (RMA Process)
Explaining the SUPPLIER-INVOICE process
Downpayment Process to Cover Tax Amount of an Invoice
Applying Credit Notes
Using Bundle Products with Inventory
General Questions
How secure is my data?
Setting Payment Cutoff Date
bit.ly Links Flagged as Containing Malware
Changing your Password
Can't Log in? Wise-Sync User Name and Password Issues
Wise-Sync Configuration
Avalara Integration Setup (US Region)
FAQ: Do you store any of our financial data
FAQ
FAQ - When I sync invoices, why are the email address are updated?
FAQ - Why is the contact being set to the Primary Contact instead of the billing contact
Inventory Reports: Invoice Dates & Purchase Order Dates
FAQ: What is the difference between the CW (Inventory Reports) and Xero (Inventory Asset / Transaction Report)
FAQ - How do I create a Manual Batch?
FAQ: What are System Chart of Accounts?
FAQ - How do I sync detailed invoices?
FAQ - What do I do if a payment synced back to ConnectWise and posted to the wrong invoice?
Updating your Connectwise To A new version
FAQ - Why aren't my invoice marked as Paid in ConnectWise?
FAQ: How do I Connect a Google Drive in Wise-Sync?
FAQ - Why can't I see the Wise-Sync QuickLink after I create a custom menu entry?
How to enable API Logging (Detailed Logging)
FAQ: How do I change an Invoice that has already been synced?
FAQ - How do I refresh a Purchase Order GL entry
FAQ - How do I update my Credit Card for Wise-Sync Invoices
FAQ: How do I add freight to a Purchase Order?
FAQ - Setting and Working with Lock Dates in Xero
FAQ - How do I delete an Invoice?
FAQ: Why do I need the GL Reload Status?
ConnectWise Versions Supported
FAQ: How do I run a sync?
FAQ: Why are there adjustment items on an invoice
FAQ: Why are there rounding items on an invoice
FAQ: What if I have issues who will help me (who to contact)
FAQ: What are the benefits of cloud accounting
FAQ: Is it is secure to use Wise-Sync
FAQ: How long will it take to setup
FAQ - How to create REST API Keys for a ConnectWise Member
FAQ - I want to disable Inventory Sync. What do I need to do?
Wise-Sync - Special Features
How to Enable Wise-Sync Support Access to your ConnectWise account without a password
Sync Feature: Exclude Batch Records (From Sync)
Onboarding Feature : Sync Old Records (without posting to accounting)
ConnectWise - Time Details to Invoice Lines
Quick Link > Creating Custom User Menu in ConnectWise
Sync Options > Vendor Invoice Date Source > Selecting Alternate Purchase Order Invoice Dates
Terms XRef - Terms Construct for Days after EOM
ConnectWise Manage Tax Setup - GST/PST Canada
Syncing Xero Tracking Categories from ConnectWise Manage to Xero
Wise-Sync for Xero
Accounts Payable - Batch Payment
Wise-Sync for Quickbooks Online
QuickBooks Online Automated Sales Tax for ConnectWise Manage (US Region)
Known Issue: QBO Automated Sales Tax (US Region) Override for $0 Sales Tax Transactions
Mapping to Categorized Products in QBO
Payer Support
Getting Started with Wise-Pay
Wise-Pay for Payers: Overview
Introduction to Wise-Pay Payer Dashboard
Access Wise-Pay
How to access Wise-Pay
Reset your Wise-Pay password
Payers: How to Log Into Wise-Pay
Manage my Wise-Pay Account
Manage my Wise-Pay Account
How to Edit User Details for My Account
How To Change My Company Name
Managing Credit Card Details
Managing Bank Account Details
Add a New Zealand Bank Account
Pay an Invoice
NEW: How to Pay an Invoice
New: How to Pay an Invoice from a Pay Now link
How To Pay an Invoice from the Wise-Pay Portal
How to Make Batch Payments
FAQ: Being a Wise-Pay Payer
Errors
Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
Late Rejections
Payer FAQ
FAQ: Two Factor Authentication for Payer Accounts
FAQ - I am a Payer and I don't have any events to select from
FAQ: Two Factor Authentication
Getting Started with Wise-Pay
Getting Started with Wise-Pay
How to log in to Wise-Pay
Wise-Pay Activation Guide
Sign Up to Wise-Pay
Using a Wise-Pay Clearing Account
Creating/Maintaining Wise-Pay Users
Manage Wise-Pay User Access
Wise-Sync Release Notes
Wise-Sync Release Notes (2020+)
Wise-Sync Release Notes 2021
Wise-Sync Update - 7 December 2020
Wise-Sync Update - 29 September 2020
Wise-Sync Update - 7th September 2020
Wise-Sync Update - 17th August 2020
Wise-Sync Update - 29th June 2020
Wise-Sync Update - 25th May 2020
Wise-Sync Update - 21 April 2020
Wise-Sync Update - 23 March 2020
Wise-Sync Update - 17 February 2020
Wise-Sync Update - 20 January 2020
Wise-Sync Release Notes (2019)
Wise-Sync Update - 19 December 2019
Wise-Sync: Version 4.6.10 Release Notes
Wise-Sync: Version 4.6.9 Release Notes
Wise-Sync: Version 4.6.8 Release Notes
Wise-Sync: Version 4.6.7 Release Notes
Wise-Sync: Version 4.6.6 Release Notes
Wise-Sync: Version 4.6.5 Release Notes
Wise-Sync: Version 4.6.4 Release Notes
Wise-Sync Release Notes (2018 and older)
Wise-Sync & Wise-Pay Release Notes
Wise-Sync: Version 4.6.3 Release Notes
Wise-Sync: Version 4.5.0 Release Notes
Wise-Sync: Version 4.6.2 Release Notes
Wise-Sync: Version 4.4.2 Release Notes
Wise-Sync: Version 4.6.1 Release Notes
Wise-Sync: Version 4.4.1 Release Notes
Wise-Sync: Version 4.6.0 Release Notes
Wise-Sync: Version 4.3.24 Release Notes
Wise-Sync: Version 4.5.4 Release Notes
Wise-Sync: Version 4.3.23 Release Notes
Wise-Sync: Version 4.5.3 Release Notes
Wise-Sync: Version 4.3.22 Release Notes
Wise-Sync: Version 4.5.2 Release Notes
Wise-Sync: Version 4.5.1 Release Notes
Wise-Sync: Version 4.3.21 Release Notes
Wise-Sync: Version 4.3.20 Release Notes
Wise-Sync: Version 4.3.19 Release Notes
Wise-Sync: Version 4.3.19 Release Notes
Wise-Sync: Version 4.3.18 Release Notes
Wise-Sync: Version 4.3.18 Release Notes
Wise-Sync: Version 4.3.17 Release Notes
Wise-Sync: Version 4.3.16 Release Notes
Wise-Sync: Version 4.3.15 Release Notes
Wise-Sync: Version 4.3.14 Release Notes
Wise-Sync: Version 4.3.13 Release Notes
Wise-Sync: Version 4.3.12 Release Notes
Wise-Sync: Version 4.3.11 Release Notes
Wise-Sync: Version 4.3.10 Release Notes
Wise-Sync: Version 4.3.9 Release Notes
Wise-Pay Release Notes
Wise-Pay Release Notes (2020+)
Wise-Pay Release Notes 2021
Wise-Pay Update - 7 December 2020
Wise-Pay Update - 29 September 2020
Wise-Pay Update - 17 August 2020
Wise-Pay Update - 29th June 2020
Wise-Pay Update - 25th May 2020
Wise-Pay Update - 21 April 2020
Wise-Pay Update - 23 March 2020
Wise-Pay Update - 17 February 2020
Wise-Pay Update - 20 January 2020
Wise-Pay Release Notes (2019)
Wise-Pay Update - 19 December 2019
Wise-Pay: Version 1.6.10 Release Notes
Wise-Pay: Version 1.6.9 Release Notes
Wise-Pay: Version 1.6.8 Release Notes
Wise-Pay: Version 1.6.7 Release Notes
Wise-Pay: Version 1.6.6 Release Notes
Wise-Pay: Version 1.6.5 Release Notes
Wise-Pay: Version 1.6.4 Release Notes
Wise-Pay Release Notes (2018 and older)
Wise-Pay: Version 1.6.3 Release Notes
Wise-Pay: Version 1.6.2 Release Notes
Wise-Pay: Version 1.6.1 Release Notes
Wise-Pay: Version 1.6.0 Release Notes
Wise-Pay: Version 1.5.4 Release Notes
Wise-Pay: Version 1.5.3 Release Notes
Wise-Pay: Version 1.5.2 Release Notes
Wise-Pay: Version 1.5.0 Release Notes
Wise-Pay: Version 1.4.2 Release Notes
Wise-Pay: Version 1.4.1 Release Notes
Wise-Pay: Version 1.4.0 Release Notes
Wise-Pay: Version 1.3.4 Release Notes
Wise-Pay: Version 1.3.3 Release Notes
Wise-Pay: Version 1.5.1 Release Notes
Wise-Pay: Version 1.3.2 Release Notes
Wise-Pay: Version 1.3.1 Release Notes
Wise-Pay: Version 1.3.0 Release Notes
Wise-Pay: Version 1.2.10 Release Notes
Wise-Pay: Version 1.2.10 Release Notes
Wise-Pay: Version 1.2.9 Release Notes
Wise-Pay: Version 1.2.8 Release Notes
Wise-Pay: Version 1.2.7 Release Notes
Wise-Pay: Version 1.2.6 Release Notes
Wise-Pay: Version 1.2.5 Release Notes
Wise-Pay: Version 1.2.4 Release Notes
Wise-Pay: Version 1.2.3 Release Notes
Wise-Pay: Version 1.2.2 Release Notes
Wise-Pay: Version 1.2.1 Release Notes
Wise-Pay: Version 1.2.0 Release Notes
Wise-Pay: Version 1.1.3 Release Notes
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Sherry Khan
Modified on: Thu, 21 May, 2020 at 3:57 PM