FAQ: Being a Wise-Pay Payer

Below are some common questions around making invoice payments and managing your Wise-Pay Payer account:

What if my payment is already scheduled?
When you are paying an invoice that is already fully or partly scheduled for a future date, you will see a note located in the Invoice Details section.
If you wish to cancel the scheduled payment and pay the invoice in real time instead, you will first need to log in to the Wise-Pay Portal and select the Cancel Payment action from the Scheduled Payments widget. Once you refresh the Invoice Payment screen, you will see the payment is now available to pay.
Can I part-pay an Invoice?

Yes, you are able to edit the payment amount and pay less than the Amount Due for the invoice.
Simply click the edit button located next the Amount Due and enter the amount you wish to pay.

I forgot my Wise-Pay login details

Simply click Login and Forgot Password.
Refer to Reset your Wise-Pay password for more information.

How do I view my other Outstanding Invoices?

If you are a registered Wise-Pay Payer, there are two ways you can access the Wise-Pay Portal to view all of your outstanding invoices:

  • Login to Wise-Pay and view your unpaid invoices in the Outstanding Invoices widget.
  • After you have clicked on a Pay Now button inside an Invoice and logged in, click on the Wise-Pay Dashboard button on the top right of the Wise-Pay toolbar. This will take you to the Wise-Pay Portal and display the invoice widgets.
  • In Wise-Pay, you are able to make both single invoice payments and batch payments to outstanding invoices. Refer to Introduction to Wise-Pay Payer Dashboard. for more information.

    Note: If you are a registered payer for more than 1 company, the information displayed in Wise-Pay is specific to the payer company selected in your User Settings > Payer Accounts. The Home Screen and the Outstanding Transactions screen in Wise-Pay currently doesn't display a list of all invoices for all payer companies, the Payer Account must first be selected.

I am registered with multiple Payment Companies

If you are registered as a payer who pays multiple companies, Wise-Pay requires you to have a single payer record for each Payment Company. When you log in to Wise-Pay, you are able to select the Payer Account via the User Settings drop down in the top right your toolbar.
When you select a Payer Company, the information displayed in Wise-Pay is specific for that company.

Note: You are able to set up your payment methods for each company under 'Settings'.

How do I view all of my paid Invoices?

If you are a registered Wise-Pay Payer, there are two ways you can access the Wise-Pay Portal to view all of your paid invoices:

  • Login to Wise-Pay and view your unpaid invoices in the Past Payments Invoices widget. 
  • After you have clicked on a Pay Now button inside an Invoice and logged in, click on the Wise-Pay Dashboard button on the top right of the Wise-Pay toolbar. This will take you to the Wise-Pay Portal and display the paid invoices in the Past Payments widget.
  • Refer to Introduction to Wise-Pay Payer Dashboard for more information

    Note: If you are a registered payer for more than 1 company, the information displayed in Wise-Pay is specific to the payer company selected in your User Settings > Payer Accounts. The Home Screen and the Outstanding Transactions screen in Wise-Pay currently doesn't display a list of all invoices for all payer companies, the Payer Account must first be selected. 

How do I manage my payment details?

There are two ways you are able to update your payment methods:

  • Login> to Wise-Pay and update your details under Settings.
    Refer to Managing Credit Card Details or Managing Bank Account Details for more information.
  • After you have clicked on a Pay Now button inside an Invoice and logged in, click on the + Add button in the Payment Details widget. Here you have the option to set the new payment method as your default payment method, saving you time when you pay your next invoice.

    Note: You are only able to save one credit card and one Bank Account per Payer. If you make any changes to a saved payment method, the new method will be used for all future scheduled payments (you won't be able to update your saved payment method if there is a pending scheduled payment, once the payment has settled you are then able to make your changes).
I want to set up Automatic Payments

If you wish for your Merchant to automatically debit your card or account when the invoice is due, you are able to Login to Wise-Pay, go to Settings, select Auto-Pay and set up Automatic Payments.
Refer to Manage my Wise-Pay Account > How to Configure Automatic Payments..

I want to delete my Payer account

If you no longer need to pay your Merchant, your Merchant is able to disable your Payer record for you. Just contact them to let them know.

How do I change my username or password?

If you wish to update any of your contact details, your Wise-Pay username and/or email address, you can Login to Wise-Pay and update your details under Settings > My Details. Refer to How to Edit User Details for My Account for more information.

You are also able to update your Company Name in Wise-Pay. Refer to How to Change my Company Name for more information.

How do I get notified when invoices are due?

When you Login to Wise-Pay, you can set up Notifications for different events. You will then receive an email each time that event is triggered.
Refer to Manage my Wise-Pay Account > How to Subscribe to Notifications for more information.

How do I bulk pay Invoices?

When you Login to Wise-Pay, you can select multiple invoices to pay at once.
Refer to How to make Batch Payments for more information.

What is a Wise-Pay Payer?

When you register as a Wise-Pay Payer, you are able to pay your invoices by bank debit, avoiding that pesky credit card surcharge. You also have the ability to schedule payment for a future date.
Refer to Wise-Pay for Payers: Overview for more information.

How do I setup a 2FA authentication app?

When you login to Wise-Pay and your Merchant requires 2FA, you have the option to receive the 2FA code via email or use an authentication app.
Refer to FAQ: Two Factor Authentication for Payer Accounts for more information.

How do I register as a payer for multiple Payer Companies?

If you wish to register as a payer for more than 1 payer company, there are 2 ways this can be done:

  1. Your Merchant/Payment Company is able to do this in Wise-Pay for you OR
  2. When you are paying an invoice that has a Pay Now link, you can self-register via our new Payment Experience
    • Either choose to Login or Register to make a payment
    • Enter the email address that is associated to your existing payer record
    • You will see that the details shown in 'My Details' relate to the new payer company
    • Save a credit card and/or bank account

A new payer record will be created for the additional payer company.
The Payment Company will also be notified when this new payer record is created

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Product is the author of this solution article.

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