Wise-Pay for Payers: Overview of the Payer Dashboard

Wise-Pay allows Payers to have a free account that enables you to have a secure management portal to manage your Credit Card, Bank Account, Invoices and Payments through a secure method. 

Registering for Wise-Pay

If you don't yet have a Wise-Pay payer account, you can either self-register when you pay an invoice via the Pay Now flow, or request your Merchant to set an account up for you.
Please refer to the Register tab in the How to Pay an Invoice from a Pay Now link article for steps on how to self-register.

What can I do as a Payer?
Using Wise-Pay you have the ability to:
  • Save Credit Card and Bank Account Details
  • Make Payments via a Credit Card or Bank Account
  • Add / Change payment methods
  • View Past Payments - processed through Wise-Pay
  • Schedule payments 
  • Cancel future dated payments
  • Download Invoices (PDF)
  • Setup Automatic Payments
Wise-Pay Dashboard/Home screen
Your Wise-Pay Dashboard consists of:
  • Outstanding Payments: this will display a list of all Outstanding Invoices
    • From here you can pay the invoice, print the invoice, and batch pay invoices
  • Scheduled Payments: this will display any Invoices that have been scheduled for payment
  • Past Payments: this will display all past payments made via Wise-Pay
    • From here you can print the invoice and the related surcharge invoice (if applicable)
Your Settings Tab will provide you with access to:
  • My Details: view and edit your Payer Information
  • Saved Credit Cards: save, view and edit your credit card details 
  • Saved Bank Accounts: save, view and edit your bank account details
  • Auto-Pay:  save, view and edit your automatic payment settings
  • Notifications: view sent notifications and manage notification subscriptions 
Pay Now
The Pay Now toolbar menu will provide you with access to:
  • Single Invoice: Pay an individual outstanding invoice
  • Invoice Batch: Pay multiple outstanding invoices at once (currently only supported for credit card payments, not ACH/Bank payments)
Scheduled Payments

The Scheduled Payments screen provides you with the ability to:

  • Search for specific amounts
  • Search dates
Transaction Search

The Transaction Search screen provides you with the ability to:

  • Search by Invoice Numbers
  • Search by Amounts
  • Search by Transaction ID
  • Search by Transaction Status: Paid | Scheduled | Cancelled | Fixed | Payment Errors | Processing Errors | Part Paid | Deleted | Error | Overpayment
  • Search by Date Reference
  • Search by Direct Debit Payment
  • Search by Batch Payment

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