How To Configure My Wise-Pay Account

Once you have registered with Wise-Pay, you need to configure your Wise-Pay account before you can start making payments through Wise-Pay. Configuring your Wise-Pay account involves setting the following:

How to Configure Credit Cards

If you wish to make payments to your merchant via credit card, you will need to set them up. 

Setting up Credit Card/s in Wise-Pay will allow you to use the Pay Now action to pay outstanding invoices as well as have them on file for recurring payments, if this is part of your agreement with your merchant. You can choose to store as many credit cards as you need, however they must be credit cards that your merchant will accept.

As a payer, you can only use the type of credit card permitted by your Wise-Pay merchant. For example, if your Wise-Pay has not enabled payments by Diners cards, you cannot pay by Diners.

Steps

  1. Login to Wise-Pay with you payer credentials
  2. Navigate to Settings > Saved Credit Cards to view the Credit Cards tab of the Wise-Pay Settings You can also click Settings > My Details and click the Credit Cards tab.
  3. Click Add > Credit Card to add a new credit card to your Wise-Pay account or click the Edit icon to edit an existing credit card details record.
    Wise-Pay displays the Add/Update Credit Card
  4. (Only when you are registered as a payer with multiple merchants) Select the Payment Company from the first drop-down. It is the company who issues invoices to your company. You may see multiple companies in this list if you have registered as a payer with multiple Wise-Pay merchant companies.
  5. Select your company from the Your Company Name drop-down. You may see multiple companies if you have multiple companies and registered with Wise-Pay using the same email address.
  6. Specify the Name On Card, Card Number, and Card Expiry details.
  7. Click the I accept the terms for saving my card for later use check box.
    Wise-Pay displays the Terms & Conditions popup listing the terms defined by the Wise-Pay merchant for credit card payments.
  8. Click Accept to accept the terms.

    Note: Wise-Pay does not store credit card or bank details of the merchant and payers on its servers. These details are stored with third-party payment processors (such as Integrapay) on their extra-secure servers.

  9. Click Save to save the credit card details.
  10. You can click Delete icon to delete a saved credit.

You cannot delete a credit card if it is being used in one or more auto-pay mappings. You will have to change or delete the auto-pay mapping before deleting the credit card.

How to Configure Bank Accounts

You must configure bank accounts in Wise-Pay to make payments through bank transfers.
You must save at least one bank account details if you wish to manually schedule invoices for payments as it the only payment method supported.
You can save multiple bank accounts in your Wise-Pay payer account.

Steps

Follow these steps to configure a bank account:

  1. Login to Wise-Pay.
  2. Navigate to Settings > My Details and click the Bank Accounts
  3. Click Add > Bank Account to add the details of a bank account or click the Edit icon to edit an existing bank account details record.
    Wise-Pay displays the Add/Update Bank Account
  4. (Only when you are registered as a payer with multiple merchants) Select the Payment Company from the first drop-down. It is the company who issues invoices to your company. 
  5. Select your company from the Your Company Name drop-down. You may see multiple companies if you have multiple companies and registered with Wise-Pay using the same email address.
  6. Specify the Account Name, BSB or Routing Numbers, and Account Number for the bank account. 
  7. Click the I accept the terms for saving my bank details for later use check box. 
  8. Review the Terms & Conditions popup and then click Accept to accept the terms.
  9. Click Save to save the bank account details.

Note: Bank Accounts cannot be deleted. Rather, remove the account from any auto-pay mappings, then modify the bank account with 111111 1111111 as the account number.

Wise-Pay does not store the credit card or bank details of the merchant and payers on its servers. These details are stored with third-party payment processors (such as Integrapay) on their extra-secure servers.

Related Articles;  

How do I edit a Bank Account
How to add a New Zealand Bank Account

How to Configure Auto-Pay

The Automatic Payment feature of Wise-Pay enables Wise-Pay merchants to automatically draw amounts for invoices issued to you, the Payer. The Wise-Pay merchant selects the ConnectWise billing terms that are agreed for automatic payments and configures when the payment would be drawn. The payer adds the bank account and credit card details and configures the automatic payment mappings. Once an invoice with a billing term configured for automatic payment is synced to Wise-Pay, the transaction is scheduled for automatic payment as per the configured payment terms.

Note: You must be logged into Wise-Pay to configure your settings. Auto-pay can only be configured when your Wise-Pay Merchant has enabled and configured Automatic Payments. If you're unsure if this is the case, please contact your Wise-Pay Merchant.

As a payer, you can configure your Wise-Pay account to specify which bank account or credit card would be used as a primary account for the invoices with a billing term that has been configured for automatic payments. In other words, you can specify the mapping of a saved bank account or credit card to be used for automatic payments. This would save you from the trouble of remembering the due date for recurring invoices.

Steps

The following are the steps to specify the auto-pay settings for your payer account:

  1. Login to Wise-Pay with you payer credentials.
  2. Ensure that you have configured at least one credit card or bank account, or both, in your Wise-Pay payer account.
  3. Navigate to Settings > Auto-Pay to view the Auto-Pay tab of the Wise-Pay Settings. You can also click Settings > My Details and click the Auto-Pay tab.
    The page displays a list of companies with which you have registered as a payer.
  4. Click Add > Auto-Pay Mapping to add a new auto-payment mapping for the credit card to your Wise-Pay account or click the Edit icon to edit an existing automatic payment setting record.
    Wise-Pay displays the Automatic Payment User Settings
  5. The Primary Payment Method drop-down shows the saved credit cards and bank accounts. Select the one that you wish to use for automatic payments.
    Note: You can only select one payment method for automatic payments in a payment term, not both credit card and bank transfer.
  6. Click the I accept the terms for automatic payments check box.
    Wise-Pay displays the Terms & Conditions popup listing the terms defined by the Wise-Pay merchant for payments.
  7. Click Accept to accept the terms.
  8. Click Save to save the bank account details.
  9. You can also click Delete to delete this automatic payment setting. You cannot delete the auto-pay mapping added for your account by the merchant.

Note: After this configuration, the invoices with the configured billing terms would be paid automatically. You can use the Past Payments pod on the dashboard to check which of the invoices were paid automatically. See Introduction to the Wise-Pay Payer Dashboard for details.

How to Subscribe to Notifications

Wise-Pay allows you to receive notifications so you are kept up to date when a payment is successful, if a payment has been processed for direct debit, if a payment has failed etc.

To receive a notification you will need to Subscribe to each event, if they do not subscribe then they will not receive any notifications.  Alternatively, a Merchant Admin can auto subscribe you to an event.

Note: If the Merchant hasn't configured any subscription, then you will not be able to assign yourself to any notification.

Steps

  1. Log into Wise-Pay
  2. Click Settings
  3. Click Notifications
  4. Select the Event Type you would like to receive
  5. Click Subscribe
  6. Toggle the methods you would like to receive the notifications
  7. Enter the email address to receive the notification
  8. Click Save.

Subscribe to an Event:

When subscribing to an event, you can choose either you received:
App Notifications - these notifications are displayed in Wise-Pay
Email Notifications - you will receive an email message for the notification.

Registered with multiple Wise-Pay Merchants?

If you have registered as a payer with multiple Wise-Pay merchants (indicated by multiple company records in the Companies tab), you can specify different payment methods and settings for each of the Wise-Pay merchants. For example, you can configure to pay ABC Inc. using one credit card and XYZ Inc. using another. You have to select the payer account for the desired merchant from the menu on the top-right corner of the Wise-Pay screen, and then configure the payment methods and auto-payment mapping for the selected merchant.

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