Wise-Pay Company Support Portal

The Wise-Pay Dashboard 8

• Wise-Pay Merchant Dashboard
• The Outstanding Payments Widget
• The Scheduled Payments Widget
• The Automatic Payments Widget
• The Past Payments Widget

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Wise-Pay FAQ 4

• 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 7

• 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

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Wise-Pay for Xero 7

• 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?

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Wise-Pay for Quickbooks Online 5

• 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 2

• Set up a Payment Term in Datto Autotask PSA
• FAQ - How to edit Autotask variables in a PayNow email link