Wise-Pay Company Support Portal

Managing Payers 9

• Manage Payers
• Managing Payment Methods for Payers
• Add a Payer
• Search for a Payer
• Edit Payer Details

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Email Templates 5

• 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 7

• 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?

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