There are two important parts when it comes to setting up a Payer for Automatic Payments:

  1. Ensure the Payer has been added to Wise-Pay Payers
  2. Ensure the Invoice has Billing Terms

Wise-Pay Payer

  • Ensure the Payer has been entered into Wise-Pay Payer (Payer Company Access)
  • Ensure the Payer has a Bank Account or Credit Card
  • Link the nominated payment method to the correct Automatic Payment Terms
  • Ensure the Payer agrees to Direct Debit Terms

ConnectWise Billing Term

For all invoices which are to be automatically paid via Wise-Pay, we need to ensure that the Wise-Pay denoted Billing Terms are applied to the invoice. Depending on whether a client has agreed to once off, recurring (agreement) or all invoice, will determine where you change the Billing Terms.