Who can Manage Payers?
Both Merchant and Company Administrators can manage payers. Check out User Access Management for more information.
Payers are also able to manage their own details in Wise-Pay. Refer to FAQ: Being a Wise-Pay Payer.
How do I get there?
From the top menu, click Payer Admin.
What do I do?
Wise-Pay will list payers registered in your Merchant Account. From here, you are able to add, find, edit and delete payers and manage their credit cards, bank accounts and automatic payments on their behalf.
What do you want to do?
Here's how to do it...
|Search for a Payer||How To Search For a Payer|
|Add a Payer||How to Add a Payer|
|Rename a Payer's company name||How to Manage Company Name for Payers|
|Edit a Payer's user details||How To Edit Payer Details|
|Manage a Payer's Credit Cards||How to Manage Credit Cards for Payers|
|Manage a Payer's Bank Accounts||How To Manage Bank Account Details of Payers|
|Manage a Payer's Automatic Payment Mappings||How to Manage Auto-Pay Terms for Payers|
|Manage a Payer's Notifications||Configure Notifications|
|Delete a Payer||How to delete a payer|
What are these icons?
Each icon allows you to manage a component of the payer easily. Hover over them, to find out what they do.
Wise-Pay dynamically shows the status of a Payer's Credit Card, Bank Account, Automatic Payment Mappings and the Payer overall by changing the colour of the icon. Here is what they mean!