Once you have subscribed to Wise-Pay and completed the onboarding process, you need to add payers to enable them to pay through Wise-Pay. There is no cost for a Payer to use Wise-Pay. It is recommended that the payer company exists in ConnectWise or the accounting package (or both) before you add the payer to Wise-Pay.

Steps

    1. Login to Wise-Pay
    2. Select Payer Admin 

    3. Click Add Payer
    4. Type the Payer Company Name
    5.  Enter the Payer's E-mail Address
    6. Enter the full name of the contact person for the Payer Company
    7. Click Save. You may also select Save and Edit to save and start the configuration process.
      Wise-Pay sends a welcome email to the payer’s email address with a link to create a password.

Note:

If you need to create a payer for a company that does not yet exist in your Accounting system, you just need to ensure that you enter the name exactly as it appears in ConnectWise (The Company Name). The Wise-Pay Payer Company is a free text field, so the information that appears is only a suggested match, and is not a requirement for you to select an item in the list.