As a Wise-Pay merchant, you can manage bank account and credit card details that would be used to pay the outstanding invoices. Once the bank account and credit card details are saved, you can act on payer's behalf to schedule payments for the issued outstanding invoices.

How do I get there?

To manage your payers' credit card and bank account details, click Payer Admin from the top menu and select the Payer.

What do I do?

Manage Credit Card for Payers

  1. Log in to Wise-Pay
  2. Click Payer Admin
  3. Click the Edit icon ( )
  4. Click the Credit Cards tab to view the saved cards for this payer.
  5. To add a new card, select Add > Credit Card, or click the Edit icon to edit an existing card.

    You can also click the Add Credit Card button on the Payer Company Access page to manage bank account details. It enables you edit an existing card or add a new one if none has been saved already.

  6. Specify the Name On Card, Card Number, and Card Expiry details.
  7. Click the I accept the terms for saving my card for later use check box.
    Wise-Pay displays the Terms & Conditions popup listing the terms defined by the Wise-Pay merchant for credit card payments.
  8. Click Accept to accept the terms.

  9. Click Save.

Manage Bank Account Details for Payers 
  1. Log in to Wise-Pay
  2. Click Payer Admin
  3. Click the Edit icon ( )
  4. Click the Bank Accounts tab to view the saved bank account details for this payer.
  5. Select Add > Bank Account, Or click the Edit icon to edit an existing card.

    You can also click the Add Bank Account button on the Payer Company Access page to manage bank account. It enables you edit an existing account or add a new one if none has been saved already.

  6. Specify the Account Name, BSB, and Account Number for the bank account.
  7. Click the I accept the terms for saving my bank details for later use check box.
    Wise-Pay displays the Terms & Conditions popup listing the terms defined by the Wise-Pay merchant for bank transfers.
  8. Click Accept to accept the terms.

  9. Click Save.

Note:

Wise-Pay does not store the credit card or bank details of the merchant and payers on its servers. These details are stored with third-party payment processors (such as Integrapay) on their extra-secure servers.