Managing Payers

Manage Payers
Who can Manage Payers? Both Merchant and Company Administrators can manage payers. Check out User Access Management for more information. How do I get t...
Wed, 22 Apr, 2020 at 3:48 PM
Managing Payment Methods for Payers
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 cr...
Mon, 4 May, 2020 at 4:29 PM
Add a Payer
Adding your payers to Wise-Pay gives them access to the Wise-Pay portal to manage their payment methods, access copies of invoices and pay through Wise-Pay...
Wed, 15 Apr, 2020 at 10:42 AM
Search for a Payer
The Payer Company Access page enables you search for a particular payer. This feature is helpful when you want to make changes to a particular payer's ...
Wed, 22 Jan, 2020 at 7:48 PM
Edit Payer Details
As a Wise-Pay Merchant, you can change the user details of the payers registered with your account. How do I get there? To edit a payer's details, Cl...
Mon, 14 Oct, 2019 at 4:25 PM
Manage Company Name for Payers
The Companies tab of the Payer Settings displays the payer company name linked to your merchant company. A payer would be able to view the outstanding invoi...
Thu, 20 Feb, 2020 at 1:33 PM
Delete a Payer
As a Merchant Administrator, you can delete an existing payer in Wise-Pay.  Here's how to do it: Click Payer Admin  For the desired payer record, ...
Thu, 20 Feb, 2020 at 4:41 PM
Manage Auto-Pay Terms for Payers
As an Administrator, you can configure Automatic Payment Terms for the payers through the Payer Company Access page. The automatic payment terms are used to...
Mon, 4 May, 2020 at 4:39 PM
Manage Inactive Payers (Integrapay)
View and manage the status of a payer easily. Periodic Checks for payment methods made inactive by Integrapay Integrapay will automatically mark a payers ...
Mon, 16 Sep, 2019 at 1:09 PM