Managing Payers

Manage Payers
Who can Manage Payers? Both Merchant and Company Administrators can manage payers. Check out User Access Management for more information. Payers are also ...
Mon, 14 Dec, 2020 at 12:44 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