StepsThe following are the steps to make payment for an outstanding financial transaction: - Log in to Wise-Pay.
The Outstanding Payments pod displays the invoices with outstanding payments. - For the desired invoice, select Actions > Schedule.
Wise-Pay displays the Schedule Direct Debit Request page. - Verify the invoice details and the payment details in the Invoice Details section.
- Enter the amount to pay in the Amount to Pay You can either pay the full amount or partial amount. Wise-Pay will adjust the invoice with the outstanding payment.
- Click Continue to view the Review Your Payment page.
- Review the payment details.
- Click I agree to the terms to view the Terms & Conditions
- Click Accept to accept the conditions.
- Click Submit to make the payment. Wise-Pay will display the payment processing popup to indicate that the payment is being processed. Do not refresh or close the browser during this process.
Wise-Pay displays the Payment Successful page with transaction details. In the case of any error in payment processing, a notification is displayed indicating the error type and help information.
The invoice details in the Outstanding Payments pod are updated. A calendar icon is added next to the Total Outstanding field. If you hover the mouse on it, the payment scheduling information is displayed in a tool tip.
The payment details are reflected to the accounting package, from where it is synced to ConnectWise. |