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When you log into your Wise-Pay payer account, Wise-Pay displays a dashboard containing invoices originating from your Wise-Pay merchant. These invoices are displayed in the following three pods or sections.
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It is important to understand the invoice life cycle in Wise-Pay before you start making payments. See Introduction to Invoice Life Cycle in Wise-Pay. |
The following diagram shows a sample dashboard for a payer:
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Outstanding PaymentsThe Outstanding Payments pod displays the invoices with outstanding payments. It displays the following invoices:
A calendar icon next to the Total Outstanding amount of an invoice indicates that it has been scheduled for payment. When you hover your mouse over this icon, Wise-Pay displays the scheduling information. A round arrow indicates an automatic payment transaction. Available fields
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Available Actions
The following actions are available through the Actions dropdown on each invoice displayed in the Outstanding Invoice pod:
- Pay Now: Enables you to make a payment for this invoice. You can either make full or partial payment for this invoice.See How To Pay an Invoice Through Pay Now.
- Schedule: Enables you to set a schedule for paying this invoice. Once scheduled, the invoice would be visible in the Scheduled Payments. See How to Schedule a Payment For an Invoice as a Payer.
- Bath Pay Now: Enables you to make a payment for a batch of invoices issued by the same Wise-Pay merchant. See What are Batch Payments.
- Download PDF:
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Scheduled PaymentsThe Scheduled Payments pod displays the invoices which have been scheduled for payment. The invoice stays in this pod until the payment is successful and the configured account is settled. An invoice can be scheduled through any of the following methods:
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Available Actions
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The following actions are available through the Actions drop down on each invoice displayed in the Scheduled Invoice pod:
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Past PaymentsThe Past Payments pod displays the invoices for which a payment has been successful. Each payment (either partial or full) is displayed as a separate transaction. For example, if you have paid an invoice by making two part-payments, two records would be displayed in this pod for that invoice. A round arrow indicates that the payment for this invoices was made through automatic payments. |
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