How to Pay an Invoice

After you have successfully registered your company with Wise-Pay and configured your payer account, you can log in to view and pay the outstanding invoices through credit card or direct bank transfer. You can either make full payment or a partial payment for the outstanding invoices. If you make a partial payment, the financial transaction is updated with the payment made and the outstanding amount. The payment details are reflected to the accounting package, from where it is synced to ConnectWise.

Steps

As a registered payer, you can use the following steps to make payment for an outstanding invoice:

1. Log in to Wise-Pay.

2. The Outstanding Payments pod displays the invoices for which the payment is outstanding.

   If the expected transaction is not visible, use the Refresh button () to refresh the contents of this pod. 
3. Select any of the following payment methods from the Actions drop down:

• Pay Now: Enables you to make a payment through a new or saved credit card. See How To Pay an Invoice Through Pay Now.
• Schedule: Enables you to make a payment through a saved bank account. See How to Schedule a Payment For an Invoice as a Payer.
• Batch Pay Now: Enables you to pay multiple invoices in a batch. See What are Batch Payments and How To Make Batch Payments.
• Automatic Payments: When configured by your merchant, the payments can be automatically taken by the merchants using your auto-pay settings. See How to Configure Auto-Pay.