WisePay

Automate the management, collection, and reconciliation of credit card and direct debit request (ACH) payments, making it easier than ever before for you to get paid on time, every time.

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Overview
Integration
Support

WisePay automatic payments

WisePay automates the management, collection, and reconciliation of credit card and direct debit request (ACH) payments, making it easier than ever before for you to get paid on time, every time.

Establish trust as you empower customers with an enhanced and secure payment experience with the flexibility needed to make on-the-spot payments (and avoid sending customers to a portal where they’ll get lost and forget to come back later)!

With a simple "Pay Now" button (with no login needed), WisePay enables customers to even guest checkout if preferred while allowing for a variety of payment options without hesitation, so you can receive payment instantly.

This payment experience is only amplified by the advantage of having your very own ConnectWise dashboard, which allows you to keep track of important financial information in real-time from wherever you are, whenever you need it.

We’ve partnered with Global Payments Integrated (GPI) to ensure only the optimal payment experience is achieved for payers and merchants worldwide as GPI facilitates next-day funding for CC/ACH, improved handling for pre-payments, and of course, extensive support and resources are available.

WisePay at a glance:

A seamless payment experience for your customers
Direct bank debit (DDR / ACH / Mandate) and CC payments from the one platform
Automatically schedule payments based on the invoice terms of each customer
Tailor how surcharges and credit card cash discount removal fees are on-charged (with zero-fee options available via bank debit (ACH)
Easily create downpayments in ConnectWise CPQ via WisePay’s coveted Quote to Cash functionality
Accept in-person payments with WisePay Terminal (for US partners)
Backed by renowned US provider Global Payments Integrated (GPI) for peace of mind
Transparent fees and competitive rates

Key features:

Automatic payments improve your cash flow: By setting up automatic payments, you're able to empower customers with a seamless payment experience, and to ensure that you receive payments on time, every time. This can improve your cash flow, reduce the risk of late payments, and free time for you to focus on what matters most: Building your business.
Control how you send and receive payments: Transparency equals trust, and that means better business—no one likes hidden fees. Automatically schedule payments based on the invoice terms for each customer; tailor how your business on-charges or absorbs credit card fees and surcharges, and maintain clear communication with your customers.
Put an end to chasing payments: WisePay simplifies payment collection so you can easily manage scheduled payments, with flexible options to automatically schedule payments based on invoice terms for customers withstanding debt agreements for example, allowing you to get paid faster every time (with one system, fewer delays).
Schedule credit card and bank payments: Customers are invited to make an immediate on-the-spot CC payment without an account or login, or alternatively, they can self-register and save their preferred payment method, which makes scheduling future payments straightforward for them - and reduces the risk of overdue payments for you.
Automatic down payment creation: As soon as a WisePay payment is collected through a ConnectWise CPQ quote, a Down Payment invoice is automatically created in ConnectWise PSA. This Down Payment invoice can then be applied and restricted to the correct project, agreement, sales order, or ticket at a later date - a capability that no other quoting, payment or PSA tool will allow you to do.
An end-to-end PCI-compliant solution: Assure your customers are protected with a secure, PCI-compliant payment platform trusted worldwide. Not to mention fewer delays and greater payment flexibility with more options to choose from.

Wise-Sync™ invoice sync (with real-time sync dashboard inside ConnectWise PSA)

Manual duplication or syncing at delayed intervals creates a backlog of work for your team and prevents you from getting paid on time. Wise-Sync automates your invoice from start to finish, from the moment you send an invoice from ConnectWise PSA, it’s synced to your cloud accounting platform, ready to be paid (and then auto-reconciled).

Validated invoice sync to many accounting packages including Xero, QuickBooks Online, and QuickBooks Desktop
Invoices are synced in real-time for our cloud accounting partners
Real-time xync dashboard inside of ConnectWise PSA

Move to cloud accounting to experience even more automation

For whatever reason that might be, one thing’s for sure: Cloud based accounting is the future. And when you utilize cloud accounting, you’re set to unlock even greater automation with WiseSync and WisePay -

Empowering partners with extended capabilities to experience streamlined financial efficiency, while solving various pain points everywhere from manual errors and outdated financials to balancing books and (finally) providing real-time visibility at a glance -and that’s only the beginning.

When you implement the right solution stack, you join the hundreds of thousands of TSPs worldwide who have taken this important step forward in achieving the ultimate end goal: scalability.

WisePay for PSA Now Supports Multiple Accounting Systems

Whether or not you’ve made the move to cloud accounting, automation is a dish best served for all when it comes to WisePay for PSA, which automates the management, collection, and reconciliation of credit card and direct debit (ACH) payments, making it easier than ever before to get paid on time, every time.

Take back control with the all-in-one solution built to put your business needs first, and empower your people with an enhanced payment experience for ConnectWise PSA users that’s second to none (regardless of which accounting package you use).

Already using ConnectWise PSA and a desktop accounting package? Your fast-tracked application may await! To see if you’re eligible to sign up and create your account today (with no quoting process or sales conversation needed), simply visit here!*

*Please note: WisePay is only available in the United States, Canada, Australia, and New Zealand.

With WisePay for PSA, you and your customers get:

Automate payments
No accounting platform required
Easily pay for invoices via credit card or bank debit
Save time and bulk pay for invoices
Send secure payments without a login
Save, add, or edit payment methods (DDR / ACH / and CC payments)
Set up automatic payments and schedule payments in advance
View and download invoices

Ready to see it in action? Request a demo.

ConnectWise PSA

Features:

Instant Feedback: Our simple survey goes directly in your closed status service notification, and clients leave feedback with one click. That response, along with all associated ticket details from ConnectWise PSA, appears right in SmileBack.
Automatic Alerts: Never say, “We didn’t know,” again. Get notified right away about negative reactions, so that you can address issues before clients cancel.
Actionable Data: Set smarter goals and KPIs, and identify areas in which you can expand service (and revenue). SmileBack provides built-in reporting and metrics, as well as integrations with other platforms.
Proof of Service: Prove that you deliver amazing service by displaying your best ratings and comments on your website and social media channels. Set yourself apart from the competition with demonstrable evidence of how much you care about client satisfaction.
Team Motivation: Get real data on how your service team is performing. Plus, watch your techs become more invested in their work when they see the positive impact it has. Design a reward or bonus program around client feedback to promote healthy competition.
Cloud-based – SmileBack lives in the cloud. Nothing to host or manage.
Simple setup – SmileBack is easy to implement. Set it up in 15 minutes.
Deep integration – SmileBack works seamlessly with ConnectWise PSA, and uses its APIs.

WisePay's PSA integration is certified via the ConnectWise Invent™ program.

If you need assistance with creating API members or integration setup, please send a note to help@connectwise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.

Details

Overview

WisePay automatic payments

WisePay automates the management, collection, and reconciliation of credit card and direct debit request (ACH) payments, making it easier than ever before for you to get paid on time, every time.

WisePay at a glance:

A seamless payment experience for your customers
Direct bank debit (DDR / ACH / Mandate) and CC payments from the one platform
Automatically schedule payments based on the invoice terms of each customer
Tailor how surcharges and credit card cash discount removal fees are on-charged (with zero-fee options available via bank debit (ACH)
Easily create downpayments in ConnectWise CPQ via WisePay’s coveted Quote to Cash functionality
Accept in-person payments with WisePay Terminal (for US partners)
Backed by renowned US provider Global Payments Integrated (GPI) for peace of mind
Transparent fees and competitive rates

Key features:

Automatic payments improve your cash flow: By setting up automatic payments, you're able to empower customers with a seamless payment experience, and to ensure that you receive payments on time, every time. This can improve your cash flow, reduce the risk of late payments, and free time for you to focus on what matters most: Building your business.
Control how you send and receive payments: Transparency equals trust, and that means better business—no one likes hidden fees. Automatically schedule payments based on the invoice terms for each customer; tailor how your business on-charges or absorbs credit card fees and surcharges, and maintain clear communication with your customers.
Put an end to chasing payments: WisePay simplifies payment collection so you can easily manage scheduled payments, with flexible options to automatically schedule payments based on invoice terms for customers withstanding debt agreements for example, allowing you to get paid faster every time (with one system, fewer delays).
Schedule credit card and bank payments: Customers are invited to make an immediate on-the-spot CC payment without an account or login, or alternatively, they can self-register and save their preferred payment method, which makes scheduling future payments straightforward for them - and reduces the risk of overdue payments for you.
Automatic down payment creation: As soon as a WisePay payment is collected through a ConnectWise CPQ quote, a Down Payment invoice is automatically created in ConnectWise PSA. This Down Payment invoice can then be applied and restricted to the correct project, agreement, sales order, or ticket at a later date - a capability that no other quoting, payment or PSA tool will allow you to do.
An end-to-end PCI-compliant solution: Assure your customers are protected with a secure, PCI-compliant payment platform trusted worldwide. Not to mention fewer delays and greater payment flexibility with more options to choose from.

Wise-Sync™ invoice sync (with real-time sync dashboard inside ConnectWise PSA)

Validated invoice sync to many accounting packages including Xero, QuickBooks Online, and QuickBooks Desktop
Invoices are synced in real-time for our cloud accounting partners
Real-time xync dashboard inside of ConnectWise PSA

Move to cloud accounting to experience even more automation

When you implement the right solution stack, you join the hundreds of thousands of TSPs worldwide who have taken this important step forward in achieving the ultimate end goal: scalability.

WisePay for PSA Now Supports Multiple Accounting Systems

With WisePay for PSA, you and your customers get:

Automate payments
No accounting platform required
Easily pay for invoices via credit card or bank debit
Save time and bulk pay for invoices
Send secure payments without a login
Save, add, or edit payment methods (DDR / ACH / and CC payments)
Set up automatic payments and schedule payments in advance
View and download invoices

Ready to see it in action? Request a demo.

Integration

ConnectWise PSA

Features:

Instant Feedback: Our simple survey goes directly in your closed status service notification, and clients leave feedback with one click. That response, along with all associated ticket details from ConnectWise PSA, appears right in SmileBack.
Automatic Alerts: Never say, “We didn’t know,” again. Get notified right away about negative reactions, so that you can address issues before clients cancel.
Actionable Data: Set smarter goals and KPIs, and identify areas in which you can expand service (and revenue). SmileBack provides built-in reporting and metrics, as well as integrations with other platforms.
Proof of Service: Prove that you deliver amazing service by displaying your best ratings and comments on your website and social media channels. Set yourself apart from the competition with demonstrable evidence of how much you care about client satisfaction.
Team Motivation: Get real data on how your service team is performing. Plus, watch your techs become more invested in their work when they see the positive impact it has. Design a reward or bonus program around client feedback to promote healthy competition.
Cloud-based – SmileBack lives in the cloud. Nothing to host or manage.
Simple setup – SmileBack is easy to implement. Set it up in 15 minutes.
Deep integration – SmileBack works seamlessly with ConnectWise PSA, and uses its APIs.

WisePay

WisePay automatic payments

WisePay at a glance:

Key features:

Wise-Sync™ invoice sync (with real-time sync dashboard inside ConnectWise PSA)

Move to cloud accounting to experience even more automation

WisePay for PSA Now Supports Multiple Accounting Systems

With WisePay for PSA, you and your customers get:

ConnectWise PSA

WisePay's PSA integration is certified via the ConnectWise Invent™ program.

Integrates with:

Categories:

Documentation:

Details

Integrates with:

Categories:

Documentation:

Overview

WisePay automatic payments

WisePay at a glance:

Key features:

Wise-Sync™ invoice sync (with real-time sync dashboard inside ConnectWise PSA)

Move to cloud accounting to experience even more automation

WisePay for PSA Now Supports Multiple Accounting Systems

With WisePay for PSA, you and your customers get:

Integration

ConnectWise PSA

Support

WisePay's PSA integration is certified via the ConnectWise Invent™ program.

Reviews

WisePay

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WisePay automatic payments

WisePay at a glance:

Key features:

Wise-Sync™ invoice sync (with real-time sync dashboard inside ConnectWise PSA)

Move to cloud accounting to experience even more automation

WisePay for PSA Now Supports Multiple Accounting Systems

With WisePay for PSA, you and your customers get:

ConnectWise PSA

WisePay's PSA integration is certified via the ConnectWise Invent™ program.

Integrates with:

Categories:

Documentation:

Details

Integrates with:

Categories:

Documentation:

Overview

WisePay automatic payments

WisePay at a glance:

Key features:

Wise-Sync™ invoice sync (with real-time sync dashboard inside ConnectWise PSA)

Move to cloud accounting to experience even more automation

WisePay for PSA Now Supports Multiple Accounting Systems

With WisePay for PSA, you and your customers get:

Integration

ConnectWise PSA

Support

WisePay's PSA integration is certified via the ConnectWise Invent™ program.

Reviews