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Picture of A ConnectWise Solution: WisePay

A ConnectWise Solution: WisePay

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  • ConnectWise PSA Certified

Product 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.

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)
  • Backed by renowned US provider Global Payments Integrated (GPI) for peace of mind
  • Transparent fees and competitive rates
 Request demo

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.
  • 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.

WiseSync 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 Manage, 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 Sync dashboard inside of ConnectWise Manage

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.

No Accounting Platform? Try WisePay for PSA

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).

With WisePay for PSA, your customers can:

  • Automated 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
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ConnectWise PSA


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WisePay's ConnectWise Manage Integration is certified via the ConnectWise Invent Program.
If you need assistance with integration implementation, please send a note to .  The ConnectWise Manage support team will work with the Wise-Pay team to resolve any issues.

User Reviews

  • Kevin Vaughn, A One Networks Consulting LLC
    The choice to switch to Wise-Sync and Wise-Pay was a no-brainer. Even for a slower learner like myself, their service is top of the line - they rock; they make you feel like you're their only customer. And our clients love Wise-Pay, they like the interface where they can easily access their payer portal to check on invoices, pull past invoices, make easy-to-do changes to their payment methods, and they're enjoying the ability to click the "Pay Now" button via email. Wise-Sync = Smooth Process.
    Date: 9/15/2022 10:05 AM
    Was this review helpful? Yes No (0/0)
  • Darren Crane, DLC Technology
    We migrated from QB Desktop to QB Online and implemented Wise-Sync and Wise-Pay (moving from another popular product). The Wise-Pay product was easy to integrate seamlessly with the new CW Customer Portal and with Quotewerks (our quoting tool). Our customers keep complimenting us on the new system to make payments! Working with the Wise-Pay team was a smooth and attentive process. We are very happy with our decision to move to Wise-Pay!
    Date: 5/5/2022 6:47 AM
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  • Steve Payerle, Next Level Technologies
    We were looking for a modern way to accept payments that integrated with CW and QBO. Wise-Pay just made sense. Particularly Sherry Khan, he did a phenomenal job onboarding us and then after the fact, went above and beyond to help us work through some unique use-cases and come up with solutions. I'd highly recommend Wise-Pay if you're interested in streamlining your AR process - it's helped us avoid additional staffing costs and reduce payment processing errors at the same time.
    Date: 10/28/2021 4:17 PM
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  • James Borg, Teamwork Technology
    So happy to be using a system that integrates to xero and saves me so much time! everything is now so automated which allows we to spend my time on much more important things!
    Date: 10/26/2021 11:46 PM
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  • Sean van Zyl, Nettko
    We have been using Wise-Pay for over a year now and we just migrated it to a new business. The service we received from Sherry was excellent and has always been so. We are very happy with the product.
    Date: 8/13/2021 3:34 AM
    Was this review helpful? Yes No (0/0)
  • Charmaine Daniel, Mangano IT Pty Ltd
    I have been using Wise-Pay for 10 months now, which has included the conversion of a trust business to a company in this financial year. I have been very happy with the system and more than happy with the support. Sherry has been my go to guy for my transition support for the new company. His experience and knowledge is only outweighed by his patience. To the team I say thank you, to Sherry an extra big thank you (I have no doubt we will be chatting again).
    Date: 8/4/2021 12:20 AM
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  • Missy Bolhuis, ClearPath Technology
    Wise-Pay has been a great addition to help us with payments from our customers. It is user-friendly and our customers have had nothing but nice things to say about this program.
    Date: 12/4/2020 1:23 PM
    Was this review helpful? Yes No (0/0)
  • Paul Bryner, Tech Head Solutions
    Wise-Sync and Wise-Pay integration between Connectwise and XERO done the right way. Great company to work with and excellent support when needed. The wise team have delivered with products to significantly streamline our AR processes. Highly recommended to all the MSP's out there.
    Date: 8/7/2019 1:42 AM
    Was this review helpful? Yes No (0/0)
  • James Munro, GCITS
    One of the best investments we made for our company. From onboarding to almost our fourth year with the platform, it has been great. Support times are quick and pricing is reasonable. Utilising Wise-Pay, Wise-Sync and Xero, we now have a part time employee that looks after the financial side of our business. This includes around 230 Office 365 subscriptions and all our support agreements. Thanks Paul and the team!
    Date: 7/17/2019 6:40 AM
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  • James Harris, Xlingshot
    We've been using both Wise-Sync and Wise-Pay since our ConnectWise implementation in 2016. Wise-Pay is a great system and helped us streamline our Accounts Payables process and made it easier for our customers. The solution is amazing and the Wise-Pay team are fantastic about providing support when needed. We highly recommend them.
    Date: 5/30/2019 3:29 PM
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  • Ashley McDaniel, Liberty Technology
    Wise-Pay works seamlessly with ConnectWise and our accounting software (Xero), and has reduced our AR time substantially. I love the simplicity and ease of use of the product. We are able to "set it and forget it" for recurring agreements so they are paid automatically based on the billing cycle. Customers can also click to pay invoices on demand via link from the invoice email. Their support is amazing, quick response, and their knowledgebase makes training a breeze!
    Date: 5/9/2019 5:43 PM
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  • David Vidos, NOVA iT GROUP
    Wise-Pay solved a problem in our business we didn't expect. We already had a recurring payment system in place, however by using Wise-Pay we have now also converted a large portion of our Ad-Hoc invoices to auto pay after set terms, further reducing our debtor days and reducing admin time. Do your business a favour and deploy it.
    Date: 12/6/2017 6:01 PM
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  • Dan Edwards, PACT-ONE Solutions
    After moving from ConnectBooster, our clients now have an even easier way to pay. With over 500 customers across two states, we need to be on top of our receivables, as it is the life blood of our business. I'm pleased to say that we've achieved a DSO of 1 Day, with the help of Wise-Sync and Wise-Pay. We're constantly amazed by the way their products keep getting better every single month. Simply. We Love it.
    Date: 7/17/2017 9:26 PM
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  • Daniel Williams, Powernet IT Solutions
    Wise-Pay works, is well supported and progressive. Wise-Sync are invested in improving the knowledge of their clients and exhibit true partnership behaviours. Wise-Pay has given clients more choices in making payments, it has simplified and modernised the way we receive payments.
    Date: 7/16/2017 8:24 PM
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  • Jeremy Porter, LLC
    A huge step above the other payment processors. We were using another one that was suggested by CW, but this one has workflows that actually work - and save you time. No more wondering who that deposit was for, or spending hours manually inputting payments into QBO. It's all linked together - seamless integration and a huge time saver.
    Date: 2/16/2017 2:15 PM
    Was this review helpful? Yes No (0/0)
  • Bryant Harrison, QuickFix
    The automation of getting paid is such a very lovely thing. Wise-Pay is one of the best business choices we have made. I like not having to think too much about payments.
    Date: 2/2/2017 3:07 PM
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  • John Mathieu, Allari Solutions
    Very valuable product for our business! Keep up the good work!
    Date: 11/16/2016 3:59 PM
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  • Guido Garcia, G2 IT Solutions, Inc.
    Payment link? Check. Automated invoice reconciliation in Xero? Check. Favorable merchant rates? Check. Love this product.
    Date: 11/9/2016 9:41 AM
    Was this review helpful? Yes No (0/0)
  • Kent Forster, centreRED IT
    We love the way Wise-Pay integrates with ConnectWise and Quosal. Wise-Pay has given our customers more options to pay their invoices. Kent centreRED
    Date: 11/8/2016 7:50 PM
    Was this review helpful? Yes No (0/0)
  • Julie Riley, Core Technology Partners
    Wise-pay is a fantastic facility that has made our payment processing so much simpler. The integration between ConnectWise and Xero with Wise-pay works really well and has provided a much simpler method of accepting payment. Our integration with Xero would not have been possible without Wise-Sync. Great company!
    Date: 11/8/2016 7:38 PM
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  • Jon Paior, Geek Pty Ltd
    The single biggest improvement to our business was to use Wisepay to take back control of our cashflow... Cheques??? WTF??? If you aren't using wisepay you need to start operating in the 21st century and sign up!
    Date: 11/8/2016 7:37 PM
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  • Mike Reid, Calvert Technologies
    We implemented Wise-Pay (already a Wise-Sync user) and have not looked back since. Not only has it saved us a load of admin time, the clients love the interface to be able to pay online straight fro the invoice. Add the virtual payment terminal in CW and we couldn't recommend it more!
    Date: 11/8/2016 6:35 PM
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  • Fabio Suffell, Qbit Computers
    Thanks to Wise-Pay, our customers are paying us faster than ever before. Our debtor days has dropped from 40 to below 20. Love the integration with Xero and the ability for customers to be able to pay off the Quosal Quote. Our customers can now see all the unpaid invoices and pay them from within the portal. Our bookkeeper now spends a lot less time arranging the direct debits each month. I have calculated that this product is saving us 20 hours a month & reduced mistakes. Fabio Director
    Date: 10/30/2016 5:19 AM
    Was this review helpful? Yes No (0/0)
  • Peter Jonsson, Smile IT
    We have been Wise-Sync user for 18 months and have recently finished our setup for Wise-Pay. Wise-Pay is another great product just like Wise-Sync and we are extremely happy with our decision to use Wise-Pay over all other payment providers for CW, Quosal and Xero. From our extensive research, Wise-Pay is the only payment processing add-on that will work with CW, Quosal and Xero seamlessly. We can now take direct debits with ease and being able to on charge credit card fees is an added benefit.
    Date: 7/22/2016 2:56 AM
    Was this review helpful? Yes No (1/0)
  • Grant Klaaysen, GPK Group Pty Ltd
    I have been waiting for a product like this for many years. I love getting automation and efficiency in the business and Wise-Pay certainly delivers. This solutions is saving us time and money and is well worth implementing. I urge anyone looking for a more streamlined payment system to give this solution a try. You will not regret it. Grant Klaaysen CEO
    Date: 3/2/2016 9:43 AM
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  • Robert Mangano, Mangano IT Solutions
    Wise-Pay is outstanding! Recurring automatic debits are flexible and easy to maintain. Wise-Pay also provides customers with the ability to click a button and pay their invoice using the payment gateway. It has reduced our overheads, increased cash flow and saved time for our admin team. Rob Mangano Director
    Date: 1/6/2016 2:59 AM
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  • David Smith, TekScape IT
    I ran in to wise sync at IT nation 2015. I was skeptical then went to the breakout session. I signed and agreement on Thanksgiving and by 1/1/2016 we were converted from QB to Xero and Wisesync. We are not fully through the process but the team is very knowledgeable and were supportive of getting through it. I cannot recommend the product yet as I haven't used it long enough but I can recommend his team thorough approach and drive to complete. Great team and Great experience so far!
    Date: 1/5/2016 8:28 PM
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  • Peter Carboni, PC Computing & Consulting
    Another great offering by the Wise Master "Paul Macneill" and his automating team. We have recently introduced Wise-Pay and already seeing the automation its created , payments are flowing in the door quicker than ever. Clients love the payments options Great work Paul Peter Carboni Director
    Date: 12/18/2015 6:33 AM
    Was this review helpful? Yes No (1/0)

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