Where Automatic Payments is enabled, Wise-Pay will attempt to queue invoices for Automatic Payment by matching the billing term on each invoice with a Wise-Pay Automatic Billing Term. If it finds a match and your payer is setup for Automatic Payments, the invoice will be queued and scheduled as determined by the billing term.
To temporarily disable a payer's invoices from being queued automatically, you need to update the payer's Company in ConnectWise to use a billing term that is not Wise-Pay enabled. That is, instead of using a Wise-Pay Billing Term (e.g. Wise-Pay (15 Days)), set the customer's billing term to a Non Wise-Pay Billing Term (e.g. Net 15 days).
How do I configure it?
Update the payer's billing term in Connetwise. Here's how to do it:
- Locate your payer's Company in ConnectWise.
- Click on the Finance Icon - This will take you into the Finance Screen.
- Change the Billing Term to a Non Wise-Pay Billing Term
- Click Save & Close
What do they look like?
Company Finance screen in Connectwise