FAQ - How do I temporarily disable Automatic Payments for a payer?

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:

    1. Locate your payer's Company in ConnectWise.
    2. Click on the Finance Icon - This will take you into the Finance Screen.
    3. Change the Billing Term to a Non Wise-Pay Billing Term
    4. Click Save & Close

What do they look like?

Company Finance screen in ConnectwiseĀ 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.