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Wise Sync for Datto Autotask PSA
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Payer Management
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Wise-Sync for Datto Autotask PSA
Getting Started with Wise-Sync for Datto Autotask PSA
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Getting Started with Wise-Sync for QBO
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Sync for Datto Autotask PSA
Frequently Asked Questions
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Known Issues
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Known Issues (Resolved)
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Pay Release Notes
Wise-Pay Release Notes (2020)
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Pay Release Notes (2019)
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Pay Release Notes (2018 and older)
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Incident Reports
Incidents
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Pay Errors and Known Issues
Unprocessed Payments
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Xero Known Issues
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Unmatched Payments
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Pay Errors
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Known Issues
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Payer Management
Managing Payers
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Email Templates
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Payer Admin - FAQ
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Sync User Management
Creating/Maintaining Users
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Two Factor Authentication
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Sync Release Notes
Wise-Sync Release Notes (2020)
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Sync Release Notes (2019)
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Wise-Sync Release Notes (2018 and older)
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Merchant Configuration
Merchant Configuration
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Payment Providers
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Payment Services
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Notification Configuration
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Accounting Connections
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Open navigation
Email Templates
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
