WisePay Release Notes 2023
Overview
We are always striving to make WisePay better, making it more user friendly for both you and your customers so that you can get paid faster and spend more time doing what is important. See what's new in WisePay!
- WisePay for ConnectWise PSA Integration with ConnectWise CPQ
- WisePay for PSA partners, we are excited to announce a new integration with ConnectWise CPQ! With this integration, you can streamline your Quote to Cash (QTC) flow and make use of WisePay automatically creating a downpayment invoice in PSA when the quote is paid. To learn more about this integration, please read our CPQ for WisePay for PSA documentation. Please contact Support if you would like this feature enabled at no extra cost for your account.
- Support
- Starting on December 9th, 2023, we are moving from Freshdesk to ConnectWise's Case Management application, SalesForce, for all things support-related.
- If you need to raise a support ticket, simply click the Help option in the Wise-Sync toolbar. This navigates you to the ConnectWise Service & Support screen where you can either click Create Case and create a ticket with our helpful Support Team, or click Chat Now to speak with a member of the support team. Alternatively, if you want to search our Knowledge Base articles, they are all now conveniently located in ConnectWise Home > Search the University.
- For our Autotask Partners, a login is not required.
- 2FA
- All users accessing Wise-Sync are required to enter a two-factor authentication (2FA) code when they log in. To simplify this process, users that have not yet configured 2FA via an authenticator app will automatically have a verification code sent to their registered email address at login. Once logged in, you have the option to either continue using email verification or configure an authentication app as your preferred verification method. You can refer to the Two Factor Authentication (2FA) for Payer Accounts documentation for more information.
- We also improved the speed in which emailed 2FA Codes and Password re-set emails are sent. They are now sent as priority so that you receive it when you need it and it is not stuck in the notification queue.
- Multiple Payment Methods
- For payers that are associated with multiple payer companies or multiple merchants and have different saved payment methods across these payer records, you can now choose the Show all payment methods button when you go to pay an invoice. This button displays all of the saved payment methods.
- For payers that are associated with multiple payer companies or multiple merchants and have different saved payment methods across these payer records, you can now choose the Show all payment methods button when you go to pay an invoice. This button displays all of the saved payment methods.
- WisePay for PSA Accounts:
- WisePay for PSA merchants who require their surcharge invoices to be created in PSA with a different billing status to the underlying invoice can now select the relevant Surcharge Invoice Billing Status in the Merchant Settings screen. The status defaults to match the underlying invoice when the surcharge invoice is created, unless another option is selected from the Surcharge Invoice Billing Status drop-down list. You can read more about it in this knowledge base article: WisePay for ConnectWise PSA.
- WisePay for PSA merchants who require their surcharge invoices to be created in PSA with a different billing status to the underlying invoice can now select the relevant Surcharge Invoice Billing Status in the Merchant Settings screen. The status defaults to match the underlying invoice when the surcharge invoice is created, unless another option is selected from the Surcharge Invoice Billing Status drop-down list. You can read more about it in this knowledge base article: WisePay for ConnectWise PSA.
- Ezidebit Refunds:
- Ezidebit merchants now have the ability to initiate a refund for both credit card and bank payments with WisePay. Please refer to our article Processing Refunds in WisePay (GPI and Ezidebit) for more information.
- GPI Credit Card Refunds:
- Global Payments Integrated (GPI) merchants now have the ability to initiate a refund for credit card payments in WisePay. Please refer to our article Processing Refunds in WisePay (GPI and Ezidebit) for more information.
- We have the same for our Australian and New Zealand merchants that process payments with Ezidebit coming soon.
- Datagate Integration:
- Merchants that use Datagate for Telco invoicing can now choose to source invoices from Datagate when Print Invoice is chosen in WisePay.
- Please refer to the Datagate Integration article for more details.
- Partial Bank/ACH Refunds:
- Global Payments Integrated (GPI) merchants can now initiate a partial refund for bank/ACH payments in WisePay. Please refer to our article Processing Refunds in WisePay (GPI and Ezidebit) for more information.
- We have the same for our Australian and New Zealand merchants that process payments with Ezidebit coming soon as well as the ability to process credit card refunds via WisePay for both GPI and Ezidebit merchants.
- ConnectWise PSA Payments:
- In collaboration with the PSA Team, when payments processed via WisePay are synced back to the PSA Invoice, those payments are now identified as 'WisePay Payments' on the PSA Invoice.
- What this means for merchants who also have a Quickbooks Desktop QBD integration with PSA, those payments can no longer be removed from the PSA Invoice when they are synced with QBD.
- Please refer to the PSA 'Accounting Integration' article for further details (refer to the WisePay Payments section).
As we continue to listen to our partners, we have made some further updates making it even easier for you to get paid.
- Payer Username:
- Previously a Support ticket needed to be raised for the WisePay team to update a Payer Username so it matched their email address, now payers are able to update their own username. Please note that we have not yet provided access for merchants to be able to update a payer username.
Note: Payer 'Usernames' are used to log into WisePay. Their 'Email Address' is currently used to log into the Payment Portal & for Wise-Pay Notifications, 2FA emails & re-set password emails to be sent to. It's recommended that their email address and username are one and the same.
- Previously a Support ticket needed to be raised for the WisePay team to update a Payer Username so it matched their email address, now payers are able to update their own username. Please note that we have not yet provided access for merchants to be able to update a payer username.
- Payment Portal Email 2FA Codes:
- We understand that there are instances when Email 2FA Codes are taking sometime to be received in payer's inboxes when they logging in to make a payment through our Payment Portal. When the email is finally received, the code has expired, blocking payers from being able to login.
Until we can effectively address the root cause, we have provided the option to 'resend' a 2FA Code which will override the initial code.Note: The ‘Resend Code’ button will only be displayed if an invalid 2FA Code was first entered.
- We understand that there are instances when Email 2FA Codes are taking sometime to be received in payer's inboxes when they logging in to make a payment through our Payment Portal. When the email is finally received, the code has expired, blocking payers from being able to login.
- Payment Portal:
- After a payment has been made in the Payment Portal, we now display the updated 'Amount Due' in the Invoice Details widget. Previously the amount displayed was the original Amount Due before the payment has been made.
Note: Amount Due = Invoice Total less amount/s paid &/or scheduled:
- After a payment has been made in the Payment Portal, we now display the updated 'Amount Due' in the Invoice Details widget. Previously the amount displayed was the original Amount Due before the payment has been made.
We have been working hard making the Pay Now Payment Portal even more easier to use for your customers. We have listened to your feedback and have made the first entry point to make a payment much simpler for all payers.
- Log in flow:
- Payers just need to enter in a valid email address (ie one that exists in WisePay) and then be prompted to enter their password and 2FA code.
Otherwise payers can click on either the Xero SSO or Microsoft SSO button for a seamless single sign on experience.
- Payers just need to enter in a valid email address (ie one that exists in WisePay) and then be prompted to enter their password and 2FA code.
- Checkout as Guest flow:
- Guest Payers no longer need to validate their email address first, they can simply click the 'Checkout as Guest' button and continue to make a payment via credit card.
- Register flow:
- For payers looking to create a WisePay payer account, they can simply click on the 'Create Account' button, validate their email address (to ensure they don't already have a payer account) and continue through the payment flow.
- For payers looking to create a WisePay payer account, they can simply click on the 'Create Account' button, validate their email address (to ensure they don't already have a payer account) and continue through the payment flow.
