Applies to: IntegraPay Merchants

Wise-Pay can make reconciliation of prepayment settlements easier, by grouping settlements by the source of payment initiation. For example, if prepayments are settled from the ConnectWise Customer Portal, they can be grouped by this source as one transaction. In other words, merchant accounts will receive funds in their bank accounts settled as total funds, grouped by the reference for each payment source.

How do I get there?

To configure Settlement Groups, select 'Configure' > 'Merchants' from the top menu.

What do I do?

Here's how to do it:

Note

These payment sources must be configured before they can be used. See:

  1. In Account Merchant Details, go to the Settlement Groups tab.
  2. Enter a description in each of the fields. These descriptions will appear in the bank account to indicate which channel the Prepayments were received via:
    Quick Link
    iSell
    Legacy Customer Portal
    ConnectWise Sell
    Event Notification
  3. Click the floppy disc to save the individual group name.
  4. Click Save.