Wise-Pay, an add-on for Wise-Sync, provides partners with enhanced payment options directly within ConnectWise or via a secure online portal, allowing businesses and its registered payers access to view outstanding invoices and make payments using credit cards or bank accounts.
New features of the integration include:
Pre-Payment Transactions: Wise-Pay automatically creates pre-payment transactions in your accounting system, allowing users to accept down payments or upfront payments as part of the QuoteWerks quote acceptance process.
Receipt of Payment: Wise-Pay will create the pre-payment receipt for the customer – creating zero touch reconciliation, and improving visibility of payment information in the accounting system.
“Integrating with solutions that our customers utilize to make their businesses more efficient is one the strengths of QuoteWerks,” said Brian Laufer, Vice President, QuoteWerks. “We are excited to partner with Wise-Sync on the integration of QuoteWerks and Wise-Pay. The integration will enable existing QuoteWerks customers using Wise-Pay as a payment solution to further automate their quoting and invoicing processes.”
The QuoteWerks integration is available to all partners, and will allow acceptance of pre-payments via QuoteWerks Quote Valet. One benefit is that payment information from the quote being paid is then updated in both, Wise-Pay and the partners’ Cloud Accounting platform, solving any reconciliation challenges when trying to match payments in the accounting system.
“By adding QuoteWerks as an integration for Wise-Pay, our mutual partners can now use this functionality to receive pre-payments from QuoteWerks, further improving cash flow,” said Paul MacNeill, Co-Founder and Managing Director at Wise-Sync.
Paul also states that, “Wise-Sync has over 500 partners and processes payments for tens of thousands of payers worldwide. With Wise-Pay’s integration to QuoteWerks, we’re expecting to see even more partners getting the benefit of improved cash flow cycle.”
Mike Reid, Operations Manager at Calvert Technologies, a leading IT managed services provider had this to say, “The use of QuoteWerks with Wise-Pay is a game changer for us. It simplifies the management of payments received to our accounting platform (Xero) and has improved our cash flow by accepting payment at the time of quote acceptance.”
“Calvert Technologies partnered with Wise-Pay to process our payments from ConnectWise Manage, and by having the further integration to QuoteWerks, we now have even more options for our customers to make payment. It truly has changed the way we accept and manage payments, for the better,” Mike noted.
To learn more about how the new Wise-Pay integration helps partners accept payments, please visit https://www.wise-sync.com/payments/features/
Designed by IT Service Provider Virage IT (Acquired by PowerNet Group) who actively uses ConnectWise and Xero, Wise-Sync has been designed to deliver a best of breed platform for the transfer of accounting data from ConnectWise to Xero / QBO. The Wise-Sync solution delivers a number of features designed to validate and ensure data flowing from ConnectWise to Xero is 100% accurate. Wise-Sync pride themselves on their continuous improvement focus, driving their passion to being the best ConnectWise Accounting Sync and Payment tool on the market. Wise-Sync provides integration to Xero and QBO for partners of all sizes, with support for businesses ranging from 1-100 staff.
Wise-Pay is an optional add-on for Wise-Sync partners. It is the only fully-integrated multi-merchant solution for ConnectWise, Quosal, QuoteWerks and Cloud Accounting platforms - Xero and QuickBooks Online. Wise-Pay is a flexible, easy-to-use, one-stop payment solution that gives MSPs payment flexibility and control like never before.
QuoteWerks provides the tools necessary for Managed Service Providers (MSPs) and Value-Added Resellers (VARs) to create professional looking quotes and proposals with speed and efficiency.
QuoteWerks is a pioneer in the quoting and proposal software space with more than 24 years’ experience working with VARs and MSPs.
Designed exclusively for the IT Channel, ConnectWise Manage is the leading business management solution for service providers, MSPs, technology consultants, integrators, and developers. Today more than 71,000 IT professionals rely on ConnectWise to achieve greater accountability, operational efficiency and profitability.
For more information, contact
Phone: +1 813 280 5447
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