Payment Setup - Revision history

Levi Shores at 21:06, 17 February 2025

2025-02-17T21:06:19Z

← Older revision		Revision as of 21:06, 17 February 2025
Line 19:		Line 19:
	To set up ACH Payment Information:		To set up ACH Payment Information:

	# Proceed to Wise-Pay		# Proceed to Wise-Pay ([https://secure2.wise-sync.com/Account/WisePayLogin Wise-Pay])
	# Log in, or complete your password reset process as required		# Log in, or complete your password reset process as required
	# You may be asked to accept Wise-Pay's Terms and Privacy Policy (These are largely GDPR privacy conditions, a EU construct)		# You may be asked to accept Wise-Pay's Terms and Privacy Policy (These are largely GDPR privacy conditions, a EU construct)

Levi Shores: /* Setting Up ACH Payment Information */

2025-02-17T20:17:39Z

Setting Up ACH Payment Information

@@ Line 31: / Line 31: @@
 #Click 'Update bank account'
 #Click 'Save bank account' to accept the payment terms
 #From the Companies Tab again, press the downward arrow next to 'Add' and choose 'Auto Pay Mapping'
 #On the form:
@@ Line 39: / Line 47: @@
 ###Click 'Accept'
 ##Click 'Save'
-#Note: if you encounter any errors on the Automatic Payment User Settings, there may be another payment user associated with your company. [mailto:accountmanagement@dtpartners.com Contact DTP's Account Management team] for assistance.
-You can confirm that your Bank Account and Auto Payment mapping is configured by visiting the associated tabs.
+=== If you have added a new payment method and need it to now be your automatic payment method... ===

Levi Shores at 21:38, 11 February 2025

2025-02-11T21:38:37Z

← Older revision		Revision as of 21:38, 11 February 2025
Line 25:		Line 25:
	# In the Wise-Pay Settings screen, move to the 'Companies' tab		# In the Wise-Pay Settings screen, move to the 'Companies' tab
	## Note: if your user is a payer for multiple companies, you will see multiple companies on this screen,		## Note: if your user is a payer for multiple companies, you will see multiple companies on this screen,
			#On the row for the company you wish to associate a payment method for (or the only row), click the downward arrow next to 'Add', then 'Bank Account'
			#In the form:
			##Account Name can be any arbitrary account name for your own reference
			##Routing and Checking Account numbers from your institution
			#Click 'Update bank account'
			#Click 'Save bank account' to accept the payment terms
			#From the Companies Tab again, press the downward arrow next to 'Add' and choose 'Auto Pay Mapping'
			#On the form:
			##Select the desired company from 'User Payment Company Access Id'
			##Leave Auto Payment Terms Id as 'All Automatic Payment Terms'
			##For 'Primary Payment Method', select the appropriate banking account information from the drop down
			##Check to accept terms
			###Click 'Accept'
			##Click 'Save'
			#Note: if you encounter any errors on the Automatic Payment User Settings, there may be another payment user associated with your company. [mailto:accountmanagement@dtpartners.com Contact DTP's Account Management team] for assistance.
			You can confirm that your Bank Account and Auto Payment mapping is configured by visiting the associated tabs.

Levi Shores at 20:29, 11 February 2025

2025-02-11T20:29:51Z

← Older revision		Revision as of 20:29, 11 February 2025
Line 1:		Line 1:
	As part of monthly services with Digital Technology Partners, our customers are asked to set up a recurring payment method. All recurring services provided by DTP are Pre-paid and unless arrangements are made, recurring monthly services are the only invoices which will be automatically paid.		As part of monthly services with Digital Technology Partners, our customers are asked to set up a recurring payment method. All recurring services provided by DTP are Pre-paid and unless arrangements are made, recurring monthly services are the only invoices which will be automatically paid.

			== Wise-Pay ==
			Login: [https://secure2.wise-sync.com/Account/WisePayLogin Wise-Pay]

	Wise-Pay		Wise-Pay is Digital Technology Partners payment processing partner; your payment methods are securely stored in Wise-Pay, and invoices generated by DTP for monthly services are paid automatically on their due dates.

			Every DTP customer has a Wise-Pay account, although some customers have never logged into their account. If you do not know your Wise-Pay username, you will need to [mailto:accountmanagement@dtpartners.com contact DTP's Account Management team]. If you know your username, but not your password, you must [https://secure2.wise-sync.com/Account/WisePayForgotPassword complete the 'Reset Password' option at the Wise-Pay login].

			Also:

			* DTP does not have access to reset password of Wise-Pay logins.
			* If you need to change the email address associated with your Wise-Pay account, you can [mailto:accountmangement@dtpartners.com contact DTP's Account Management team]
			* The email address associated with your Wise-Pay username will also receive payment receipts and other payment notifications

			== Setting Up ACH Payment Information ==
			We highly encourage customers to set up ACH (eCheck/Wire) payment information via Wise-Pay. Effective in 2025, DTP will begin assessing convenience fees for all credit cards based transactions. Our goal in doing so is to reduce costs, provide the best value service for customer without raising prices directly, and help keep dollars in our local small business community.

			To set up ACH Payment Information:

			# Proceed to Wise-Pay
			# Log in, or complete your password reset process as required
			# You may be asked to accept Wise-Pay's Terms and Privacy Policy (These are largely GDPR privacy conditions, a EU construct)
			# From the Wise-Pay dashboard, go to Settings > My Details
			# In the Wise-Pay Settings screen, move to the 'Companies' tab
			## Note: if your user is a payer for multiple companies, you will see multiple companies on this screen,

Levi Shores: Created page with "As part of monthly services with Digital Technology Partners, our customers are asked to set up a recurring payment method. All recurring services provided by DTP are Pre-paid and unless arrangements are made, recurring monthly services are the only invoices which will be automatically paid. Wise-Pay"

2025-02-10T18:08:11Z

Created page with "As part of monthly services with Digital Technology Partners, our customers are asked to set up a recurring payment method. All recurring services provided by DTP are Pre-paid and unless arrangements are made, recurring monthly services are the only invoices which will be automatically paid. Wise-Pay"

New page

As part of monthly services with Digital Technology Partners, our customers are asked to set up a recurring payment method. All recurring services provided by DTP are Pre-paid and unless arrangements are made, recurring monthly services are the only invoices which will be automatically paid.

Wise-Pay