Quoter + WisePay

Connecting WisePay directly to Quoter makes it easy to onboard new managed services clients and collect up-front charges smoothly.

Give Clients Options for Ways to Pay
With WisePay, your MSP can accept payments via ACH bank transfers, credit cards, and/or debit cards. Clients can select the payment option that works best for their cash flow, while you manage collections and reconciliation in one unified platform, all connected to your accounting platform of choice.

Credit Card Security and (Optional) Surcharges
WisePay never handles credit card details; instead, the information is tokenized and sent securely to third-party providers.

You can choose to absorb or on-charge credit-card costs; you can enable a service fee for online card payments and label it as a surcharge, processing charge, or convenience fee. WisePay supports ACH bank payments and lets your MSP tailor how surcharges are on-charged, with zero-fee bank payment options available for your clients.

Go to Settings > Payment Gateways in Quoter, and select WisePay from the Type dropdown.

Follow the step-by-step guide below:

• Add WisePay to Quoter

There is more complexity on the WisePay side, but you’ll only have to set this up once, so it’s worth it. Follow all the steps here:

• Quote to Cash: Quoter - WisePay - PSA Integration