Syncing paid invoices from your Accounting Package back to ConnectWise with Wise-Sync is simple. Wise-Sync posts the applied payments back to ConnectWise at the click of a button, with the only condition being that the Invoice Reference must be exactly the same in both systems.
Tip: Allocating Credit Memos
Wise-Sync is unfortunately unable to interact with the application of credit memos. Credit Memos need to be raised in ConnectWise (created as a Special Invoice - Credit Memo), synced to the Accounting Package, and then applied to both the ConnectWise invoice and the Accounting Package Invoice manually.
Syncing Payment back to ConnectWise
- Select the company you need to Sync to
- Click on the Payments Tab (if not already selected)
- Set the 'Sync Payments Updated After' date
Refer to this KB for more information about setting the Payment Sync Date.
- Press the 'Sync Payments' button.
- Review the results
Wise-Sync processes any payments applied which are cross-referenced against a ConnectWise list of invoices. Wise-Sync does not validate whether a payment has been reconciled on the bank statement.