How to Automate Payments with Datto Autotask PSA

Today, financial innovation is transforming the way we bank. Consumers are being empowered by new payment technologies to make greater choices, including how, when and where to make payments from. Here at Wise-Sync, one of our core values is to provide our customers using Xero or QuickBooks Online with the improved ease and flexibility they desire when processing payment with Datto Autotask PSA.

Sync Invoices with Online Payment Processing


Customers will often part-pay or pre-pay invoices using a variety of direct debit and credit cards.

For the financial officers of Managed Service Providers (MSPs), a vital part of preparing cash flow forecasts, is the instrumental ability to send invoices to customers having various outstanding balances and different payment terms.

Wise-Sync is integrated with Datto Autotask, enabling your billing system to process a mix of pre-payments and payment schedules with the utmost ease, while also providing real-time reporting for your accounts receivable.

Online Credit Card Payments with Datto Autotask PSA

Using credit card payments for paying invoices has never been a more popular choice than what it is now, as airlines, hotels and retailers are vast promoting loyalty points for those businesses doing so. 

By integrating to Datto Autotask PSA, Wise-Sync makes collecting payments made by credit cards frictionless. We work with major payment providers including Stripe, Braintree and more, so you can choose which merchants you'd like to work with.

Putting the ‘Auto’ into Payment Reconciliations

If you're an MSP using Xero or Quickbooks Online accounting software, Wise-Sync directly integrates these with Datto Autotask PSA. From here, your accounts team will be able to quickly and seamlessly sync payment reconciliation statements in real-time to the cloud.

Whether you're in or out of the office, Wise-Sync automates billing and payment processing so you can access information from wherever you are, and regardless of which device you're using; whether desktop or mobile. 

This process is sure to improve your team's productivity, providing you with more time to focus on other areas of your business and most importantly, to compound the business value. 

Cost-Efficient Payment Processing


It's a common misconception that only larger MSPs can benefit from the integrated power of Wise-Sync’s solution connecting Xero and QuickBooks Online to Datto Autotask PSA.

From just AUD $99 per month, your company can process up to 100 invoices per month with Wise-Sync.

Enjoy the power of keeping payments up to date in Xero, and revel in the expediency of having consistent and real-time data in Autotask.

See how it works

Discover why Wise-Pay is the first choices as the multi-merchant payment solution for Autotask, connecting Cloud accounting software Xero and QuickBooks Online to the world's largest payment providers.

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