The Innovent integration effective July 2024 now supports WisePay payments. This eliminates the need to enter manually the Customer Payments in MYOB. The setup for this is done 95% inside of Connectwise and the only change needed in the Innovent integration app is nominating a default bank account for the WisePay payments to link when pushing through our integration. As well Create a new Payment Method to be Wisepay. In MYOB Select Lists, Sales & Purchases, Payment Method. Create New. Wisepay and Credit Card as payment type.
Innovent App version 1.40.0.0 and above supports WisePay. Also please note Connectwise API v3.0 is the only API that supports WisePay payments (Not v2.5)
Below is where you input you Default Bank account - eg. 1-1110
Create the New Payment Method - WisePay in MYOB - Lists, Sales & Purchases, Payment Method. Wisepay and Credit Card
This new tab shows WisePay payments coming from the Finance, Accounting Interface in a New Tab inside of Connectwise (in the same manner as Sales, Expenses, PO's)
Errors will appear if the Default Bank Account field is not completed, below.
The Innovent integration will push Invoices, PO's, Expenses and then WisePay payments in that order through the integration to MYOB. Payments will error if the corresponding invoice does not exist in MYOB (blocking the payment). Ensure the invoice is in Connectwise, pushed to MYOB and then revert back to export the WisePay payment
Showing the sales invoice being created / exported
Showing the WisePay Customer Payment being created / exported
Showing the Journal for the WisePay payment, debiting the bank account and crediting AR/ Debtors
