- Integrations
- Wise-Sync
Make it easy for clients to pay their bills with easy and seamless single-click access using CloudRadial Client Services Automation.
Each time you handle an invoice, it costs you money. Shorten your cash gap and never chase a payment again. Use Wise-Pay help you get paid on time, every time with an effortless cash flow that makes it super easy for clients to pay their bills.
How the Integration Works:
Wise-Pay hooks directly into your portal to provide single sign-on (SSO) functionality to clients that have access. Within their Account > Invoices page, they’ll be able to click the Open Payment Portal button to get auto-logged in.
What the Integration Does:
- Make Accessing Payments Easy – Make getting to invoices to pay (or review) just a click.
- Improve Billing Visibility – Why struggle with convoluted systems? Display the invoices that you want directly in the portal for 24/7 visibility.
Details
Integration: Wise-Sync
Solution Type: University/Learning
Integration Type: API
Integration Type: API
API connections are secured with a set of keys that need to be generated one time.
Once the connection has been secured, the tool in question will stay connected to CloudRadial until the key is deactivated. Refer to the article on the specific tool for instructions on generating the API key, as well as where to input it into CloudRadial.