WizPay is WizCommerce's built-in B2B payments solution. It lets your team collect payments, manage invoices, and track transaction history directly from within order and customer workflows, without switching tools. It supports card-on-file, ACH transfers, payment links, partial payments, offline payments, and automated payment terms, all linked to orders and synced with your ERP.
This article covers supported payment methods, how to access WizPay, key features like card-on-file and automated payment terms, and how it connects with your ERP.
Platform: WizOrder | Who is this for: Admins & Sales Reps
Table of Contents
| Section | Topics |
| A | What is WizPay |
| B | Who Uses WizPay |
| C | How to Access WizPay |
| D | Payment Methods |
| E | Key Features |
| F | Security & Reliability |
| G | How WizPay Works with Your ERP |
| H | FAQs |
A. What is WizPay?
WizPay is a B2B payments solution embedded directly into the WizCommerce platform. Rather than operating as a separate tool, payments are integrated into the points where they naturally occur — order pages, customer profiles, and invoice workflows — reducing friction for buyers and cutting manual work for internal teams.
B. Who Uses WizPay?
| Role | How They Use WizPay |
|---|---|
| Sales Reps | Collect payments during order entry, trade shows, or customer visits via WizOrder (app or web) |
| Finance & Operations Teams | Track transactions, process refunds, reconcile payments, manage disputes |
| Business Admins | Configure payment settings, gateways, user permissions, and payment terms |
| Wholesale Buyers | Pay via saved payment methods or secure payment links sent by email |
C. How to Access WizPay
WizPay is built into the WizCommerce platform — no separate login or app required. Payment features are accessible from two places:
1. Order Detail Pages in WizOrder
- Available on both the mobile app and the web portal
- Use this to collect payment against a specific confirmed order
- The Mobile App
- The Web Portal
- The Mobile App
2. Customer Profiles
- Available on both the mobile app and the web portal
- Use this to process payments, view payment history, and manage saved payment methods for a specific customer
- The Mobile App
- The Web Portal
- The Mobile App
Note: Refer to the screenshots in the Access WizPay section for visual guidance on locating these entry points.
D. Payment Methods
WizPay supports the following payment types:
| Payment Method | Description |
|---|---|
| Card-on-File | Securely store a customer's card and charge it at the right time based on payment terms — no re-entry needed |
| Credit / Debit Card | Process card payments in real time; cards can be saved for future use |
| ACH Bank Transfer | Collect bank payments electronically; account details can be saved for repeat transactions |
| Payment Link | Send a secure email link for customers to pay online by card or ACH |
| Partial & Split Payments | Collect deposits, milestone payments, and balances on the same order — designed for large wholesale orders paid in stages |
| Offline Payment | Record payments made outside the platform — checks, wire transfers, or any manual payment |
| Cash | Record a cash payment received in person at the time of transaction |
E. Key Features
Card-on-File Payments
Store customer cards securely and charge them based on agreed payment terms. Eliminates follow-ups, re-entry of card details, and delays between shipment and payment.
Automated Payment Terms
Set up custom payment schedules per customer and let WizPay handle when payments are due or charged automatically. Removes manual tracking of net terms, deposits, and special agreements.
Order-Linked Payments
Every payment is tied directly to its order and invoice. Finance teams can always see what's paid, what's outstanding, and against which order — without reconciliation guesswork.
Credit Card Surcharge
Automatically pass credit card processing fees to customers where permitted. Protects margins on large orders without manual calculations or compliance risk.
Dispute Management
Track and manage payment disputes in one place, without jumping between banks, emails, and spreadsheets.
Payment Reports
View payments, fees, and outstanding balances across orders and invoices in real time from the Payment Dashboard.
F. Security & Reliability
- PCI-Compliant Processing: Customer card data is handled by compliant processors — reduces risk and eliminates internal PCI burden
- 99.99% Uptime: Payments remain available when your team needs them
- Multi-Device Support: Accept and manage payments on desktop, tablet, or mobile — wherever your team works
G. How WizPay Works with Your ERP
WizPay works independently for payment collection, but when connected to your ERP it becomes significantly more powerful:
- Orders placed and paid through WizCommerce sync back to your ERP automatically
- Invoices from your ERP pull into WizCommerce so you can collect payments against them directly
- Payment status flows through both systems, reducing manual reconciliation
Note: When integrated, your ERP remains the source of truth for financials. WizPay handles the collection workflow so your team can process payments where the work already happens.
FAQs
1. Do I need a separate login or app to use WizPay?
A. No. WizPay is built directly into the WizCommerce platform. You can access payment features from order detail pages in WizOrder or from customer profiles — on both the mobile app and the web portal — using your existing WizOrder login.
2. What payment methods does WizPay support?
A. WizPay supports Card-on-File, Credit/Debit Card, ACH Bank Transfer, Payment Links, Partial & Split Payments, Offline Payments (checks, wire transfers), and Cash. All payment types are linked directly to orders and customer profiles within the platform.
3. Can I collect payment in stages for a large wholesale order?
A. Yes. WizPay's Partial & Split Payments feature lets you collect deposits, milestone payments, and final balances against the same order. This is designed specifically for large wholesale orders where payment happens in stages rather than all at once.
Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.