We're thrilled to announce that our highly anticipated Quote to Cash functionality is now live! 🎉
As soon as a WisePay payment is collected through a ConnectWise CPQ quote, instead of WisePay creating an unapplied credit in your accounting system -
A Down Payment invoice is automatically created in ConnectWise PSA, which can then be applied and restricted to the correct project, agreement, sales order, or ticket at a later date.
That's right, we've cut 17+ steps down into just three! And as soon as a quote's been accepted, you're granted instant visibility in ConnectWise PSA over any payments that have been received.
In a nutshell:
Watch the complete run-through below. 👇
Our experienced consultants will show you how Wise-Sync can help your business thrive.
Attain cutting-edge insights and learn how to shape your business for long-term sync-cess.