Paying through Wise

When the team's Wise account is connected to Demona, Wise payment appears among the actions of an incoming invoice. You pick the recipient, add a reference, and the system sends the transfer to Wise. If Wise completes it straight away, the payment is recorded on the invoice too; if Wise asks for further approval, you give it on the Wise website.

Before you start: enter the Wise API key on the Integrations tab of the team settings, under Wise API credentials.

Steps:

1. Open the incoming invoice and choose Wise payment from its actions.
2. On the Confirmation page check the currency, the amount and the client name.
3. Pick a recipient already saved in Wise (in the invoice's currency), or add one with Create New.
4. Enter the Comment (payment reference), click Send and confirm.

What happens next?

• If Wise completes the transfer straight away, the full invoice amount is recorded as a payment, and Wise payment is no longer offered on that invoice.
• If Wise holds the transfer for review (for example because the recipient is not marked as trusted in your Wise account), you see "The transfer requires review on the Wise site". Approve it on Wise; the payment is then not recorded on the invoice automatically.

Wise payment is available only on incoming invoices. Adding a new recipient requires the manage right of the Billing module.