If you don't have a Wisetack account, you can sign up directly through TRUE.

1. Click the Gear icon and select Company Preferences
2. Navigate to the Integrations section
3. Locate Wisetack and click Sign Up
4. Complete the onboarding process with Wisetack

If you already have a Wisetack account (such as through their standalone portal), you can connect it to TRUE.

When you send an eForm to a customer, they'll see the financing option if Wisetack is enabled.

Customer Experience:

1. Customer receives your Quote eForm
2. Customer selects the financing option instead of paying upfront
3. Customer completes Wisetack's financing application
4. Customer receives instant approval decision
5. If approved, financing terms are displayed and customer can accept

Once approved, Wisetack pays you directly and the customer makes payments to Wisetack according to their financing terms.

If Wisetack doesn't appear under Company Preferences > Integrations, the integration may not be enabled for your account.

What to Do:

• Contact TRUE Support to verify the Wisetack integration is enabled
• Confirm your TRUE version includes the Wisetack feature
• Check with your administrator about payment integration permissions

If you already have a Wisetack account but clicking Wisetack shows the sign-up screen, you'll need assistance connecting your existing account.

Contact TRUE Support with the following information:

• Your TRUE account/company name
• Your existing Wisetack merchant account email
• Confirmation that you want to link the accounts

TRUE Support can work with Wisetack to connect your existing account rather than creating a new one.

Support for financing deposits and final payments through Wisetack is available, allowing customers to finance different stages of their project.

This is particularly useful for larger projects where customers want to:

• Finance just the deposit amount upfront
• Finance the remaining balance upon project completion

If a customer accidentally selected the financing option but doesn't want financing, you'll need to handle this through your normal payment workflows.

Steps to Resolve:

1. If the customer hasn't completed the Wisetack application, they can simply close it and pay normally
2. Send the customer a new eForm or ePay link for their preferred payment method (credit card, ACH, etc.)

For questions about a submitted application or a customer's obligation under it, direct the customer to Wisetack directly — TRUE does not manage the terms of the financing agreement.

If a customer initially selected financing but decides to pay another way, you can send them an ePay link for traditional payment.

Navigate to the Quote or Invoice and send a new ePay link using your standard payment processing (such as Stripe or RunPayments). The customer can then pay via credit card or ACH.

TRUE does not currently have dedicated alert permissions for Wisetack financing events (application submitted, approved, declined, or completed). Financing status is tracked in Wisetack's own merchant dashboard.

Wisetack and Stripe serve different purposes in TRUE's payment ecosystem:

Many contractors use both - Stripe for customers paying directly and Wisetack for customers who need financing.