Getting Started with BayWise Payments

BayWise Payments serves three distinct roles in a workshop. Each guide covers the setup or workflow relevant to that role — pick the one that matches yours.

• Account Owners — You are setting up BayWise Payments for your workshop for the first time. Start here to connect your payment processor, configure tax settings, set up recurring obligations, and invite your team.

• Cashiers & Service Advisors — You handle daily collections and vendor payments at the front desk. Start here to learn the Collection Queue, record payments, send payment links, and close the day.

• Finance Managers — You monitor the financial position and reconcile at week or month end. Start here to read the dashboard, track AR aging, review cashflow, and use AI insights.