Next, they will be prompted to select an account and click "Continue".įinally, your customers will be asked to enter their full name and email address as shown below.
They enter their username/email and password for their bank account and click "Continue". Next they will either use the quick select buttons or search the name of their Bank using the search bar at the top of the popup as shown below: ‘Use Bank’ button, this will open a popup where they can then sign into their bankĪll they need to do is select "Continue": Then choose the "Use Bank" option to pay via E-Check. That's because all invoices that you send now will include a credit payment screen and a large green pay button for your customers to click and perform an electronic credit card payment:Īlternatively, customers can also choose how much they want to pay today and WePay will save your bank information and take you to their portal's home page.Īccepting payments is as simple as sending your VatPay invoice to your customer, just like always. Once you're done, click "Add Bank" at the bottom of the page. How often you would like WePay to send your money (Daily, Weekly, etc).Here, you will add the settlement details for you to withdraw funds from your WePay account into your bank account.
Get an email notification from WePay confirming that your new bank account was Information and forward you to add your settlement bank information. Once you're done, click "Submit" at the bottom.
Treasurer) or any other individual who regularly performs similar functions (i.e., Officer, Managing Member, General Partner, President, Vice President, or
Manager (e.g., a Chief Executive Officer, Chief Financial Officer, Chief Operating Manage, or direct a legal entity customer, including an executive officer or senior Choose an Industry Category and then an Industry TypeĪ controller is a single individual with significant responsibility to control,.Specify the legal structure of your business (Corporation, LLC, Partnership).Choose your Entity Type (Sole proprietor, Business, Nonprofit, Government).You will be taken to the next step in the onboarding process. Enter an acceptable password, check the box to accept WePay’s terms & conditions, and click "Grant Access". This will take you to WePay's website for you to create a password for your WePay account.