Trouble Uploading Document to Wepay for Gofundme
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Set Up
Managing WePay Payments
Managing Your Business concern
Fee Disclosure
Terms of Service
Set Upwardly
In your site managing director, navigate to Settings > Payment Settings, then select WePay and click "Start connection process"
Alarm - WePay should but be configured by someone with the authorization to manage the business organization entity. This process will ask you to provide tax IDs, SSNs, and bank account information.
To begin the WePay connection procedure, please enter the following info:
- First Name
- Terminal Name
- Email address
- If you already take a WePay business relationship with a different provider, you will need to use a different email accost for this account
- Concern Name
- A Short Business concern description
Side by side: WePay will ship you a verification email. You will need to access that verification email to go on with the onboarding process (information technology may take up to thirty minutes for the electronic mail to go far).
Open up the email and click "confirm." A new window will open up, prompting you to fix a password. Once y'all take set a password, WePay volition guide you lot through the account ready up process. You will need to enter information about your business concern and connect a banking company business relationship.
We strongly recommend yous complete all forms in WePay and connect a bank account before fulfilling orders. WePay will withhold deposits until this information is complete.
If yous have non completed all the needed data, or are asked to provide more, you can exercise and then from your WePay dashboard.
- Login at https://www.wepay.com/login
- Click on the blueish bar to see what documentation is needed
- Upload & Submit the documents required.
WePay only allows 1 business relationship per e-mail address--if y'all've previously used WePay, GoFundMe, or FreshBooks, you will need to create a new business relationship using an alternate email accost. Please contact u.s.a. if you lot receive an fault bulletin at signup.
Adjacent Steps
In one case you lot have onboarded with WePay, you'll need to activate it before you offset using it at checkout.
- To actuate WePay, slide the toggle to "On".
- WePay doesn't start the verification process until afterward a merchant's first transaction.
Payment Capture
WePay has the power to choose automatic payment capture or a manual payment capture.
Automatic payment capture will automatically process payment for orders as before long as the order is placed. You will not demand to take additional steps to capture funds. The fees on a charge are also practical automatically. You will be charged fees on the order total.
Manual payment capture will require additional steps to capture funds. When the order is placed, a payment authority is created. Yous volition need to review the payment authorisation inside 7 days and choose to capture funds.
- US retailers tin can capture less than the authorisation total. You lot cannot capture more than the authorization total. You will be charged fees on the captured amount.
- You tin only capture once per social club.
- Canadian retailers can only capture the authorized amount. If at that place is an exchange or return of an particular earlier payment is captured, you lot will capture the entire amount so refund the divergence.
- Please run across additional instructions on how to capture and void authorizations.
WePay accounts also have their own dashboard for reporting. Click the account dashboard push button and yous'll be prompted to login to WePay Merchant Center. Your username and countersign was set up at onboarding. You tin can also create additional accounts for your staff through WePay.
Canadian Retailers
Canadian retailers can also choose if they want to accept debit cards at checkout. By default, all Canadian merchants are set to take debit cards. If you elect not to have debit cards, please uncheck the box.
WePay with Other Payment Methods
WePay works alongside complimentary additional payment methods such as PayPal and Custom Payment Methods. We practise propose that all merchants activate PayPal as an additional payment method to provide your customers with additional options.
You may simply have one main payment method active at a time. When you activate WePay, it supersedes other payment facilitators (SmartEtailing Payments powered by Stripe, or Qualify.net) in checkout. Please note that the WePay Settings page is contained of the Payment Methods page. We practice suggest deactivating your previous payment method such as SmartEtailing Payments powered by Stripe or Authorize.internet after activating WePay. You'll nonetheless be able to consequence refunds back to the original payment method, even if they are non active.
Managing WePay Payments
Automatically Capturing and Voiding Authorizations
If yous select automated payment capture, WePay will automatically process payment for orders equally soon as the society is placed. You will not need to have additional steps to capture funds.
Manually Capturing and Voiding Authorizations
If manual capture way is enabled, you must take action on a payment authorization within 7 days to receive funds for orders. We recommend you capture payment before fulfilling products.
When you lot are using manual capture and have pending authorizations, you volition be alerted on login that you accept pending authorizations. You tin also find a written report of pending authorizations in the notification bell.
With manual capture mode enabled, y'all'll have two choices on the Guild Details view: Capture and Void.
Capture authorization
Capturing an potency means that yous want to capture either all or less than the lodge total. You will be charged fees on the captured amount. Yous can just capture in one case. If you lot cull to capture less than the full, there is no mode for you lot to come dorsum later and get the remainder. Y'all will not be able to capture more the guild total.
To capture a charge, press the Capture button. This will open up a dialogue where you tin can choose to capture the full amount or less than the full corporeality.
Void authorization
Voiding an potency means that you practice not wish to capture funds. This process is irreversible. You lot will non be charged fees on voided authorizations. To void an authorization, press the Void button and ostend your option on the next dialogue. (Your client will receive an email notification of the voided transaction).
Refunding Payments
To refund a payment, navigate to the Order Details screen and select the refund button in the deportment cavalcade of the Payments/Authorizations tabular array. Y'all can choose to refund the entire amount or issue a partial refund. You can issue multiple fractional refunds up to the order total. WePay fees are returned on total refunds. WePay fees are not returned on partial refunds. If multiple fractional refunds totaling the full corporeality, then fees are returned.
Your customers will be notified by email when a refund is issued.
WePay does not allow refunds for amounts below $one.00
Take chances Review
Some WePay payments may trigger a risk review. WePay'southward chance analysis team flags and reviews potentially suspicious transactions across their platform. If a payment has been selected for a risk review, an alert volition exist displayed on the Society Details screen warning yous of the payment status. Nosotros practise not recommend fulfilling orders that are pending risk review. One time the review has been completed, the status will modify.
Automatic Supplier Fulfillment
WePay tin be used in partnership with Automatic Supplier Fulfillment. A supplier fulfillment asking is simply triggered when a WePay payment is captured or is pending capture (see manual capture). We will non trigger a supplier fulfillment request if the payment is awaiting chance review. Automatic Supplier Fulfillment tin can likewise trigger the capture of an authorization once the supplier has confirmed they have received the order.
Managing Your Business concern
Reporting
WePay accounts have their own dashboard for reporting. Click your account dashboard button and you'll be prompted to login to WePay Merchant Heart. Enter the username and password you lot set at onboarding.
- Download a study by selecting Search Options in the Activity section of on the WePay Dashboard.
- Choose your engagement range and search.
- Use the Download icon in the upper correct of that section to export a file
User Accounts
As needed, you tin create additional user accounts for your staff through your WePay dashboard. All users volition have the same account access.
Payouts
WePay issues payouts daily. Hunt bank accounts are paid out all days of the calendar week including Saturday and Sunday.
WePay tin suspend payouts to your account for multiple reasons, including the need to provide additional documentation. Supporting documentation can be provided in the WePay Merchant Middle.
Disputes
In the event one of your payments is disputed past a cardholder, you'll receive email from WePay with the relevant details. Yous must login to your business relationship dashboard and answer to the dispute within 7 days. Observe more information on disputes here.
Back up
WePay payments is supported by SmartEtailing. For all questions and inquiries, please contact our back up team.
Processing Rates
| Service Rates | Processing Fee | Transaction Fee | Setup Fee | Monthly Fee |
| Professional | 3.ii% | $0.30 | $0 | $0 |
| All Other Packages | 3.5% | $0.30 | $0 | $0 |
Source: https://www.smartetailing.com/help/wepay-payments
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