WePay - Zoho Billing Integration

WePay is an online payment service provider whose integration with Zoho Billing allows you to receive payments directly to your bank account. Some striking features of WePay’s integration include:

1) Have your merchant account created in minutes

2) Low processing fee

3) No setup fee

4) No hidden charges

5) Auto-charge feature

WePay Integration - Overview

Things to remember

Setting up WePay

To set up WePay,

1. Navigate to Gear icon > Online Payments. Now, click on the Try WePay button under WePay to get started.

Email me Steps

2. To signup, select the email address from the drop-down with which you want to create the WePay account with and click on Confirm.

Note: Only the Admin Users’ email addresses will be displayed in the drop-down. How to add an Admin User?

Select Email Address

3. You’ve now successfully initiated the WePay setup process.

Confirmation popup

4. Now, login to the selected email account and click on the email with the subject WePay - Activate your account. In the email, click on the Proceed button to validate your account and you’ll be redirected to WePay to finish the setup.

If you do not receive the confirmation message within a few minutes, kindly check your Spam folder just in case the confirmation email got delivered there instead of your inbox. You can resend the verification email under More Settings -> Integrations -> WePay.

Email confirm button

6. In the login page, enter a password for your WePay account and click on Grant Access.

Note: The password entered here is independent from your Zoho Billing password.

Set Password

7. In the next screen, fill in your personal and business details and click on Save & Next.

After this step, you can start accepting payments.

WePay business information profile

8. Enter the bank account details to which the payments are to be transferred and click on Associate Bank Account to complete your WePay setup.

When you setup this integration, your WePay credentials, along with your business information, personal details and Bank Account information that is required during the setup will be shared with WePay.

Have a WePay account already?

If you’re trying to use the email address which is already associated with WePay, follow the steps below:

How to connect my bank account if I skipped it the first time?

If you’ve started the setup process but you’ve skipped entering your bank account details, you can very well add it later. To do so,

Link Bank Account

Other Actions

To edit your WePay profile or to view transaction history,

Manage Account

Transaction Charges

The online transaction fees will depend upon the charges specified by WePay.

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