Zoho Inventory

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Guide layout:

Why go for Wepay

WePay is an online payment service provider whose integration with Zoho Inventory 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

Things to remember

Setting up WePay

Setup :

Setup flow

To setup WePay from Zoho Inventory,

Initiate the integration

1. Navigate to the Integrations > Payments. Now, click on the Create your account 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. Learn more about users

select email address

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

Confirmation popup

Verify your email address

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 Integrations > Payments > 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 Inventory password.

Set password

Add business information

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

WePay business information profile

WePay business information profile

Add bank information

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.

Bank account details

Note: When you setup the integration, the fields mentioned above will be shared with WePay.

Have a WePay account already?

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

1) Add the email address as an Admin User. Click here to learn how to add an Admin User? (If the email address is already an Admin User skip to the second step)

2) After adding, select the email address in the WePay setup popup from the drop-down list.

3) Click on the verification link sent to the email address and fill in the business and bank account details form and click on Associate Bank Account.

Select email address

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 WePay

Other actions

To edit your WePay profile or to view transaction history,

Manage account