Note: In order to link your WePay gateway with your event site, you must generate the WePay account from the software. WePay has integrated their account generation process into external software by design. We partner with WePay to provide our customers with access to their product, but our companies are not otherwise affiliated. All WePay gateway account(s) will be provided and managed by WePay exclusively.
WePay.com will only approve accounts for non-profit and for-profit business organizations based in the United States (with an EIN federal tax ID). WePay processes both US and Canadian transactions, but only for US-based accounts/ organizations.
If you have used WePay on a previous event site, you can migrate the settings from the same account OR create a new WePay account. If you use the same email address for each application, the gateways will all appear in a master account - providing clear reporting of revenue streams from each event.
Setting up your event site for a WePay gateway generates a TEMPORARY account which allows immediate credit card processing - but you must provide additional info on WePay.com promptly or your processing will be disabled!
Setting up the account will trigger an email from WePay with instructions for completing a simple application and providing bank account details for where the credit card revenue should be deposited.
If you do not use the link provided in the email to create your password within 14 days and/or submit the completed application to WePay.com within 30 days, your account will be disabled and any payments processed will be returned to the credit card holder!
WePay requires an email address and matching zip code in order to process transactions. The software will automatically add these fields to your ticket and registration forms if you haven't already done so. The zip code field will be displayed, but not automatically required (users will have to provide both in order to process a credit card). You may opt to require these fields for all users by editing your ticket field settings.
Zip codes must match the card's billing address and emails must be valid. WePay utilizes A.I. to scan for potentially fraudulent transactions and may retroactively cancel transactions using suspicious emails so be sure to instruct your team* to never enter "placeholder" emails in order to process a credit card.
*Past cancellations have almost exclusively resulted from staff/volunteers entering obviously invalid emails for unknown addresses when the buyer is not present to provide their email. Examples of flagged emails include firstname.lastname@example.org, email@example.com, or the same email associated with dozens of different names.
To create a WePay gateway, login to your event site
Go to: Site Settings > Customize Your Site > Payments/Credit Card > Setup Credit Card Gateway (requires Chair role)
Note: Use an organization email, if possible, to set up your WePay account. Be aware that transactions containing the same name/email for the buyer and account owner may fail to pass WePay's "fraud" filters.
WePay may ask for the non-profit IRS information, bank letter and/or the ID of the person who is controlling the account. If the name of the organization on the non-profit IRS paperwork and the bank account do not match, WePay will make the customer submit documents that show the structure of the organization. It can be very difficult to set up an account where the organization names do not match. (i.e. An organization may NOT accept money into their account on behalf of another organization.)
Finish setting up credit card processing on your event site
Go to Site Settings > Customize Your Site > Payments/Credit Card > Additional Credit Card Settings:
Wait! You're not done yet. In order to get your money from WePay - you must tell them where to send it. Be sure to retrieve the email from WePay within 14 days and complete your account setup within 30 days! You can preview the Wepay.com steps here.
Then, test with a live transaction. Note: Do not use the same email for the test transactions that you used to setup the WePay account - WePay's fraud filters are likely to reject these transactions as potential money laundering or unauthorized "withdrawals".