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How do I manage my WePay account?

FreshBooks Payments is powered by WePay. All your transactional details can be found inside your WePay account, and you can access your account anytime by logging into WePay here.

 

Bank Account

Only one bank account can be added in a WePay account (and it must be in the same currency as your account type - USD or CAD). You can update your bank account with these steps:

  1. Log into your WePay account here
  2. Click on Settings
  3. Click on the Settlement Details sub-tab
  4. Click on the Change button next to Bank & Account
  5. Change_Bank

  6. Update with your new bank details and click Add Bank to finish.

 

Transfer Period

The Transfer Period is the withdrawal frequency that determines how often a withdrawal is made from your WePay balance to your bank account. The shorter the transfer period, the quicker you receive your funds. You can choose from daily, weekly, or monthly.

To update your frequency, use these steps:

  1. Log into your WePay account here
  2. Click on Settings
  3. Click on the Settlement Details sub-tab
  4. Click on the Change button next to Transfer Period
  5. Change_Transfer_Period

  6. Choose your new Transfer Period and click Submit to finish.

 

Reconciliation Reports

You can download either of these two reports directly from your WePay dashboard under the Reporting tab:

  • Payments Report - This shows all transactions that enters or exits your WePay account (payments, refunds, credits).
  • Settlements Report - This report lists all transactions that are grouped together in each settlement. These settlements also include information on when the total settlement amount was sent to your bank.

 

Looking for more information on FreshBooks Payments by WePay? Check out other articles here.