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How do I setup WePay with Pointman?

**NOTE**  You can register for WePay through Pointman, however a member from the Pointman team will need to "turn the account on" before you can process any credit cards through Pointman.

To register for WePay:

  • Log into https://app.pointman.com/
  • Click the "gear" icon (Configuration) at the bottom of the main menu along the left-hand side.
  • Under General, click the Payment Processing option
  • Enter your First and Last name along with your Email address.  Check the box stating that you agree to the listed Terms and Conditions, and then click the Enrollbutton in the lower right-hand corner.
  • When you click Enroll, you will see the following screen.  Here you will want to fill in your Account Name and the Account Description.  The Account Name is what will appear on your customer's bank statements (you cannot have the words, "WePay" in this field anywhere).  The Account Description is just simply another field you can use to distinguish your company (i.e. if you'll be having 2 separate bank accounts for the heating side of your business and your electrical side.  You might put in there "John Doe's Services - Heating")  When finished, click Add Account.
  • You will then receive an email (to the address that you entered on the initial Payment Processing screen) to set your account password.  If you do not receive an email, you can click the Resend Confirmation Email button to trigger a second email to be sent.
  • In the email you receive, you will be prompted to set your WePay account password.  Your email address will be your username.  Check the box agreeing to the Terms and Conditions and then click Grant Access.
  • You will then be brought to a screen where you will enter in your company's information.  To see what business information you will need to complete the account setup, click HERE.  
  • Enter in the details for your business followed by your personal information.  WePay requires your personal information to verify that you are an authorized representative of your company.  When you're finished, review the information and click Submit
  • After clicking submit you'll be prompted to enter in your company's bank account information.  Fill in the required fields and click Add Bank.
  • After adding your bank account information, the WePay account registration process is complete.  In Pointman, on the Payment Processing screen you will see that your account is linked.
  • If you need to change your Account Name or Account Description, you can do so by clicking the Edit Account button.

 

**NOTE**  You can register for WePay through Pointman, however a member from the Pointman team will need to "turn the account on" before you can process any credit cards through Pointman.

If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

Chat with us!

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