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Getting Started with VatPay Payments | VatPay - WePay Integration

Getting Started with VatPay Payments | WePay Integration
  • May 10th, 2021

​ At VatPay, we understand the struggles that comes with running a business. That’s why we’ve created the world’s easiest, most intuitive all-in-one online billing, invoicing and recurring payment system to meet the needs of our small business owners.

VatPay has partnered with WePay (a Chase Bank company) to bring you the fastest, most convenient and cheapest online payments processing platform. Our new payment gateway is guaranteed to grow your business by at least 40% through lower credit card and eCheck processing fees and enhanced productivity tools.

In this article we will show you how to enable VatPay Payments. We will also show you how to complete your account set up and get your funds deposited into your bank account (including same-day deposits).

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To enable VatPay Payments,

  • Login to your VatPay Account or Sign up for VatPay for free.
  • From Dashboard, click the "Complete Setup" button as shown in screenshot below. Alternatively, you can click the Accept Payments button at the bottom left corner of the screen in your VatPay Account.
  • VatPay Enable Payment Dashboard
  • Next, click the Enable button to enable VatPay Payments.
  • VatPay Enable Payment page
  • A popup will appear as shown below. Click the ‘Enable Payments’ button from the popup. An email notification will be sent to the primary VatPay’s account holder’s email address.
  • Enable VatPay Popup
  • Please confirm that VatPay Payments has been enabled by returning to VatPay Payments page.
  • VatPay Payments Enabled Successfully
  • After enabling payments, you will get an email from WePay similar to the email from screenshot above.
  • VatPay-WePay email confirm
  • After enabling payments, you will get an email from WePay as shown below.
  • Setting up your WePay account

  • When you click the "Enable Payments" button in VatPay Settings, you should have received an email from WePay ( asking you to confirm your account.
  • Open this email and click the “Confirm” button as shown above.
  • This will take you to WePay's website for you to create a password for your WePay account. Enter an acceptable password, check the box to accept WePay’s terms & conditions, and click "Grant Access".
  • WePay Payment Portal Setup

  • You will be taken to the next step in the onboarding process.
  • VatPay-WePay KYC
  • 1. Account Details

    • Choose your Entity Type (Sole proprietor, Business, Nonprofit, Government)
    • Specify the legal structure of your business (Corporation, LLC, Partnership)
    • Choose an Industry Category and then an Industry Type

  • VatPay-WePay KYC Account details
  • 2. Business Details

    • Name of your business and business EIN
    • Business website
    • Business description
    • Business address

  • VatPay-WePay KYC Business details
  • 3. Controller Details A controller is a single individual with significant responsibility to control, manage, or direct a legal entity customer, including an executive officer or senior manager (e.g., a Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, or Treasurer); or any other individual who regularly performs similar functions (i.e., the control prong). This list of positions is illustrative, not exclusive, as there is significant diversity in how legal entities are structured.

    • First Name, Middle Name (optional), Last Name
    • Job Title
    • Address
    • City, State, Zip Code
    • Phone Number, Date of Birth
    • Social Security Number (last 4 digits for verification)

  • VatPay-WePay KYC Controller details
  • 4. Business Owner(s)

    • Do you own 25% or more of the business?
    • Add more people who own 25% or more of your business

  • Submit

    Once you're done, click "Submit" at the bottom. WePay will now verify your information and forward you to add your settlement bank information. You'll also get an email notification from WePay confirming that your new bank account was added.

  • Update your settlement bank information

    Here, you will add the settlement details for you to withdraw funds from your WePay account into your bank account.

    You will need the following information:

    • Routing Number
    • Account Number
    • Bank Name
    • Account Type (Checking/Savings)
    • How often you would like WePay to send your money (Daily, Weekly, etc)

  • VatPay-WePay KYC Bank details
  • Submit (Add Bank)

    Once you're done, click "Add Bank" at the bottom of the page. WePay will save your bank information and take you to their portal's home page.

  • Accepting payments

  • Accepting payments is as simple as sending your VatPay invoice to your customer, just like always.

    That's because all invoices that you send now will include a credit payment screen and a large green pay button for your customers to click and perform an electronic credit card payment:

  • VatPay Credit Card Payments
  • Alternatively, customers can also choose how much they want to pay today and then choose the "Use Bank" option to pay via E-Check. When they click on the ‘Use Bank’ button, this will open a popup where they can then sign into their bank account.

    All they need to do is select "Continue":

  • VatPay Plaid
  • Next they will either use the quick select buttons or search the name of their Bank using the search bar at the top of the popup as shown below:

  • VatPay Plaid Chase
  • They enter their username/email and password for their bank account and click "Continue".

  • VatPay Plaid 3
  • Next, they will be prompted to select an account and click "Continue".

  • VatPay Plaid 4
  • Finally, your customers will be asked to enter their full name and email address as shown below. Once they enter their name and email, they will click the "Authorize Account" button to pay by bank account.

  • VatPay Plaid 5
  • Once payment is completed successfully, they will get the following notification at the top of their screen.

  • VatPay Payment Notification
  • And that's it. You are now all setup to collect both credit card and eCheck payments. Visit VatPay Payments page to view our credit card and eCheck transaction rates. You can get same-day funds deposited into your bank account as well with VatPay payments. Once the funds are cleared, if you have a Chase Bank account, we will deposit your funds on the exact same day. Funds will arrive within 1-2 business days if using any other major banks. With VatPay Payments powered by WePay, we've taken the power from the Big Banks and given it back to you.