How to Set Up WePay

Last Updated: Oct 26, 2018 04:41PM PDT

Now that your Classy account is created, it’s time to activate your payment processor to collect donations. This support article will explain how to set up and connect the WePay payment processor to your Classy account.

Note: This guide is for Classy accounts that have already been activated—if you have a paid subscription, your account has been activated. If you have not activated your account yet, please visit our activation guide.

1. Activate Your WePay Account

To activate your WePay account, please go to https://www.classy.org/npo/wepay. If you are a domain masked client, you will want to use your domain masked portal instead of Classy ex: https://fundraise.educationfund.org/npo/wepay.

Click Authorize to open a WePay account screen. You can either create a new WePay account or attach existing one by clicking Log In. This will grant Classy access to WePay.

If you are signing up for a WePay account, it will autofill the name and email of the individual who signed up for the Classy account. Please change this to the name and email of the individual at your organization who will be managing the WePay account.

This name and email will be the primary owner of the WePay account, which gives them full administrative privileges for the account. Other admins can be added on at a later time if needed. If this primary email is already used by another Merchant (ex: GoFundMe) you can either use a different email address or contact the Classy Care team to use the same email address.

When you are finished, you will be redirected to the Campaigns tab of the Classy Manager.

2. Open the WePay Trust Center

At this point, your WePay account has been activated and is ready to accept donations. However, you will need to visit the WePay Trust Center to verify your identity and link your bank account. To open the WePay Trust Center, visit https://www.wepay.com/login. Log in with the information you used for the previous step.  

These steps are required to transfer collected money into your bank account. You must complete both steps within the first 30 days of activating your Classy account. If you do not complete both steps within 30 days of activation, any donations you have collected during that time will be refunded.

3. Verify Your Information 

On your WePay dashboard, select Update your personal information.

By law, WePay is required by the US Department of Treasury and US Department of Justice to collect and verify certain information about their customers. Please create your account as an Organization type. Next, you will enter your organization's information as well as your own.

When verifying your account, you will be asked to enter the last 4 digits of your Social Security number. WePay needs to verify your individual identity and confirm that you are authorized to act on behalf of your organization. With this information, they may also be able to increase your maximum transaction limit, and withdrawals and help with any disputes that are charged against your account. For more information about why WePay requires your Social Security Number, please click here.



4. Link a Bank Account

The last step is to add your banking information—you're almost there!

Select whether you'd like to receive your funds by bank transfer or check. 



Enter the routing information for the bank account where you would like WePay to deposit your donations. Here, you can also select the frequency with which you wish to receive your payments: you can choose Daily, Weekly, or Monthly. WePay completes their bank transfers through ACH Payments. If your bank account provides different routing numbers for different transfer methods, please keep this in mind.



Please note that this is a mandatory step in setting up your WePay account. WePay's Trust Center allows you to confirm your identity and provide more information about your organization. WePay uses this information to better understand how you are using WePay to set more appropriate reserves for your account. With this information, they may also be able to increase your maximum transaction limit and help with any dispute that is charged against your account. 


If you need any additional information about setting up your WePay account, please feel free to reach out to our Support Team.