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Your WePay Account
Hannah avatar
Written by Hannah
Updated over a week ago

If you're using a WePay as your payment processor, you'll see 5 tabs when you login - Dashboard , Development, Merchants, Reporting and Settings. 

You can log in to that account anytime. 


The dashboard will have an overview of your recent activity. The last settlement, last transaction, and next settlement will display on the dashboard. 




REWRITE The reporting page will have a list of your payments, transactions and accounts. You can download a CSV report of the activity from the corresponding tabs. 


REWRITE The settings page will have an overview of the verified account information, the settlement details (bank information) provided, members on the account, and account alerts. 

Note: You can update the bank information on file under the Settlement Details tab. 


The security page will have the email and password on file for the account, the option to add additional verification, and the verification details needed (if applicable). 

If there is any action needed, it will be notated with blue banner messages at the top of the page. 

If you're not seeing the desired information listed, try toggling accounts in the top, right corner. 

Any gateway under the same email will be linked. 

FAQs - 

How can I update the name that appears on my Registrant's bank statements? 

By default, it will pull in the WPY*(Organization Name). It will list the Organization name you provided at verification. 

However, you can request to update it to something else by using this form to contact WePay directly. 

WePay Overview on Settlements (Deposits)

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