WePay is a secure payment processing website under Chase Manhattan Bank that enables easy online payments, eliminating the need to track a paper trail of check payments. All payments are automatically integrating with the groupable:m2 member database. With no setup costs and no monthly fees, WePay is the preferred payment processing partner of OurLodgePage.
The purpose of this article is to provide direction to expedite the resolution of any question or issue you are having with your WePay account.
OurLodgePage does not have insight into your WePay account credentials, but we at the OurLodgePage Support team are able to support you and work closely with WePay. Our Lodge Page can expedite any questions that you have about your WePay account. Our Lodge Page can determine whether your account is active, inactive, or awaiting verification. You can also contact WePay via their web form: WePay Customer Support. If you do not hear from WePay in a timely manner or need urgent assistance, your friendly OurLodgePage Support team can help expedite your request by email and by phone.
>>Note: For steps on setting up or configuring your WePay account ➞ See our WePay Configuration article located under the Settings section of our Help Center.
Covered in this Article:
- What are the fees associated with WePay?
- How do I set up my Organization's WePay Account?
- Why does WePay require personal info to verify my account?
- What information does WePay require to open an account?
- What is an EIN (Employer ID Number)?
- What is needed to verify my account and club affiliation?
- How can I get WePay Phone Support?
- How will using WePay affect my taxes?
- What do I do when my WePay Account Requires Action?
- How do I upload documents WePay says they need?
- Can more than one person have access to the account?
- How do I find out who the current account owner is?
- How do I reset my WePay account password?
- What should I do if a payment fails?
- How do I issue a refund?
- How do I update our bank account?
- How do I transfer ownership of my WePay account?
- I received an email asking for personal info to be updated, is this a scam?
- My WePay account was deleted, how do I get it reactivated?
- What does the "Reset Access Token" button mean?
- What are the WePay Club Terms of Service?
- Security Questions
What are the fees associated with WePay?
As mentioned above, there is no setup cost or monthly fees.
WePay charges credit card processing fees of 2.9% plus 30¢ per transaction.
This processing fee is either Surcharged to the member, or subtracted from the transaction before being transferred to your organization's bank account.
Our Lodge Page charges the payer a service charge or convenience fee that is detailed at the time of the transaction.
When your Organization's Merchant Account is set up, the default for credit card processing fees is Surcharging (Surcharging passes the credit card processing fee onto the member, ensuring your lodge receives the full dues amount). The member will pay the credit card processing fee where allowed.
The surcharge cannot be applied in the use of a debit card. Debit card processing fees are borne by the seller, and will be subtracted from the dues amount received.
You always have the option during configuration of WePay to take on this 2.9% plus 30¢ per transaction as the seller (chapter/club/lodge). If you do not wish to surcharge, please click Disable in the Dashboard > Dues > Surcharging.
If you wish to recoup Debit card processing fees, you can set up a suggested "Cover your debit card fees" into your registration.
How do I set up my Organization's WePay Account?
Why does WePay require personal info to verify an account?
WePay is a payment services provider and as such, is obligated to collect certain information from users to verify their identities in accordance with Section 326 of the Patriot Act, which requires WePay to confirm the identity of those withdrawing funds from the system as an online payment processor.
WePay also requires this information to confirm that you are authorized to act on behalf of the business. An example includes a screenshot of the Club/Chapter/Lodge Info page in groupable:m2 that includes your Lodge Entity information, as well as your name and title as Secretary or Assistant Secretary. This prevents unauthorized people from creating an account on behalf of your business.
Some other documentation of the relevant regulations:
- For more information ➞ See WePay's Account Verification article.
What information does WePay require to open an account?
When you open a WePay account on behalf of your organization (chapter/club/lodge), WePay requires both personal information and Organizational information.
WePay/Chase Manhattan Bank will ask for your SSN and date of birth in addition to the business name (IRS Entity Name) and EIN (Employer ID Number).
Even when you have a record of your EIN and your Organization Name, the Administrator MUST look up the IRS EIN and Organization Name from groupable:m2 or refer to Charity Navigator before creating the Organization's WePay Account.
What is an EIN (Employer ID Number)? What is the Name of my Organization?
An Employer Identification Number (EIN) is a Federal Tax Identification Number used to identify a business.
Your EIN is found on the IRS EIN Determination Letter which was filed with the IRS to legally form your business or organization. If you did not file with the IRS, this may have been filed by your chartering body or by a prior secretary. Groupable:m2 usually holds a record of your Tax ID under Chapter/Club/Lodge Info.
The name of your organization is the name that matches the IRS EIN Determination Letter. This is usually the name of your parent organization/chartering entity, NOT the name of your local chapter/club/lodge.
For more information ➞ See WePay Merchant Account: EIN and Entity Name article.
For more information ➞ See WePay's Tax Identification Number (TIN) verification article.
What is needed to verify my account?
WePay has an extensive Know Your Customer (KYC) policy, for the safety and security of its account holders. Your EIN and Entity Name must match as filed with the IRS and found on the IRS EIN Determination Letter.
For more information ➞ Read this Online Payments: WePay Merchant Account Setup Requirements before creating your account, and when WePay/Chase-Manhattan Bank requires additional verification.
How can I get WePay Phone Support?
WePay provides email support through https://support.wepay.com. WePay Support response time varies for users but can take over 24 hours for an initial reply, so we encourage you to reach out to Our Lodge Page Support with any WePay concerns to expedite resolution. Our team usually receives a response within a few hours and can provide successful resolution much faster than you reaching out to WePay alone.
To request a call from Our Lodge Page, open a ticket with Groupable:m2 / Our Lodge Page.
In your ticket request, be sure to provide details including your parent organization, your first and last name, your local club/chapter/lodge name and/or number, your role, and your specific WePay Account issues. Our Lodge Page Support can then speak with you by phone if needed, and guide you through any questions and concerns you have, as well as get any information on your behalf from WePay.
How will using WePay affect my taxes?
Using WePay does not usually affect your taxes. WePay helps you organize your payments and under certain circumstances will issue you Form 1099-K, a requirement from the IRS. When you are acting on behalf of a corporation or other organization with an Employer Identification Number (“EIN”), WePay will use the EIN for any required tax reporting. All payments are also tracked in groupable:m2 where you will have the information for any annual filing requirements.
For more information ➞ See WePay's How will using WePay affect my taxes? article.
What do I do when my WePay Account Requires Action?
Log in to WePay and identify what action is required.
If you have been asked to "provide proof of your organization name" please look up your IRS Entity Name and confirm that your EIN was entered correctly.
GO TO THE SOURCE: look up the EIN number in groupable:m2 > Info. If you see the IRS Entity Name listed, please USE THAT NAME.
If you do not see the IRS Entity Name listed in groupable:m2 > Info, use the EIN number from groupable:m2 to look up the IRS Entity Name in Charity Navigator.
Log in to WePay and use this VERIFIED EIN and IRS Entity Name to update your WePay Account information.
If this updated EIN and IRS Entity Name do not resolve the action required for your WePay Account, or if you are unable to enter your updated Organization Information when logged in,
Forward any WePay emails to firstname.lastname@example.org. Provide your WePay Account ID, Your first and last name and role (Secretary, Assistant Secretary, Master on behalf of Secretary, etc), lodge name and number, and jurisdiction.
For more information ➞ See Our Lodge Page's WePay Account Requires Action article.
How do I upload documents WePay says they need?
WePay will send an email letting you know what other information is needed. When you are logged in to your WePay account, you can upload documents directly to WePay, see the status of the information you've sent, and see if other information is needed.
If you have any questions about the requested documentation, or have other questions about what is required for verification, please email groupable:m2 / Our Lodge Page Support so that we can promptly assist you.
For more information ➞ See WePay's Document Upload Process article.
What should I do if a payment fails?
If you receive notification that a payment made to your WePay account has failed, or you cannot accept payment on a payment from within your OurLodgePage registrations, this means WePay was unable to fully process the transaction. This can happen for a variety of reasons.
*Please note a minimum payment of $10 for a payment to be processed*
For more information and steps to take ➞ See our WePay Payment Issues article.
Can more than one person have access to the account?
Only one person can be listed as the account owner with edit capabilities, but you can have additional "moderators" assigned. These people will have read access to the account, and will receive OLP/WePay receipt emails and electronic deposit notifications, as well as the ability to log in directly to view payment history.
Submit a ticket with WePay Customer Support to provide emails for anyone that should be a moderator.
How do I find out who the current account owner is?
For the security of your WePay account, OurLodgePage does not store your login credentials. If unsure of who the last account owner was, reach out to WePay Customer Support oremail groupable:m2 / Our Lodge Page Support for assistance.
Include your WePay account# in the support ticket. This is found on your WePay Configuration page within your OurLodgePage site (Dashboard > Merchant Account).
How do I reset my WePay account password?
If you know the email associated with your WePay account, you can reset the password on the account. If you do not know the email associated with this WePay account, your friendly OurLodgePage Support team can help.
For instructions ➞ See WePay's How do I reset my password? article.
How do I issue a refund?
➞ See our WePay Refunds article for detailed steps on issuing full and partial refunds.
How do I update our bank account?
If you click on the Account Id on your Dashboard > Merchant Account page (or go to https://www.wepay.com/login) and login to your WePay account, you should be able to update this information under your WePay Settings > Bank Account page.
How do I transfer ownership of my WePay account?
When your WePay administrator has changed, you'll need to update your WePay account with the contact information for the new admin. The current WePay admin can make the switch as part of their transition, or the new admin can request the update.
Another suggestion is to have the secretary be the person who sets this up and to use a generic email address (email@example.com, for example) as the email address so it is easily transitioned to a new person.
If you have only one WePay Merchant Account per email, you can transfer ownership of the Organization's WePay Merchant Account to another person.
If you have more than one WePay Merchant Account under one email login, an individual WePay Merchant Account cannot be transferred to another administrator. In this case, the new administrator must notify Our Lodge Page asking for the current Merchant Account to be unlinked in OLP, and the new administrator can create a new WePay Merchant Account.
➞ See our Transferring WePay Account Ownership article for details.
I received an email asking for personal or bank info to be updated, is this a scam?
See WePay Merchant Account: Documents and Data Needed for more information!
We can assure you this is a legitimate request from WePay, not a scam. WePay needs to do as part of their Know Your Customer (KYC) requirements as a banking organization. (For more info - https://en.wikipedia.org/wiki/Customer_Identification_Program).
Any time you receive an email from WePay requesting more information, you can verify this by logging into your WePay account where you should see a notification banner at the top of the screen. The account creator (usually the Secretary) would most likely handle these requests. WePay will deactivate accounts that do not respond by a deadline, so do not disregard these requests.
To ensure you are logging into the correct account, we recommend doing so via your OLP site (Dashboard > Merchant Account > Login), but you may also go directly to http://wepay.com/login.
If you are unsure of your login or have questions regarding their requests, Submit a ticket with WePay Customer Support AND with groupable:m2 / Our Lodge Page Support. (OLP can greatly speed communication and expedite the resolution of any questions you have)
For more information ➞ See WePay Merchant Account: Documents and Data Needed.
My WePay account was permanently disabled or deleted, how do I get it reactivated?
This is likely due to WePay being unable to verify your Merchant Account based on Federal anti-money laundering regulations.
If you see a screen within OurLodgePage (Dashboard > Merchant Account) stating that your account has been disabled, your WePay account has been deleted and you will need to go through the setup steps again.
Contact Our Lodge Page with a Help Request promptly, and we will reset your account so that you will be able to create your new account quickly.
For more information ➞ See our WePay Configuration article for step-by-step instructions.
>>Note: If you are unsure why your account has been deleted, submit a ticket with WePay Customer Support, but we suggest doing this in conjunction with taking the steps listed above to setup a new WePay account, so this process can be in progress while waiting on a reply from WePay.
What does the "Reconnect with WePay" button mean?
There are times when the link between OurLodgePage and WePay can be interrupted, which would cause this Reconnect with WePay button to display as a call to action for relinking. This is unusual but likely due to updating credentials on the WePay side, or in the case above where the account has been deleted.
In the case of a password change, to relink the accounts click on the button and login in to your WePay account. If your account has been deleted, contact Our Lodge Page with a Help Ticket and see instructions above to remedy this situation.
What are the WePay Club Terms of Service?
See the following ➞ OLP: WePay Club Terms of Service
1. Does my local group have to deal with sensitive credit card information or paperwork?
All credit card information is entered by the member directly, and the local group never sees the card number. No credit card information is visible to the local group.
2. How do we assure our members that their credit card information is held securely?
Please refer to WePay Security for any questions. Both Our Lodge Page and WePay are PCI Compliant to protect your sensitive data.
3. How does the transfer of funds to our local group occur?
The Account Administrator sets up the local group's bank routing number and account number in WePay, and payments will be electronically deposited on a daily basis.
4. Who handles contested charges or fraud?
To date with over $1 million dollars processed in dues and donations, we have had one reversed charge due to a member error. The Account Administrator can always contact WePay or Groupable with any questions or concerns for resolution.