Explore Merchant Center

The WePay Merchant Center is hosted by us and includes the following features for merchants.

Customize Branding

Customized branding can be accomplished via the Partner Center. Find more information here.

A demonstration of custom Merchant Center branding set from the Partner Center.

Onboard

Merchants who onboard to the WePay Merchant Center will complete onboarding tasks there.

Resolve Errant Fields

During onboarding, we may determine that one or more KYC values submitted by a merchant were incorrect and consequently clear out the value(s). Merchants who are required to re-enter errant KYC information will be prompted with an option to do so in the Merchant Center. The errant fields will be highlighted for the merchant, and all other KYC fields will be non-editable.

A demonstration of WePay's Merchant Center when there are errant KYC fields.

Verify KYC

During onboarding, we may require supporting documentation to verify a merchant. When this happens, merchants will receive an email and will see a banner when they log in to the Merchant Center.

A demonstration of WePay's Merchant Center when there is an identity verification upload request for the merchant to complete.

When the merchant clicks the banner, the document upload screen will load. This page will provide guidance to the merchant regarding what kind of documents to provide.

A demonstration of WePay's Merchant Center document upload screen.

Merchants can return to the support tab of the Merchant Center to check the status of the documents they uploaded.

Manage Settings

Modify Public Information

Merchants have the ability to change the Business Name and Contact Number that appears on the payer's card/bank statements. The first time a merchant accesses the Merchant Center, a modal will load showing the merchant how to change these details from the Public Information section of their settings tab.

A demonstration of WePay's Merchant Center onboarding call to action.

The modal will then allow the merchant to modify the information that will show up on their payer's statements.

A demonstration of WePay's Merchant Center onboarding call to action.

Merchants can always navigate back to the settings tab of Merchant Center to update this information.

A demonstration of WePay's Merchant Center onboarding call to action.

Update Settlement Options

Merchants can change their settlement bank account and funding period from the Settlement Options section of the settings tab in Merchant Center.

A demonstration of WePay's Merchant Center settlement options section of the settings page.

By clicking the edit button, the merchant will be able to add details for a new settlement bank.

A demonstration of WePay's Merchant Center page to add a new payout method.

Access Reporting

All reporting is available from the landing page of the WePay Merchant Center. Reporting features include:

• Metrics
• Activity Table

A demonstration of WePay's Merchant Center landing page with reporting features.

View Metrics

There are 4 time periods available for selection - Today, Yesterday, Last 7 Days, and Last 30 Days and each metric shows the total for the activity in that selected time period. Default time period - Today.

The following metrics are available across time periods:

• All Transactions
• Total Sales
  • Calculated as (Gross of Sales) - (Refunds) in the selected time period
• Adjustments and Fees
  • Calculated as Total of any adjustments and fees in the selected time period
• Disputes
  • Calculated as Gross total of disputed sales in the selected time period
• Deposited
  • Calculated as Total of deposits in the selected time period
• To Be Deposited
  • Tentative amount that merchant can expect to get in the next deposit
  • It is independent of time period selected
  • Provides break up of how the total is formed from activity of previous day after cut-off and activity of today before cut-off

A demonstration of WePay's Merchant Center reporting metrics.

View Activity Table

By default, the activity table below the merchant's metrics will display all account activity, ordered by date newest to oldest. Merchants can get other reporting and reconciliation information on the Activity Table by selecting the type of report they would like to see:

The available report types include all activity, total sales, deposited amount, disputes, fees, and payment methods

For instance, all of a merchant's activity may look something like this:

A demonstration of WePay's Activity Table in the Merchant Center.

View Card Present Activity By Device

Merchants who process Card Present transactions will be able to find device information per transaction.

A demonstration of WePay's Merchant Center Card Present transaction information.

Likewise, merchants can filter their activity log by Card Present device.

A demonstration of WePay's Merchant Center device filter of the activity log.

View Merchant IC+ Billing Statements

Merchants who are on Merchant IC+ pricing can get their monthly billing statements from the Merchant Center by filtering the activity type.

A demonstration of WePay's Merchant Center billing statement filter.

From there, merchants can see that statement's break down of each card network's fees.

A demonstration of WePay's Merchant Center card network fees statement.

Report A Problem

Merchants have the ability to report a problem with a given transaction from the Activity table. Work with your WePay integration team to configure the inbox where the form will send reports.

A demonstration of WePay's Merchant Center Report A Problem button.

The Report A Problem pop up will then allow the merchant to describe the problem with the transaction and provide any documentation on the issue.

A demonstration of WePay's Merchant Center Report A Problem button.

Once submitted, a confirmation pop up will let the merchant know that their report has been submitted, confirm the merchant's email address on file that support will follow up with, and notify the merchant of support's response service-level agreement.

Manage Disputes

All new disputes will be shown with a red exclamation mark prompting the merchant to take action. The status will be set to “Open - Awaiting your response.”

A demonstration of WePay's Merchant Center dispute call to action.

Clicking into a dispute will provide more information about that dispute. Below the dispute information will be two buttons to either Concede or Challenge the dispute.

A demonstration of WePay's Merchant Center dispute details.

If a merchant would like to challenge the dispute, they will click the “Challenge” button. The resulting pop up will explain what a dispute is, as well as the different forms of documentation they can provide in order for us to fight the dispute on their behalf. The merchant will also be able to provide context on what the payment was for, as well as an explanation as to why they would like to challenge the dispute.

A demonstration of WePay's Merchant Center interface to challenge a dispute.

After challenging a dispute, the status will change to “Pending - Awaiting Support Review.” There will also be a message shown saying “It will take between 5-10 business days from Contested on date for the full review to be complete. Please wait until then to contact support regarding this Dispute.”

Issue Refunds

If a merchant would like to refund a payment, they can click on the transaction. Underneath the payment information will be an “Issue Refund” button that the merchant can select to initiate the refund.

A demonstration of WePay's Merchant Center button to issue a refund.

The merchant will need to confirm the refund by selecting the “Yes, Issue refund” button because once a refund has begun to process it cannot be reversed.

A demonstration of WePay's Merchant Center refund confirmation.

After the merchant has completed issuing the refund, a message, “Refund has been issued,” will replace the "Issue Refund" button underneath the transaction details.