Overview
Getting paid should be the easiest part of running your event business. Wedy Pro includes built-in payment processing that lets you accept credit card and bank transfer payments directly through your invoices, proposals, and contracts — without juggling a separate payment platform or chasing paper checks.
To start accepting payments, connect your bank account through Wedy Pro's Payments page. The setup process creates a secure payment account, verifies your identity, and links your bank for payouts. Once complete, every invoice and proposal includes a payment page where clients can pay instantly.
This is one of the five core setup steps in Wedy Pro — and arguably the most important. Until your bank account is connected, you cannot collect payments through documents or marketplace bookings.
Setup time: 5–10 minutes (you will need your business details and bank account information handy)
Why set up payments on Wedy Pro
Payment integration connects your documents, marketplace listings, and client management into a seamless revenue pipeline. Here is what you gain by connecting your bank account:
Accept payments through documents. Invoices, proposals, and contracts include built-in payment pages. Clients pay directly — no third-party app, no manual follow-up.
Get paid from marketplace bookings. When clients book you through the Wedy App marketplace, payments flow through your connected account automatically.
Track revenue in one place. The Payments section gives you a full financial dashboard — revenue overview, payment history, payout details, and tax documents.
Offer flexible payment options. Clients can pay by credit card or bank transfer. This flexibility means fewer excuses for late payments and faster booking confirmations.
Automated payment schedules. Pair payments with milestone-based invoice schedules — deposits, progress payments, and final balances — so payments collect automatically on agreed dates.
Before you begin: complete your profile first
Wedy Pro requires a completed business profile before you can set up payments. Your profile information — business name, address, contact details, and business category — is used during the payment verification process.
If you navigate to Payments before completing your profile, you will see an alert that reads Profile Setup Required with a message explaining that your business profile must be completed first. Click Complete Profile Setup to return to the onboarding flow, then come back to Payments once your profile is finished.
If you have already completed your vendor profile, you can proceed directly to connecting your bank account.
How to connect your bank account
Navigate to the Payments page and complete the embedded onboarding form. The entire process happens within Wedy Pro — you do not need to visit an external website.
Click Payments in the sidebar. This opens the Payments page with the heading Payments & Payouts.
Click Connect Bank Account. Wedy Pro creates your payment account automatically in the background.
An embedded onboarding form appears on the page. Fill in the required information:
Business details — Your business name, address, business type (sole proprietor, LLC, corporation, etc.), and industry.
Personal details — Your legal name, date of birth, and the last four digits of your Social Security Number (SSN) or your full Employer Identification Number (EIN) for business verification.
Bank account — Your routing number and account number for the bank account where you want to receive payouts.
Review the information you entered and submit the form.
Wedy Pro verifies your details. In most cases, verification is instant. If additional review is needed, you will be notified and can check back on the Payments page for status updates.
Once verification is complete, the Payments page transforms into your full financial dashboard with tabs for Financials, Payments, Payouts, and Documents.
If you need to step away during setup, your progress is saved automatically. Return to the Payments page at any time to continue where you left off.
What you need for payment setup
Have the following information ready before you begin. This ensures you can complete the setup in one sitting without hunting for documents:
Legal business name — Exactly as it appears on your tax returns or business registration.
Business address — The physical address of your business (P.O. boxes are not accepted for verification).
Business type — Sole proprietor, single-member LLC, multi-member LLC, corporation, or partnership.
Tax identification — Your SSN (for sole proprietors) or EIN (for LLCs and corporations). This is used solely for tax reporting and identity verification.
Bank routing and account numbers — Found on a voided check or in your bank's online portal. This is the account where client payments will be deposited.
Date of birth — For identity verification of the business owner or representative.
After setup: your Payments dashboard
Once your bank account is connected and verified, the Payments page becomes your financial command center. Four tabs give you full visibility into your money:
Financials — Your revenue overview at a glance. Track total revenue, see due and overdue payments, and review completed payments. You can customize which financial widgets appear by clicking the Customize button in the top-right corner of the page.
Payments — A detailed list of every transaction from your clients. See payment amounts, dates, statuses, and which invoice or document each payment is connected to.
Payouts — Track when funds are deposited into your bank account. View your payout history, see scheduled payouts, and manage your payout settings including payout frequency.
Documents — Access tax documents and payment-related paperwork. Your 1099 forms and other tax documents appear here at the end of the year.
Each tab gives you a different lens into your finances so you always know where your money stands.
You may also notice an Access Legacy Dashboard button on the Payments page. This opens a detailed view of your payment processing account with additional account management options. For day-to-day use, the Wedy Pro dashboard tabs provide everything you need — but the legacy dashboard is there if you ever need to access advanced account settings directly.
Test your payment setup
After completing your payment setup, it is a good idea to verify that everything is working correctly before sending your first real invoice to a client. Create a test invoice in Wedy Pro with a small amount, send it to yourself or a trusted colleague, and complete the payment. Once the payment processes successfully, check the Payments tab to confirm it appears in your transaction history, and then check the Payouts tab to verify the payout is scheduled to your connected bank account. This quick test gives you confidence that your clients will have a seamless payment experience from day one.
How payments work with your documents
Once payments are set up, the real power shows up in your client documents. Here is how the payment flow works from your client's perspective:
You create an invoice (or proposal with payment) in Wedy Pro and set the amount, payment schedule, and accepted payment methods.
You send the document to your client. The email comes from your connected email address — branded and professional.
Your client opens the document and sees a payment page with the amount due, payment schedule, and a secure form to enter their credit card or bank details.
The client submits payment. Funds are processed and deposited into your connected bank account according to the payout schedule.
You receive a notification in Wedy Pro, and the payment status updates automatically in both the document and the Project's Financials tab.
For event vendors managing multiple weddings and events simultaneously, this removes the back-and-forth of "Did you receive my check?" and "Can you resend the invoice?" — everything happens in one place with automatic tracking.
For example, a wedding photographer might set up a 3-payment schedule on a single invoice — a 25% retainer upon booking, 50% due 30 days before the wedding date, and the remaining 25% due after gallery delivery. Each milestone payment collects automatically on the agreed date, so the photographer can focus on shooting instead of chasing payments.
How payments work with marketplace bookings
If you are listed on the Wedy App marketplace, clients who book your services pay through the marketplace booking flow. These payments also require your bank account to be connected on the Payments page.
When a client books you through Wedy App:
The client selects your package and submits a booking request.
You manage the booking from your Bookings page in Wedy Pro.
Client payments flow through your connected payment account and appear in your Payments and Payouts tabs.
Without a connected payment account, marketplace bookings cannot process payments. Setting up payments is essential if you want to earn revenue through the Wedy marketplace.
Payout timing and schedule
After a client makes a payment, funds are not deposited instantly. A standard processing period applies for verification and fraud prevention:
Standard payouts — Funds typically arrive in your bank account within 2–7 business days after a successful payment, depending on your region and account history.
Payout schedule — View and manage your payout frequency from the Payouts tab.
Payout tracking — Every payout is logged in the Payouts tab with the amount, date, and status.
Troubleshooting common payment setup issues
I see "Profile Setup Required" when I go to Payments.
This means your business profile is not yet complete. Click Complete Profile Setup on the Payments page to return to the onboarding flow. Once your profile is finished — including your business name, category, location, and portfolio — return to Payments to connect your bank account.
The onboarding form is asking for information I do not have.
You will need your legal business name, tax ID (SSN or EIN), and bank account details. Sole proprietors can use their SSN and personal bank account. LLCs and corporations need an EIN and business bank account.
I exited the setup before finishing. Can I continue later?
Yes. Your progress is saved automatically. Return to the Payments page and the onboarding form will resume where you left off.
My verification is taking longer than expected.
Most accounts are verified instantly. If additional review is required, it typically completes within 1–2 business days. Check the Payments page for status updates. Ensure all information you submitted matches your official business and tax records exactly — mismatches are the most common cause of delays.
I need to update my bank account after setup.
You can update your bank account and payout settings from the Payouts tab within the Payments section. Changes to your bank account may require re-verification.
Frequently asked questions
What payment methods can my clients use?
Clients can pay by credit card (Visa, Mastercard, American Express) and bank transfer (ACH), depending on your region and account configuration. These options appear automatically on the payment page when you send an invoice or proposal.
Are there transaction fees?
Yes, standard transaction fees apply for each payment received. The exact fee structure is displayed during payment setup and in your account settings. Fees are deducted from each payment before the net amount is deposited into your bank account.
Can I accept international payments?
Payment availability depends on your region and account type. During the setup process, you will see which payment methods and currencies are supported for your business location.
Do I need to send invoices separately from my payment account?
No. Invoices, proposals, and contracts created in Wedy Pro automatically include a payment page linked to your connected account. When you send a document with a payment amount, the client can pay directly from within the document — there is no separate step required.
What happens if I do not set up payments?
You can use Wedy Pro's CRM features without connecting a payment account. However, you will not be able to collect payments through invoices, proposals, or marketplace bookings. Setting up payments is strongly recommended as one of your first steps.
Is my financial information secure?
Yes. Payment processing is handled through enterprise-grade, PCI-compliant infrastructure. Your bank account details, tax information, and client payment data are encrypted and protected by the same security standards used by major financial institutions worldwide. Wedy Pro does not store your clients' credit card numbers.
What is the Access Legacy Dashboard button?
The Access Legacy Dashboard button opens a direct view of your underlying payment processing account with advanced management options. Most vendors will never need it — the Wedy Pro dashboard tabs cover all standard needs.
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