Overview
Before you can collect payments from clients — whether through an invoice in a Smart Document or through a booking on the Wedy App marketplace — you need to connect your payment account in Wedy Pro. This one-time setup unlocks both payment streams and gives clients a seamless, secure checkout experience without leaving the document portal.
Time to complete: 10–15 minutes.
Before you begin
Have the following ready before starting the connection process:
Business type — Whether you operate as an individual, sole proprietor, LLC, partnership, or corporation
Legal business name — The name as it appears on your government filings (for business entities)
Tax identification number — Your SSN (for individuals) or EIN (for business entities)
Business address — A physical address, not a PO box
Bank account details — Routing and account number for a checking account. Savings accounts are not supported.
Website — Your business website URL
You will also need a valid government-issued ID for identity verification.
How to connect your payment account
In the left sidebar, click Payments.
The page opens to the Financials dashboard. If your payment account is not yet connected, you will see a prompt to set up payments — click it to begin.
You are taken through a secure onboarding flow. Follow the prompts to enter your business information: business type, legal name, address, tax ID, and website.
Enter your bank account details — routing number and checking account number — to designate where payouts will be sent.
Provide your identity verification details as requested. You may be asked to upload a government-issued ID.
Review your information and submit. Your payment account is created and sent for verification.
Verification and approval
After submitting your information, your payment account enters a verification process. This typically takes one to two business days, though it can vary depending on the information provided. You may see one of three statuses:
Connected — Verification is complete. You can accept card and bank transfer payments immediately.
Pending verification — Your information is under review. Clients can still pay, but payouts may be held until verification is complete.
Action required — Additional information is needed. Return to your payment account settings to complete the missing steps.
If your account shows Action required, check the payment account setup flow for details on what is needed. Common reasons include a missing document or an address that could not be verified.
What you can do once connected
Once your payment account is verified and connected, you can:
Accept credit card and debit card payments from clients (2.9% + $0.30 per transaction)
Accept ACH / bank transfer payments (0.8%, capped at $5.00 per transaction)
Collect payments directly within your Smart Documents — clients pay inside the document portal, with no separate payment link needed
Receive payouts from Wedy App marketplace bookings — both CRM and marketplace payments are tracked in one unified Payments section
Go live on the Wedy App marketplace — payment connection is a prerequisite for your profile to be active and accepting client bookings
What clients see when they pay
When a client opens a Smart Document (invoice or proposal) that you have sent them, they see a secure checkout embedded directly in the document. They can choose to pay by credit card, debit card, or bank transfer. They do not need to create an account or leave the document portal to complete payment.
For marketplace bookings through the Wedy App, clients pay through the marketplace checkout and funds flow to your connected payment account automatically.
Troubleshooting
If you run into issues during setup, here are the most common scenarios and how to resolve them.
Your account shows "Action required"
Return to the payment setup flow inside Wedy Pro and look for information flagged as missing or incomplete. The two most common causes are: (1) a required document has not been uploaded — such as a government-issued ID or business formation document — and (2) your business address could not be verified. Make sure you are using a physical address (not a PO box) that matches your official business records. Once the missing information is submitted, verification resumes automatically.
The payment setup prompt does not appear
Payment account configuration is restricted to the account Owner. If you are logged in as an Admin, Member, or Bookkeeper, you will not see the setup prompt. Sign in as the Owner of the Wedy Pro account and navigate to Payments in the sidebar — the prompt will appear there if the payment account has not yet been connected.
Tips
Use a checking account — savings accounts are not supported for payouts.
Make sure your business address is a physical address. PO boxes cannot be used for verification.
Your payment account connects both your CRM invoice payments and your Wedy App marketplace booking payments — you only need to connect once.
If you want to record a cash, check, or wire transfer payment from a client, you can do this manually from the invoice response page without a connected payment account — but connecting enables online payment collection.
Frequently asked questions
What payment methods can clients use?
Clients can pay by credit card, debit card, or ACH bank transfer. You can also record manual payments (cash, check, wire transfer) from within the invoice in your Smart Document.
How long does verification take?
Verification typically takes one to two business days. If additional information is needed, you will see an Action required status and can return to the payment setup flow to provide what is missing.
Can I change my bank account after connecting?
Yes. You can update your bank account information from the Payouts section under Payments. Note that any payouts already in transit will be sent to your original bank account before the change takes effect.
What are the processing fees?
Processing fees are 2.9% + $0.30 per credit or debit card transaction, and 0.8% capped at $5.00 per ACH bank transfer. These fees are deducted from the payment before it reaches your payout.
What happens if a client's payment fails?
If a client's payment is declined or fails, the invoice remains unpaid. You can follow up with the client and ask them to retry payment from the document portal. There is no automatic retry — the client needs to return to the invoice and attempt payment again.
Is my client's payment information secure?
Yes. Client payment data is handled by your secure payment processing account and is never stored in Wedy Pro. Clients complete checkout through a secure, encrypted connection.
Do I need to connect a payment account to use the Wedy App marketplace?
Yes. Connecting your payment account is required before your profile can go live on the Wedy App marketplace. It is also required before clients can pay invoices and proposals you send through Smart Documents.
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