WePay Setup

Setting up your event site for a WePay gateway generates a temporary account which allows immediate credit card processing.  Setting up the account will trigger an email from WePay with instructions for completing a simple application and providing bank account details for where the credit card revenue should be deposited.  You must submit the completed application to WePay within 30 days, but you'll want to do it sooner since you won't receive the funds from your transactions until your application has been accepted.

Note:  In order to link your WePay gateway with your event site, you must generate the WePay account from the software* (see instructions below)

Once you have a WePay account, you can choose to migrate the existing credit card settings to future event sites OR you can create new WePay gateways for each event.  If you use the same Account Manager email address for each application, the gateways will all appear in a master account - providing clear reporting of revenue streams from each event.  

*WePay account generation process is integrated into external software by design.  SchoolAuction.net partners with WePay to provide our customers with access to their product, but our companies are not otherwise affiliated. All WePay gateway account(s) will be provided and managed by WePay exclusively.

To create a WePay gateway, log in to your event site (this step requires Chair Role):

To create a WePay gateway, log in to your event site (this step requires Chair Role):

Go to:  Admin > Site Settings > Payment / Credit Card > Setup Gateway (menu tab only visible when logged in with Chair role)

1. Choose WePay from the dropdown.

2. Choose which cards to accept from the dropdown (this can be edited later, if necessary).   WePay processes Visa, Mastercard, Discover, and Amex cards.  Certain transactions are prohibited, refer to WePay Terms of Service (7) for details.

3. Enter Name of person who will handle the full WePay application as the Account Manager.

4. Enter Account Manager's email address.  

5. Specify the Account Name you want to appear on buyers' credit card statements.  This name will appear on your supporters credit card statements and should be easily recognizable (some statements will only display the first 10 characters).  If buyer's don't recognize the name, they may dispute the charge, resulting hassle and in costly charge-backs

6. Apply

Temporary account is generated:

Temporary account is generated:

7.  Confirmation banner indicates that gateway is live and ready to process credit card transactions.

8.  Account ID is generated for the site.

Be sure to test with a live online transaction (with vaulting or without vaulting)

 Finish setting up credit card processing on your event site:

 Finish setting up credit card processing on your event site:

Go to Admin > Site Settings > Payment / Credit Card > Credit Card General:

1. This descriptor will appear on the receipts generated by the software as the source of the transactions.  Make sure it matches the Account Name you specified for your WePay gateway.

2. This box must be checked to allow vaulting or storing cards in your gateway for later access.  If unchecked, the check-in screen will not display the form for vaulting credit cards.

3. SAVE

Note:  WePay requires a matching zip code in order to process transactions.  The software will automatically add the zip code field to your ticket and registration forms if you haven't already done so.  The zip code field will be displayed, but not automatically required (users will have to provide a zip code in order to process a credit card).   You may opt to require a zip code from all users by editing your ticket field settings.

To Complete the WePay Application:

To Complete the WePay Application:

Go to the Confirmation Email you received:

1.  Email from address = Schoolauction.net or Tofinoauctions.com via WePay.

2.  Click Confirm

Create a password for your account:

Create a password for your account:

3.  Note:  This notice is part of the standard integration for WePay account generation within external software.  SchoolAuction.net partners with WePay to provide our customers with access to their product, but our companies are not otherwise affiliated. All WePay gateway account(s) will be provided and managed by WePay exclusively.

4.  Create Password

5.  Review and accept Terms of Service

6.  Click to Grant Access

Verify your information:

Verify your information:

Complete application:

Complete application:
Link Bank Account:

Provide details for bank account to receive the funds:

Provide details for bank account to receive the funds:

9.  Note that you can now view and edit account and transaction details by clicking on your Login Name.

Finish application:

Finish application:

Clicking Finish will bring you to the School Auction website - you're done!