Set Up and Manage TeamSnap Payments Powered by WePay

This article is for Team Administrators and covers the setup of a team-level WePay account in the mobile app.

Note: Payments for teams is available through the TeamSnap mobile app for users in the US and Canada only.

The team Payments tab allows team owners to create invoice items that roster members can pay online. If you've used the Payments tab in the past, you may also see our Classic Payments tab within your team site. Benefits of switching to the new Payments feature sooner rather than later include:

  • Get paid faster, safer, and easier than cash or check payments when you utilize the Payments tab + WePay to accept payments online!
  • Lower fees than PayPal (used in Classic Payments) for most users. The fees to pay an online invoice through WePay are 2.99% plus .99 cents per transaction. These fees are charged to the person paying the invoice. There is no charge to the team owner. 
  • Convenient mobile payment submission for your roster members.
  • Email alerts that payment is due.
  • Mobile in-app notifications that payment is due.
  • Payments can be assigned to all or select members.
  • No additional action needed when Classic Payments is phased out Spring 2019.

Set Up WePay Account for Teams

Note: Required for teams on Free and Trial plans. Once the steps in this section have been finished, Free and Trial plan teams are not required to continue through the "Optional: Complete WePay Account Setup" section below) in order to utilize the invoice and payment tracking functionality. Check out Manage Team Payments and Invoices to learn more!
  1. Open mobile app
  2. Tap hamburger menu (Android) or ...More (iOS)
  3. Tap Payments
  4. Tap GET STARTED WITH WEPAY
  5. Enter/confirm WePay Account fields
  6. Tap CREATE WEPAY ACCOUNT
  7. You will be returned to the Payments screen
iOS Android

From here you can move on to creating invoices if you prefer to use the Payments tab only for tracking offline payments, or finish setting up your WePay account using the steps below if you'd like to accept payments online via credit card.


Optional: Complete WePay Account Setup

  1. Open mobile app
  2. Tap hamburger menu (Android) or ...More (iOS)
  3. Tap Payments
  4. Tap GO (Android) or > (iOS) on the WePay: Action Required notice
  5. Tap MANAGE WEPAY ACCOUNT
  6.  Create your WePay account or log into existing
    1. Tap Sign up to create a new account 
      1. Enter new account information
      2. Tap Sign Up
    2. Enter login credentials to log into existing Wepay account 
      1. Tap Log In
  7. Tap the notices at the top of the page to complete account setup:
    1. Tap Action is needed to complete your account. Update your personal information.
      1. Select account type
        1. Sole Proprietor: Education
        2. Individual: Charity & social services
        3. Business: Education
        4. Nonprofit: Charity & social services
        5. Trust: Charity & social services
        6. Government: Government
      2. Select your industry category
        1. Select industry type
      3. Complete the required fields about yourself
      4. Tap Submit
      5. You will automatically be taken to the add settlement details for adding a bank account screen (step 7b.a.a)
    2. Tap You must add a bank account. Update your settlement bank information.
      1. Optional: Tap Add bank account to set up automatic electronic settlements 
        1. Complete bank account details
        2. Select settlement transfer period
        3. Tap Add Bank
      2. Optional: Tap Set up recurring settlements by check to receive paper settlement checks via mail
        1. Enter address for where to send the paper check
        2. Select settlement transfer period
        3. Tap Save

From here you can move on to creating invoices, or if you've already done that, you are all set to collect payments.


Set Up WePay Account for Sports Organizations

  1. Log into TeamSnap
  2. Click your organization name under the My Leagues section of your My Leagues and Teams dashboard
  3. Click the Payments tab
    1. Please review the applicable transaction fee and chargeback fee amounts. Need more information about chargebacks? Read more here: WePay Chargeback FAQs
  4. Complete all fields with your organization's information
    1. First and last name should be your organization’s registrar, treasurer, or the primary party responsible for registration.  
    2. The email address entered should again be the registrar, treasurer, or an alias for your organization. Setup confirmation and all future emails from WePay will be sent to that email address.

  5. Click Connect With WePay
  6. Check email account entered in step 4 for a confirmation email
  7. Click Confirm
  8. Set your account password
  9. Complete your account set up and verification Note: You'll need to complete the KYC information and link a bank account (checking or savings) to receive funds. You have 14 days to complete this information before a freeze is put on the account. 
    1. Personal Accounts
      1. Select Personal if you are using WePay for reasons other than merchant activity or for your registered non-profit. 
      2. Requirements: full legal name, current address, phone number, date of birth, and social security number. Entering inaccurate information may delay processing times for your payments.
    2. Business or Nonprofit Accounts
      1. Select Business or Nonprofit if you are using your account for a business or organization. 
      2. Requirements: an EIN if you have one, your legal name, the name of your business or organization, your address, and your SSN. Entering inaccurate information may delay processing times for your payments.

Complete WePay Account Setup

Once you've completed your account setup, verification, and added a bank account, you are ready to accept payments via invoicing or registration! Unable to complete setup right away? You can return to your WePay account by clicking Manage My WePay Account under the Payments tab.

  1. Log into your WePay.com account using the email & password you previously created
  2. Click the Update links noted on your screen:

  3. Complete the information and you are ready to go!

Warning: Please do not make any test payments to yourself. WePay can't process self payments. The information in their system will indicate that you made a payment to your own account with your credit card. Unfortunately, this can be interpreted as using WePay's system to provide yourself with a cash advance which is against their Terms of Service.


Refund a WePay Invoice Payment

  1. Log into wepay.com /login
  2. For those with multiple WePay accounts, select the appropriate account using the drop-down in the top right corner:
    wepay-account-selection.png
  3. Click the transaction to be refunded
    wepay-payment.png
  4. Click Issue Refund
    wepay-issue-refund-button.png
  5. WePay will then list the payment as refunded:wepay-refund-listing.png
  6. For sports organizations only: TeamSnap will list the refund in the invoicing overview and receipts will be emailed to you and the refunded member

Refund a WePay Registration Payment

Registrations using TeamSnap Payments (powered by WePay) have a refund eligibility window of 120 days from when the initial payment was released. Transaction fees will be included in full refunds but cannot be included in partial refunds.

  1. From the Registration tab, locate the participant registration you need to refund. Click the Admin > Edit button on the far right to open the registration transaction summary.
  2. Click the Refund button to the right of the payment that needs to be refunded 
  3. Select Full Refund or Partial Refund Amount (must enter refund amount for partial refunds)
  4. Click Refund to submit refund for processing
Tip: Refunds do not decrease the total owed. If you want the amount refunded to no longer show as owing, you can adjust or delete the refunded amount from the total owed using Fee Adjustments. Learn more here:  Edit Participant Registration
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