How to Set Up WePay

Register for WePay processing through Passare and allow staff to accept credit card, debit card, and ACH payments or process refunds anytime, anywhere, using any device.

Note: If you don't have access to the WePay integration, shoot us an email. This is something we'll need to turn "On" for you to utilize the feature.

Registering with WePay:

To get started, be sure you have the following information available:

  • Business Tax ID Number
  • Bank Account Number
  • Routing Number
  • Principal Business Owner Information

Go to Admin > Organization.


Select Integration Settings from the left sidebar, then click Add Integration on the top right, and choose WePay Payment Processing from the drop-down.


Set up your WePay account by adding an Account Name and Account Description. The Account Name you enter will be what shows up on your customer's credit card statement. Most funeral homes simply add the name of their business in both fields. Once you're finished, click Register with WePay


You'll be prompted to create a password for WePay. Enter your First Name, Last Name, Email Address, and Password, click on the checkbox to agree to the Terms of Service, and press Grant Access.


You should receive an email from WePay. Click Confirm your email within the email to verify your email address. You'll then be redirected back to the Passare Integrations page. A new option will now appear in your Passare system for you to click on: Settlement Setup.


Select "Business" as your Entity Type.

Select your Business Type (Corporation, LLC, or Partnership), depending on how your business is set up.

Choose "Professional Services" as your Industry Category and "Professional Services Not Elsewhere Classified" as your Industry Type.

Enter your Business Details, including the full Legal Name of your Business, Employer Identification Number, Address, and Phone Number.

Put "Funeral Service" as your Business Description, and enter your Business Website information.

Enter Controller Details > Submit.


Enter your banking information to allow WePay to send payments to your account. Click Add Bank > Finish.


Setting Up Accounting Transactions:

Set up transaction types for WePay by clicking Admin > Accounting.


Select Add Transaction > WePay Payments (Credit/Debit Card).


Enter a Transaction Name (i.e. Online Payment). This is the payment type that will show in your cases. You can always go back and edit it later. Include a Transaction Description.

If you have your Chart of Accounts set up, make sure you enter the proper Debit Accounts and Credit Accounts so the transactions appear correctly in your accounting software. Press Save.


Go back to Add Transaction, and select WePay Refund.


Enter a different Transaction Name (i.e. Online Refund). This will be the payment type if a refund is required after a payment is made. Once again, select the corresponding Debit Accounts and Credit Accounts, if necessary.


If you'd like the ability to process ACH payments, go to Add Transaction > WePay Payments (ACH), select your Debit and Credit Accounts > Save.

You are now set up to process credit or debit card payments, refunds, and ACH payments in a case! Please note all transactions are subject to WePay Terms of Service and a 2.95% fee per transaction, no matter the type. For questions about the WePay transaction process or the status of a transaction, visit the WePay Help Center.

Commonly Asked Questions:

When someone refunds an amount back to a customer, do they also get reimbursed on the 2.95% fee they were originally charged on the transaction?

When a full refund is issued to the payer, there are no fees charged to the customer. The fees are absorbed by WePay. Please be advised, partial refunds do not reverse a portion of the WePay fees that are initially charged when the payment is made. WePay fees are only reversed for full refunds.

Need Additional Information?


Need Help? Email us at or call 1-800-692-5111!