how to set up online payments
Click the settings gear in the top right of your Buildertrend Homepage and Click “Setup”
2. Click the “Accept Payments” tab
3. Click “Get Started Today”
4. Sign up for a WePay Account
(Make sure you keep this information, as this is your WePay login, and will be useful for checking your payment transactions)
5. Click the entity type of your business
6. Click the legal structure of your business
7. Select the industry category and type of your business
8. Enter your business details
9. Enter the information of the person in charge of billing
10. Click the appropriate answers
11. Click “Submit”
12. Enter your bank information then click “Add Bank”
13. Make sure “Daily” is selected then click “Submit”
YOU DID IT!!
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