How to setup your WidenPay Company Settings

How to setup your WidenPay Company Settings





In this tutioral, we will cover how to setup your company settings in your WidenPay account such as your company name, logo.  

Let us begin !

1. Browse to the WidenPay website at : https://widenpay.com/ .

2. On the login screen click on the "Sign in with Intuit" [refer to fig 1.0].

[fig 1.0]




3. You will be redirected to the QuickBooks login screen. Sign into your QuickBooks account like you normally do. You can either use your Gmail account or any other  account by entering your Email or User ID and Password. Once done, click on the "Sign in" button [refer to fig 1.1].

[fig 1.1]


4.  Once you are logged in, on the top right corner of the menu bar, click on the drop-down menu next to your name. Select the option "Edit Profile" [refer to fig 1.2] or from the main menu bar click on " Company Settings " this will bring you to the Edit Profile screen [refer to fig 1.2].  

[fig 1.2]


5.   On the  " Company Settings" screen, you will need to fill out the following fields [refer to fig 1.3].  

Note: Some fields are already pre filled and those not requires any action from you .  
  1. Company ID :  Pre configured field.  No input required.
  2. Company Name : Company name that will be displayed on the invoices.
  3. Sub Domain :  Pre configured field.  No input required.
  4. Company logo : Logo that will be displayed on the  invoices.
  1. English & French URL  :  These are the URL addresses that will appear in the clients' emails that will allow them to view and pay their invoices . Please refer to knowledge base article "How to configure your link payment in your WidenPay account".
  1. Accept Credit Card & Accept EFT :  Payment method by credit card or Electronic Found Transfer EFT (bank to bank ) . This depends on the WidenPay plan that you purchased. See https://widenpay.widenweb.com/pricing/. If you purchased Billing Plan 1, check the "Accept Credit Card" check box. If you purchased Billing Plan 2, check the "Accept EFT" check box. If you purchased Billing Plan 3, check both check boxes. 
[fig 1.3] :

Once you are done configuring your company settings, click on the button This will bring you to your "Payment Settings " page .  

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