Tutorials & Articles
Guides, how-tos, and best practices for using Wediate effectively.
How It Works
How to send your first Wediate quote as a contractor
A step-by-step guide to setting up your Wediate holding account and including the correct details in your client quotes.
3 min read
How to send your first Wediate quote as a contractor
To get started, register with Wediate by emailing support@wediate.com.au. Once approved, you'll receive your unique holding account details (BSB, Account Number, and Reference ID). Include these payment details in your client quotes, CC inbox@wediate.com.au on all communications, and your clients can verify your account on the Wediate Account Directory before making any payments.
How to verify a Wediate account before paying
Before transferring any funds, always check the Account Directory. Here's exactly what to look for.
2 min read
How to verify a Wediate account before paying
Visit the Account Directory page and search using the Reference ID, business name, or email provided by your contractor. Check that the account shows a green "Approved" verification badge, that the BSB and Account Number match what your contractor gave you, and that the business name matches. Never transfer funds to unverified accounts.
How the YES/NO approval process works
When your contractor requests milestone release, you'll receive an email and SMS. Here's what to expect and how to respond.
2 min read
How the YES/NO approval process works
When a milestone is completed, your contractor sends a release request email with Wediate CC'd. You'll receive a notification asking you to approve or hold the release. Simply reply YES to authorise the release of funds, or NO if you have concerns. You can also approve milestones directly through the Wediate portal. Funds are only released once you give explicit approval.
What happens if there is a dispute?
Wediate holds funds until both parties agree, or until formal resolution is reached. Here's how the dispute process works.
4 min read
What happens if there is a dispute?
If a dispute arises, Wediate places the relevant milestone funds on hold. Both parties are notified and encouraged to communicate directly. If no agreement is reached, Wediate can facilitate mediation or the parties can seek independent resolution. Funds remain securely held until the dispute is resolved — protecting both the buyer and the seller.
Using Wediate with Simpro
How contractors using Simpro can add Wediate details to their quote templates and job workflows.
3 min read
Using Wediate with Simpro
In Simpro, navigate to your quote templates and add the Wediate payment details to the payment terms section. Include your holding account BSB, Account Number, and unique Reference ID. You can also add the Wediate verification link so clients can confirm the account before paying. CC inbox@wediate.com.au when sending quotes from Simpro.
Using Wediate with Xero
How to include Wediate holding account payment instructions in Xero invoices.
3 min read
Using Wediate with Xero
In Xero, update your invoice template to include Wediate holding account details in the payment instructions area. Add the BSB, Account Number, and Reference ID. You can also customise the invoice footer with the Wediate verification URL. This ensures every invoice you send includes the correct escrow payment details for your clients.