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To get started, register with Wediate by emailing inbox@wediate.com.au. Once approved, you'll receive your unique holding account details (Sort Code, 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.

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 Sort Code and Account Number match what your contractor gave you, and that the business name matches. Never transfer funds to unverified accounts.

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.

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.

In Xero, update your invoice template to include Wediate holding account details in the payment instructions area. Add the Sort Code, 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.