Mass Payments - Help Center

This guide explains how to create mass payments (Mass Payments) in WEpayments using a spreadsheet. You will learn the step-by-step process to access the feature, fill in the template correctly, and submit payments.

How to create payments via spreadsheet

The flow to create mass payments is:

Access the Payouts menu in the Dashboard
Click on Payment List
Click on “Create Payment via Spreadsheet”
Download the spreadsheet template
Fill in the spreadsheet with beneficiary data
Upload the file in the indicated field
Confirm submission – payments will be created automatically

💡 After uploading, the system processes the file and creates the payments. You can track each transaction’s status in the Payment List.

Step-by-step guide

Step 1: Access the payment list

In the Dashboard, go to Payouts → Payment List. This is the central screen where you manage all your payments.

Step 2: Start spreadsheet creation

On the Payment List, click the “Create Payment via Spreadsheet” button.

Step 3: Download the spreadsheet template

A new screen will open with:

Element	Description
Download link	Download the upload spreadsheet template
Spreadsheet explanation	Instructions on how to fill in each column
Upload field	Area to submit the filled file

Step 4: Fill in the spreadsheet

The template spreadsheet contains the following columns:

Column	Description	Required
Invoice	Unique code identifying each payment (e.g., `sua-invoice-001`). Cannot be repeated, even across different uploads.	Yes
Beneficiary name	Full name of the beneficiary	Yes
CPF / CNPJ	Beneficiary’s tax ID (numbers only, no dots or dashes). Format cell as TEXT to preserve leading zeros.	Yes
Pix Key	Beneficiary’s Pix key (CPF, phone, email, or random key). Format as TEXT. Not required if you provide bank details.	No*
Bank code	Bank code (3 digits, e.g., 341)	No*
Bank branch	Branch number	No*
Bank account	Account number	No*
Account digit	Account verification digit	No*
Amount to pay	Amount to be paid to the beneficiary (in BRL)	Yes
Account type	Account type: `C` for Checking or `S` for Savings	No*
Description	Payment description (e.g., “My PIX payment”)	No
Message to beneficiary on receipt	Message that will appear on the beneficiary’s receipt	No
Payment type	Payment type code (e.g., `0-1`)	Yes

*You must provide either a Pix key or complete bank details (bank code, branch, account, and digit).

Filled spreadsheet example

Invoice	Beneficiary name	CPF / CNPJ	Pix Key	Bank code	Branch	Account	Digit	Amount	Account type	Description	Message	Payment type
sua-invoice-001	Fabiana Luiza	24760888039		341	8425	17786	5	1.01	C	My PIX payment	My message	0-1
sua-invoice-002	Yago Joaquim	23488252795		341	8425	17786	5	1.02	C	My PIX payment	My message	0-1
sua-invoice-003	Isadora Castro	52189329060	52189329060					1.03		My PIX payment	My message	0-1

💡 Notice that in the first two rows, payments are made via bank details (bank, branch, account, and digit), while in the third row the payment is made via Pix Key. You can choose the method you prefer for each beneficiary.

Step 5: Upload the file

After filling in the spreadsheet:

Return to the upload screen in the Dashboard
Drag the file or click to select it
Confirm submission

Step 6: Payments created automatically

After uploading, the system processes the file and automatically creates the payments. You can track each transaction’s status in the Payment List.

Who can you pay?

Recipient type	Examples
Individuals (PF)	Freelancers, couriers, employees, affiliates
Legal entities (PJ)	Partner companies, suppliers, service providers
Other use cases	Refunds, rewards to users, third-party payments

💡 As long as the recipient has a Brazilian bank account or Pix key, you can pay them.

Managing your payments

Payment List filters

Filter	Description
Created on	Date or period created
WE ID	Transaction identification number
Status	Payment status (pending, processing, paid, failed, etc.)
Beneficiary	Name or CPF/CNPJ of the recipient
Amount	Payment value range
Payment method	PIX or TED

💡 You can also create and save custom filters for recurring searches.

View types

View Type	What it shows
List view	Default view – payments in rows with key information
Detail view	Expanded view – additional fields and payment metadata

Exporting files

You can export payment data for reconciliation or reporting.

Step	Action
1. Apply filters	Select which payments you want to export
2. Click download icon	Located on the right side of the screen
3. Choose export type	”Export” for general list / “Export split” for sub-wallets

📁 Limit: Export is limited to 80,000 records per file.

Frequently Asked Questions (FAQ)

1. Can I create individual payments too?
Yes. In addition to spreadsheet creation, you can create individual payments by clicking “Create Payment” on the Payment List. 2. What happens if I repeat an INVOICE code?
The system blocks the payment and flags an INVOICE error. Correct the code and upload again. 3. Can I use formulas in the spreadsheet?
No. The spreadsheet must not contain formulas for submissions to succeed. 4. Do I need to provide both the Pix key and bank details?
No. You can provide either the Pix key or complete bank details (bank, branch, account, and digit). 5. What file format is accepted?
.XLS or .XLSX files. 6. Can I change the template spreadsheet header?
No. The header must not be altered. 7. How many payments can I include in one spreadsheet?
Export is limited to 80,000 records per file. For upload, check limits with your account manager. 8. How do I track the status of created payments?
After uploading, payments appear in the Payment List. You can filter by status to track each transaction.

​How to create payments via spreadsheet

​Step-by-step guide

​Step 1: Access the payment list

​Step 2: Start spreadsheet creation

​Step 3: Download the spreadsheet template

​Step 4: Fill in the spreadsheet

​Filled spreadsheet example

​Step 5: Upload the file

​Step 6: Payments created automatically

​Who can you pay?

​Managing your payments

​Payment List filters

​View types

​Exporting files

​Frequently Asked Questions (FAQ)