Attention: Treasurers

This help article is a guide that will help you get the most out of your MemberHub site. Please use this guide to ensure that you have taken the necessary steps to complete your setup.

Set up your Merchant Processing Agreement

*You will need your PTA’s bank routing number and account number for this step. It will take two weeks from submission of your Agreement for it to be processed.* The Treasurer needs to complete and submit your Merchant Processing Agreement by clicking on the orange gearAdmin_Gear.PNGin the upper right hand corner to access the Admin Console. Navigate to the Money tab and click on Merchant Processing Agreement on the right. Instructions here. Note: You may need to click the Merchant Processing Agreement link twice and wait a second for it to load. This will also enable you to accept payments for other items such as tickets, spirit wear, etc. Details can be found here.

Grow your PTA Membership by Setting Up and Using Your Dues Payment Page

Work with your Membership Chair and other officers/chairs to create a communication plan for your school community regarding MemberHub and the use of your school's Dues Payment Page in Dues Settings. Once your Merchant Processing Agreement is submitted and processed you will see a link to your PTA's own Dues Payment Page at the top of the Dues Settings page. Instructions for setting up your Dues Payment Page here. When people pay their dues online through your Dues Page their information will be automatically synced with the state-level PTA and money will be automatically routed to the state PTA bank and your PTA bank. If they pay by cash or check, please see the manual instructions here.

Review Transactions

Review and/or download Transactions processed through MemberHub. Instructions here.

Complete PTA Requirements

In the Admin Console - PTA tab please work with your Audit Committee to complete the following:

Enter your Financial Review Confirmation. Instructions here.

Enter your Form 990 Confirmation. Instructions here.

Have more questions? Submit a request

2 Comments

  • Avatar
    Tiffany Keeler

    On the Merchant Processing Application - what is the determining factor for whether the Fee rate specified or the per item cost applies....I cannot locate the detail in any of the associated documentation. To me it appears that there is an automatic $.50 fee taken on dues payments made in this manner. Therefore, if you charge $5 for dues - the PTA would only get $.50 rather than a $1. If that is the case, when does the percentage come into play?

  • Avatar
    Helen Green

    Hi Tiffany. Here is a link to a help article that will answer all your questions: http://support.memberhub.com/hc/en-us/articles/115001152173-Transaction-Fee-Information

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