Along with the launch of the MemberHub store, PTA unit leaders can now pay their state dues directly to the state PTA via e-Check/ACH in MemberHub.
Follow these steps to pay your state dues:
1. From your Admin Console, click on the PTA tab, then State Payments from the menu on the right.
2. From there, you will see how much is owed to the state and for how many members. To see which members are owed for, click on Show/Hide Members. All members with state dues outstanding will be listed at the bottom of the page.
3. If your state doesn't have a second-signer requirement, the current PTA treasurer or president can remit the state dues by clicking Send Payments Via e-Check. The fee for this option is a flat $1, and it sends an eCheck directly to your state PTA.
If you have a second-signer requirement, click on Send Payments Via e-Check, then choose the second signer. He or she will get an email notification to log in and sign off on the eCheck.
For Second Signer implementations the following officers can participate in an eCheck state payment: President, Treasurer, Secretary, Vice President 1
Note that one of signers must the Treasurer. This is important to understand when you consider that the second signer will be actually using WePay to make the payment and type in their bank account number and routing number.
The eCheck payment will not be sent until the second signer completes this step.
4. Once the eCheck is sent, you can see a breakdown of all payments made by clicking on the State Payments History button.
How e-Check works with WePay ACH popup
Search for your PTA's bank by typing the name and selecting it from the drop-down list.
You will then choose to log in to your PTA's bank account OR manually enter your PTA's bank account information.
If you choose to enter the bank account information manually, WePay will make two small deposits in your PTA's bank account, which you will need to confirm to verify your account. Once you have done that, your ACH payment will be released.
You will receive an email with instructions on completing this portion of the process:
Click the link in the email and log in to confirm the amounts.
Advanced Access Code from your bank
When using the WePay popup to send an eCheck state payment you may get to a point where you're prompted to enter an Advanced Access Code.
Some banks have extra security measures that you may have on your bank account in order to generate online transactions. For example Wells Fargo offers a feature called Advanced Access.
According to Wells Fargo: When you’re conducting online or mobile banking, we may sometimes prompt you to request an access code to perform certain transactions or access sensitive information.
Please be aware of this setting with your bank and work directly with your bank on your Advanced Access settings.
If logging into your bank through the WePay ACH popup continues to be a challenge just follow the screenshots above to manually enter your bank account and routing information.
Also, WePay recommends logging to your bank account to decide if you'd like to disable 2-Step Verification.