State Payments Guide for Your First State Dues Payment

State dues payments for memberships are payable directly to the state PTA via eCheck/ACH through MemberHub (serviced by WePay's ACH solution). The eCheck/ACH process is not connected to your WePay merchant account used to accept credit card payments through your online store. 

First time paying your state dues through MemberHub?
Check out this video for a walkthrough or follow the instructions below.

Notes:

• If you save your bank account information, as instructed below, future payments will be completed in just a few clicks -- this is a one-time setup process.
• Only the current president or treasurer, who is also an authorized signer on the bank account, may remit state dues.
  • Go to Admin Console > PTA > Officers and verify that you are listed as the president or treasurer for the current school year.
    • Even if you are listed as a past officer, you will need to add yourself as an officer for the current year too (do not delete past-year officers as they are stored for state historical and insurance purposes).
    • If you are listed as the current-year president or treasurer with a different email address than the one you used to log in, please log out and log in again with the appropriate email address from the officers list. 
• Google Chrome is the recommended browser for all MemberHub use, especially site administration.

Follow these steps to make your first state dues payment:

1. Go to Admin Console > PTA > State Payments.
2. Click Send Payment via eCheck/ACH.
   • To see which members are owed for before sending your payment, click on Show/Hide Members and they will be listed at the bottom of the page. 
     
3. Check both boxes to acknowledge the $1 transfer fee and save your bank account for future state payments, and then click the Send Payment button.
   
   • If there is no option to save your bank account information, then this is not your first state payment by eCheck/ACH and your bank account information is already saved -- you will receive a confirmation that the payment has been processed and you are all done! 
   • If both boxes are checked, but the Send Payment button is not live, uncheck the top box and re-check it to make the button live.
4. Connect your bank account to WePay's ACH service in the WePay.com pop-up window.
   • If you did not select the option to save your bank account information in the previous step, close the WePay ACH pop-up, click Cancel on the Send Payment pop-up, and start over to check the box to save this bank information for future state payments.
   • If you did not get the WePay ACH pop-up, please check your Google Chrome settings to make sure pop-ups are not disabled. 
   • Option 1: Instant Connection (using your bank account login and password)
     If you do not have online access to your bank account, your bank is not found, or you are unable to connect to your unit's account for any reason, you will need to use Option 2 instead.
     
     • Click Continue.
     • Select your bank (search if not shown).
     • Enter your online banking user name and password (and if prompted, enter your MFA, 2-Step Authentication, or Advanced Access Code).
             
     • Choose the account you would like to use for this and all future state payments, and then click continue.
     • You will be asked to verify some bank information to complete the process.
     • Note: If unable to connect, use Option 2 instead.
       
       • Neither MemberHub nor WePay can assist with instant connection errors, although your bank may be able to assist you or confirm if your account is eligible for instant connection via Plaid for WePay's ACH service.
       • Common reasons for errors/failed connections:
         • Invalid login credentials.
         • Account is locked.
         • Institution not supported.
         • Account not supported/no eligible accounts.
           • Some banks only integrate instant connection for specific account types (usually business accounts).
         • Invalid MFA (2-step authentication)/your account requires an MFA process that is incompatible with this type of instant connection.
   • Option 2: Manual Connection (enter account and routing numbers)
     • Click Manually Enter Account & Routing Info.
          
     • Enter your PTA name in the Full Name field, as opposed to your personal first and last name (this is the name your state PTA sees on their payment report).
     • Continue to enter the rest of the details, select the account type (Checking or Savings), and then click Authorize Account.
       • Note: If your bank name does not show a green check mark, it is likely due to special characters, like "&"...replacing special characters should resolve the error.
     • WePay will make two small deposits in your PTA's bank account, which you will need to confirm before your payment is released.
       
     • Watch for an email from WePay with instructions to complete confirmation of the micro deposits.
       
       Important: Do not wait for your bank statement to come in the mail because you have a limited amount of time to confirm the micro deposits. These micro deposits typically show up in 1-2 business days. If you do not have online access to view recent transactions, call your bank to check for two small deposits from WePay.com or visit your bank in person.
       
       If the micro deposits do not appear in your bank account within 3 business days, please submit a MemberHub support request for assistance. Do not reply to the deposit confirmation email from WePay -- this will not create a support request!
       
       
     • Click the link in the email and log in to confirm the amounts.
       • If you did not receive the email to confirm your micro deposits (and you've already checked your spam/junk folder), please submit a WePay support request to confirm your micro deposits directly with WePay.
         
         
5. After either option to connect your bank account is complete, you will get a confirmation number on your State Payments screen, which indicates your payment has been sent.
   • If you do not get a confirmation message, click State Payments History to see if your payment shows as sent, and if not, submit a support request for assistance.
6. Click State Payments History to see a list of all state payments for the current year -- print this page and circle or highlight the current payment to include with the paperwork for your files. If you also need to pay council dues per member, print two extra copies (one for the check request and one to include with the check you send to your council treasurer).

All set! Since you clicked the option to save your bank account information in the first step, future state payments will be made with just a few clicks -- no additional setup or verification needed.

Payment Failed?: You will need to send your payment again. The most common reasons for failed payments are: 1) not confirming the micro deposits in a timely manner, 2) the saved bank account has been closed, and 3) your bank account is overdrawn.

New Bank Account?: If your bank information has changed and you owe the state for dues, click the link below the Send Payment box to remove the existing saved bank information before sending your payment. If you owe for dues and there is no link, your unit does not currently have saved bank information on file.