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. 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: Connect using your bank account login and password
     1. If you have a login to access your bank account online, click Continue, otherwise skip to Option 2.
     2. Select your bank (search if not shown).
     3. Enter your online banking user name and password.
              
        Note: When using your bank login to connect your account, you may get to a point where you're prompted to enter an MFA, 2-Step Authentication, or 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. WePay recommends logging into your bank account to decide if you'd like to disable 2-Step Verification.
        
        • If your bank is not found, you get an error that the login credentials are incorrect, or the correct account is not an option after logging in, you will need to use Option 2.
        • Common reasons for errors:
          • Credentials provided were invalid.
          • Your bank only integrates this type of connection for business banking accounts.
          • Your account requires an MFA (2-step authentication) process that is incompatible with this type of connection.
     4. Choose the account you would like to use for this and all future state payments, and then click continue.
     5. You will be asked to verify some bank information to complete the process.
   • Option 2: Manually Enter Account & Routing Info
     • 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.
       
     • 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 (check your spam), please submit a WePay support request for assistance confirming your micro deposits.
       • If the micro deposits do not appear in your bank account within 3 business days, please submit a MemberHub support request for assistance.
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.
     
     

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.

Tip: Click State Payments History to see a list of all state payments for the current year. We recommend you 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).

Note: If your bank information changes, you may remove the existing saved information by clicking the link below the Send Payment box on the State Payments page. If there is no link, your unit does not currently have saved bank information for state payments.