In this article I am going to walk you step-by-step through remitting your first Echeck for state membership Dues and possible issues you may run into. Please note, only authorized signers on the account can remit state dues.If you are authorized to make the payment please follow the following steps:
To get started please be logged into your MemberHub account in a Google Chrome web browser.
Once logged go to the Admin Console> PTA Tab> State Payments.
Click on Send Payment via E-check. If your button is not live and you are the president or treasurer there are a few things to check. First. go to the Admin Console> PTA tab> Officers and verify that you are listed as the current year officer (2018-2019) and not last years officer (2017-2018). If you are listed as a past officer you will need to add yourself as a new officer for the 2018-2019 year. You cannot update or delete 2017-2018 officers after June 30th due to state record keeping needs. If you are listed as a current officer the next step would be to verify you are logged in with the email listed on the 2018-2019 officer profile. If you are not please logout and login again with the email on the officer profile.
After you click on Send Payment via E-check you will get the following pop-up:
Check both check boxes to activate the Send Payment to your state button. If they are both checked and the box is still grayed out un-check the top check box and re-check it to make the box live.
Next, a pop-up from WePay that comes will look like this. If you do not get a pop-up please check your Google Chrome settings to make sure pop-ups are not disabled. If your PTA utilizes online banking please press Continue then proceed to search for your bank. Then enter your online banking user name and password. If you are getting an error that the login credentials are incorrect go back and check if your bank has a business integration with WePay. For example, logins for TD Bank Business Direct with not work if you are in the regular TB Bank option. You have to choose the business option.
After you login it will take you to a screen that list the active accounts under the online banking login. Please choose the account you would like to pay this and all future payments with. Then press continue. Then you will be asked to verify some bank information and complete the process. Once complete you should get a confirmation number on the MemberHub state payments screen. Your payment has now been sent to the state.
If you do not utilize online banking or WePay does not have an integration with your bank you will have to manually confirm the account. To do that you will click on Manually enter account and routing info. Please fill out the form in it's entirety. If it is not accepting the bank name your bank likely has a special character in the name. For example, if you bank at M&T you would need to enter it as M and T. Then press Authorize account.
After you authorize the account you will get a new message that says WePay is going to make two small micro deposits into your bank account in 1-2 business days. WePay will also send you an email with a link to enter the micro deposits. If you do not receive this email please check your spam. Then press contine.
Once you press continue you will be given a confirmation number for the payment. Keep in mind, your payment will not be sent until you confirm your micro deposits. If you do not get the micro deposits it is likely something you entered when you confirmed the account was incorrect. Please confirm it again. If you do not get the deposits the second time please reach out to MemberHub support.
Now your all set. You only have to confirm the bank account on the first payment. Each additional payment only require you to press the button to send the payment.