Table Of Contents

Select a Payment Processor to Collect Funds

  1. How to Use memberplanet or Your PayPal Account to Collect Funds

How to Use memberplanet or Your PayPal Account to Collect Funds

Use memberplanet to collect funds

Use your PayPal account to collect funds

PayPal FAQs

Set up recurring payments with PayPal

 


 

Use memberplanet to collect funds

 

Any group can collect funds through a Donation Site or any other payment form. In order to receive funds you must select a bank account to deposit funds into when creating any type of payment form. Learn more: How to Add and Verify Your Bank Account

Note: When you add and verify your bank account this will automatically be set as the default account for all membership funds collected.

 

Link a bank account for:

Donation Site

Payment form

Event Site

 


 

Use your PayPal account to collect funds

 

If you organization is international, it's convenient to use PayPal as your processor in order to collect and receive money in your home currency.

 

PayPal allows groups to utilize features such as our recurring payments and some reporting, but because your finances are being processed by a third party, conveniences like viewing transfer dates and processing refunds can only be done with PayPal.

  1. Click Processors in the left navigation bar
  2. Select the gear icon on the PayPal row
  3. Click the Account Details option in the dropdown menu

 

PaypaltoCollectFunds1.png

 

  1. Follow the instructions on the PayPal Account page to create or link your existing PayPal account and sign the billing agreement.

Once you've linked your PayPal account and signed the billing agreement, all payments that your group collects will be processed by PayPal and transferred to your PayPal account.

 


 

PayPal FAQs

 

Can I start collecting payments immediately?

USA groups

If your group is located in the United States of America and is collecting payments in USD ($), you can start collecting payments immediately using memberplanet as your payment processor. If you prefer to use PayPal as your payment processor, you can link your PayPal account to your group.

 

International groups

If your group is located outside of the US and/or would like to collect payments in a currency other than USD ($), you must link your PayPal account to your group before you can begin collecting payments.

What payment methods can my member use?

If your group's PayPal Business Account is not Verified, your members will need to create or log in to their own PayPal accounts when making payments to your group. Once your PayPal Account is Verified, your members may pay directly with a credit card or debit card via Guest Checkout.

Cost of memberplanet vs PayPal

The total transaction cost of using PayPal as your processor on memberplanet is the same as using memberplanet as your processor. Both PayPal and memberplanet assess a fee of 3% + $0.30 per transaction for credit card processing. The additional site fee of 1-4% (depending on your subscription level) is added in either case. This fee is for the memberplanet services which are used in both cases.

 

memberplanet

Credit Card processing: 3% + $0.30

Site Fee: 1-4%

Total: 4-7% + $0.30

 

PayPal

Credit Card processing: 3% + $0.30

Site Fee: 1-4%

Total: 4-7% + $0.30

 


 

Set up recurring payments with PayPal

 

If your group is using PayPal as your payment processor, you'll need to set up reference transactions on your PayPal account before your members can start scheduling recurring payments.

 

Securing approval for reference transactions from PayPal

Setting up reference transactions requires manual approval from PayPal. To get your account approved for reference transactions:

  1. Log in to your account on www.PayPal.com
  2. Navigate to the Contact Us / Customer Support section of the PayPal site
  3. Click on the Call Us link to get the contact information for your region and your account
  4. Inform your PayPal customer support representative that you would like to be approved for Reference Transactions on your account so that you can begin collecting recurring payments
  5. Follow the instructions from your PayPal customer support representative and wait for them to contact you to inform you that your account is approved for Reference Transactions

Enabling Recurring Payments on memberplanet

Once your PayPal account is approved for reference transactions, return to memberplanet to enable recurring payments:

  1. Click Processors in the left navigation bar
  2. On the PayPal row, click the gear icon on the right, and select Account Details
  3. Click the Verify & Enable Recurring Payments link