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Chapter: Admin Activities >
8.6. Our PTA
Our PTA
1.Select Admin/Our PTA
2.Enter in your PTA Unit Name
3.Fill in the PTA address, City, State, and Zip Code
4.Enter in a phone number for your PTA
5.Fill in all other information which includes:
a.Fax Number
b.Email Address
c.Website
6. You can change Logo by selecting "Change Logo". You can either upload an image or use a web cam to take a new photo.
a.Image Size: 150px x 90px
*Note: For Units in California, your EIN will automatically be set - DO NOT CHANGE THIS NUMBER without confirming your correct FEIN with the California State PTA.
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Payment Processors
1.Go to Admin > Our PTA.
2.Select the Payment Processor button
3.Click the add new button
4.Select your chosen Processor from the dropdown menu
5.Enter API Credentials/Token/Fuze ID
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PayPal
1.Enter your API Username, Password and Signature (this information is found within your PayPal account)
2.Enter your PayPal Undeposited Funds category
3.Enter Convenience Fee income category
4.Enter Processing Fee Expense category
5.Click “Save”.
Open Edge/PayPros
1.Enter Merchant Account (name of Checking account in myPTEZ)
2.Click “Save”.
Pace Payments
1.Choose your new “other asset” category created for undeposited funds category
2.Select your merchant account – “bank account”
3.Select your new convenience fee category
4.Click “Save”.
Manual Card Payments
*Note: Manual Processor allows you to record "Card" payments in Write New Receipt without charging the Credit Card, this is for record keeping purposes ONLY.
1.Enter Merchant Account (name of Checking Account in myPTEZ)
2.Click “Save”.
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