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Paypal Tutorial: How to Open and Set- Up Your Account

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Learn how to create an account with Paypal and how to set-up it ready for business.

Published in: Internet
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Paypal Tutorial: How to Open and Set- Up Your Account

  1. 1. How to Use Paypal (Tutorial Part 1)
  2. 2. this is Paypal
  3. 3. shop safe, without worries
  4. 4. PART 1 Opening your Account
  5. 5. go to www.paypal.com
  6. 6. insert your email address
  7. 7. and your password to login
  8. 8. click the login button
  9. 9. you will be directed to the dashboard
  10. 10. Don’t have an account yet?
  11. 11. click the sign-up button
  12. 12. You will be redirected here
  13. 13. Choose Personal
  14. 14. and click Get Started
  15. 15. proceed to the sign-up process
  16. 16. upon completion, login to your account
  17. 17. PART 2 Elements of your Online Account
  18. 18. this is the paypal logo
  19. 19. click this anytime
  20. 20. and you will always be redirected here
  21. 21. this is the navigational toolbar
  22. 22. you can select several options here
  23. 23. to help you with your business
  24. 24. this is an additional toolbar
  25. 25. for asking help and signing out
  26. 26. click to log out of your account
  27. 27. click Help for customer support
  28. 28. click Security Center for fraud-
  29. 29. fighting tools and tips
  30. 30. PART 3 Toolbar: My Account
  31. 31. My Account is the default dashboard
  32. 32. this toolbar is its subheading
  33. 33. this toolbar is its subheading
  34. 34. there are 6 subheadings here
  35. 35. Let’s check each sub- heading in the next part
  36. 36. PART 3a My Account: Overview
  37. 37. click overview to get the dashboard
  38. 38. Paypal welcomes you through this greeting
  39. 39. this is your username
  40. 40. this is your account type
  41. 41. while this states your account’s status
  42. 42. and this lists sending and
  43. 43. withdrawing limits per transaction
  44. 44. just click the provided link to check it out
  45. 45. your Paypal balance is shown here
  46. 46. and this gives you a
  47. 47. summary of your account’s financial statement
  48. 48. if you need a currency converter
  49. 49. click the provided link here
  50. 50. this box gives you important notifications
  51. 51. this section gives history of
  52. 52. your recent financial activities
  53. 53. click here to view payments received
  54. 54. and you will be directed to History
  55. 55. to view your received payments
  56. 56. click here to view payments sent
  57. 57. and you will also be directed to History
  58. 58. to view your sent payments
  59. 59. PART 3b My Account: Withdraw
  60. 60. click withdraw to check your options
  61. 61. a table will open in the window
  62. 62. showing you available withdrawal options
  63. 63. withdraw funds to your bank account
  64. 64. or withdraw funds to your card
  65. 65. these are the required processing
  66. 66. time per option selected
  67. 67. and these are the processing fees
  68. 68. let’s say you choose to withdraw
  69. 69. to your bank account
  70. 70. but you haven’t link your bank account to Paypal yet
  71. 71. Don’t worry. Here’s what you need to do.
  72. 72. go back to Overview
  73. 73. click Profile
  74. 74. click Add / Edit Bank Account
  75. 75. this window will open
  76. 76. read the guidelines provided by Paypal
  77. 77. before adding a bank account
  78. 78. make sure Philippines appears here
  79. 79. check the name on the account
  80. 80. insert the name of your bank
  81. 81. insert the 9-digit bank code
  82. 82. check the corresponding PHL bank code Bank Name Bank Code Bank of the Philippine Islands (BPI) 10040018 Banco de Oro (BDO) 10530667 Metropolitan Bank & Trust Co. (Metrobank) 10269996 Union Bank of the Philippines 10419995 Security Bank 10140015
  83. 83. for your bank using this table Bank Name Bank Code Bank of the Philippine Islands (BPI) 10040018 Banco de Oro (BDO) 10530667 Metropolitan Bank & Trust Co. (Metrobank) 10269996 Union Bank of the Philippines 10419995 Security Bank 10140015
  84. 84. insert your account number here
  85. 85. and re-insert your account number here
  86. 86. click Continue when done
  87. 87. this window will open for assessment
  88. 88. check all the details if they are correct
  89. 89. If you need to change a detail
  90. 90. click edit
  91. 91. when everything’s ok, click Save
  92. 92. you are now ready to withdraw some funds
  93. 93. again,click the withdraw button
  94. 94. withdraw funds to your bank account
  95. 95. by clicking the link
  96. 96. this window will open
  97. 97. take note of the minimum withdrawal
  98. 98. amount by checking the link
  99. 99. you will be redirected here
  100. 100. take note of the cost per transaction
  101. 101. insert an amount to be withdrawn
  102. 102. choose a bank account
  103. 103. click Continue to process the withdrawal
  104. 104. what if you choose to withdraw
  105. 105. funds to your card?
  106. 106. but you haven’t link any debit card to Paypal yet
  107. 107. Don’t worry yourself. Here’s what you should to do.
  108. 108. go back to Overview
  109. 109. click Profile
  110. 110. click Add / Edit Credit Card
  111. 111. this window will open
  112. 112. check the reminders from Paypal
  113. 113. to be accepted, debit card must
  114. 114. have a Visa or Mastercard logo
  115. 115. check the name inserted here
  116. 116. select a card here
  117. 117. check the address provided here
  118. 118. often, it stores the corresponding
  119. 119. billing address of the card you added
  120. 120. or you can add another new address
  121. 121. click Add Card to complete the process
  122. 122. and you are now ready to withdraw some funds
  123. 123. again, click withdraw
  124. 124. click withdraw funds to your card
  125. 125. this window will open
  126. 126. take note of the minimum withdrawal
  127. 127. amount by checking the link
  128. 128. you will be redirected here
  129. 129. take note of the cost per transaction
  130. 130. also, check Paypal’s reminder here
  131. 131. click the link
  132. 132. this pop-window will open
  133. 133. read the additional guidelines from Paypal
  134. 134. insert an amount of money here
  135. 135. choose a card where to withdraw
  136. 136. and click Continue to complete transaction
  137. 137. PART 3c My Account: History
  138. 138. click history to view recent activity
  139. 139. this window will open showing all activity
  140. 140. looks familiar?
  141. 141. Yes, we’ve already discussed a little bit of history earlier.
  142. 142. going back, this window will allow
  143. 143. you to check all your account’s activity
  144. 144. this section gives your account’s balance
  145. 145. click Select to find specific time frame
  146. 146. or you can manually set it by clicking here
  147. 147. click show to complete the search
  148. 148. a table of the activities will be provided below
  149. 149. this column lists all dates
  150. 150. this column categorizes transactions
  151. 151. this column lists where the
  152. 152. transaction came from
  153. 153. this column describes the payment status
  154. 154. this column states the gross amount
  155. 155. while this column states the fee
  156. 156. and finally this column gives the net amount
  157. 157. for every completed transaction
  158. 158. Paypal provided glossary for payment status
  159. 159. you can check them out for guidance
  160. 160. you can personalize your search by clicking Filters
  161. 161. moving forward, using recent activity is
  162. 162. pretty much the same as using all activity
  163. 163. If in case you already have a lot of transactions
  164. 164. click find a transaction instead
  165. 165. insert a word in search
  166. 166. select a category here
  167. 167. insert dates to accompany the search
  168. 168. check / uncheck currency type
  169. 169. and click search to complete the inquiry
  170. 170. PART 3d My Account: Profile
  171. 171. click profile to add / edit details
  172. 172. this window will open
  173. 173. for personal information, check the categories
  174. 174. make sure all details are correctly listed
  175. 175. alter your password
  176. 176. and security questions here
  177. 177. take note of your assigned merchant ID
  178. 178. Paypal assigned you with an ID
  179. 179. click My money to check details
  180. 180. about your bank account and cards
  181. 181. click My settings to set general details
  182. 182. let’s go back to profile
  183. 183. check the dropdown menu
  184. 184. click Add / Edit email
  185. 185. this window will show your email addresses
  186. 186. choose one and make it primary
  187. 187. click confirm to complete the process
  188. 188. click Add for an additional email address
  189. 189. back to profile, click
  190. 190. Add /Edit bank account
  191. 191. select a bank
  192. 192. click remove to delete the account
  193. 193. or click add to set another bank account
  194. 194. back to profile,click
  195. 195. Add / Edit Credit Card
  196. 196. this window shows your verified cards
  197. 197. click Edit to make changes on details
  198. 198. click Remove to delete the card
  199. 199. click make primary to set card as such
  200. 200. click Add for another card
  201. 201. back to profile,click
  202. 202. Add / Edit Street Address
  203. 203. double check your addresses here
  204. 204. often, Paypal lists your billing address
  205. 205. per credit or debit card
  206. 206. select an address and click Make home
  207. 207. and we are done with setting up your account

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