paypal tutorial: how to open and set- up your account

How to Use

Paypal (Tutorial Part 1)

this is Paypal

shop safe, without

worries

PART 1

Opening your Account

go to

www.paypal.com

insert your email

address

and your password

to login

click the login

button

you will be directed

to the dashboard

Don’t have an

account yet?

click the sign-up

button

You will be

redirected here

Choose Personal

and click Get

Started

proceed to the

sign-up process

upon completion,

login to your account

PART 2

Elements of your Online Account

this is the paypal

logo

click this anytime

and you will always

be redirected here

this is the

navigational toolbar

you can select

several options here

to help you with your

business

this is an additional

toolbar

for asking help and

signing out

click to log out of

your account

click Help for

customer support

click Security

Center for fraud-

fighting tools and

tips

PART 3

Toolbar: My Account

My Account is the

default dashboard

this toolbar is its

subheading

this toolbar is its

subheading

there are 6

subheadings here

Let’s check each sub-

heading in the next part

PART 3a

My Account: Overview

click overview to

get the dashboard

Paypal welcomes you

through this greeting

this is your username

this is your account

type

while this states your

account’s status

and this lists sending

and

withdrawing limits per

transaction

just click the provided

link to check it out

your Paypal balance

is shown here

and this gives you a

summary of your

account’s financial

statement

if you need a

currency converter

click the provided link

here

this box gives you

important notifications

this section gives

history of

your recent financial

activities

click here to view

payments received

and you will be

directed to History

to view your received

payments

click here to view

payments sent

and you will also be

directed to History

to view your sent

payments

PART 3b

My Account: Withdraw

click withdraw to

check your options

a table will open in

the window

showing you available

withdrawal options

withdraw funds to

your bank account

or withdraw funds

to your card

these are the

required processing

time

per option selected

and these are the

processing fees

let’s say you

choose to withdraw

to your bank

account

but you haven’t link

your bank account

to Paypal yet

Don’t worry. Here’s

what you need to

do.

go back to Overview

click Profile

click Add / Edit Bank

Account

this window will open

read the guidelines

provided by Paypal

before adding a bank

account

make sure Philippines

appears here

check the name on

the account

insert the name of

your bank

insert the 9-digit bank

code

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

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

insert your account

number here

and re-insert your

account number here

click Continue when

done

this window will open

for assessment

check all the details if

they are correct

If you need to change

a detail

click edit

when everything’s ok,

click Save

you are now ready

to withdraw some

funds

again,click the

withdraw button

withdraw funds to

your bank account

by clicking the link

this window will open

take note of the

minimum withdrawal

amount by checking

the link

you will be

redirected here

take note of the

cost per transaction

insert an amount to

be withdrawn

choose a bank

account

click Continue to

process the withdrawal

what if you choose

to withdraw

funds to your card?

but you haven’t link

any debit card to

Paypal yet

Don’t worry

yourself. Here’s

what you should to

do.

go back to Overview

click Profile

click Add / Edit

Credit Card

this window will open

check the reminders

from Paypal

to be accepted, debit

card must

have a Visa or

Mastercard logo

check the name

inserted here

select a card here

check the address

provided here

often, it stores the

corresponding

billing address of the

card you added

or you can add

another new address

click Add Card to

complete the process

and you are now

ready to withdraw

some funds

again, click withdraw

click withdraw

funds to your card

this window will open

take note of the

minimum withdrawal

amount by checking

the link

you will be

redirected here

take note of the

cost per transaction

also, check Paypal’s

reminder here

click the link

this pop-window will

open

read the additional

guidelines from Paypal

insert an amount of

money here

choose a card where

to withdraw

and click Continue to

complete transaction

PART 3c

My Account: History

click history to view

recent activity

this window will open

showing all activity

looks familiar?

Yes, we’ve already

discussed a little bit

of history earlier.

going back, this

window will allow

you to check all your

account’s activity

this section gives your

account’s balance

click Select to find

specific time frame

or you can manually

set it by clicking here

click show to

complete the search

a table of the activities

will be provided below

this column lists all

dates

this column categorizes

transactions

this column lists

where the

transaction came from

this column describes

the payment status

this column states the

gross amount

while this column

states the fee

and finally this column

gives the net amount

for every completed

transaction

Paypal provided glossary

for payment status

you can check them out

for guidance

you can personalize your

search by clicking Filters

moving forward, using

recent activity is

pretty much the same

as using all activity

If in case you already

have a lot of

transactions

click find a transaction

instead

insert a word in

search

select a category here

insert dates to

accompany the search

check / uncheck

currency type

and click search to

complete the inquiry

PART 3d

My Account: Profile

click profile to add /

edit details

this window will

open

for personal information,

check the categories

make sure all details

are correctly listed

alter your password

and security

questions here

take note of your

assigned merchant ID

Paypal assigned you

with an ID

click My money to

check details

about your bank

account and cards

click My settings to

set general details

let’s go back to profile

check the dropdown

menu

click Add / Edit email

this window will show

your email addresses

choose one and

make it primary

click confirm to

complete the process

click Add for an

additional email address

back to profile, click

Add /Edit bank

account

select a bank

click remove to delete

the account

or click add to set

another bank account

back to profile,click

Add / Edit Credit Card

this window shows

your verified cards

click Edit to make

changes on details

click Remove to

delete the card

click make primary to

set card as such

click Add for another

card

back to profile,click

Add / Edit Street

Address

double check your

addresses here

often, Paypal lists

your billing address

per credit or debit

card

select an address

and click Make home

and we are done

with setting up your

account