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