In my last post on our complete guide to PayPal we began our review of the overview screen. Here, we’re going to finish going over the overview screen and then continue from there.
The overview screen contains a few more items that you will probably not use very often except maybe for one, and that is the file option. Next to each transaction, you will notice a little box on the left hand side that you can click in. By doing so, and then clicking on the form submit link that says “File Selected Items”, this particular item will no longer appear on your overview screen. If you have a lot of transactions in a short period of time, you may want to do this occasionally after reviewing each item or this information will really
start to build up. This way you can always see what the most current transactions are.
If you like, there is also a “File All” option which you can use if you want to file all the items on your overview screen. Other than that, you will see on the left hand side of your overview screen, a number of offers and announcements from PayPal. These are going to change on a daily basis so there is no point going over them. However, one thing you want to look out for are upgrade opportunities. For example, right now on my account is an opportunity to activate my PayPal mobile account, which I have no desire to do.
There are also enhancement options you will be given as well depending on what kind of account you have. Right now I still haven’t taken advantage of the PayPal debit and credit cards. I probably won’t only because I have no need to.
One thing you better read on this page is the policy updates. This is critical because if PayPal makes changes to their policies and you are unaware of them, you could end up violating their terms of service, which will ultimately end up getting your PayPal account terminated. To give you an example of this, a while ago, it was okay for a business to run an operation that paid out commissions on multiple levels, or what we commonly refer to as MLM or Multi Level Marketing. Well, the time came when PayPal finally decided that MLM programs would no longer be allowed to participate in the PayPal program. An announcement was made under policy updates. Many people, unfortunately, did not read this update. What ultimately happened is that they ended up having their funds frozen. In some cases it took up to 6 months to get them unfrozen. In almost all cases, they lost their PayPal privileges.
However, those who were smart and read the updates restructured their business to fall within the PayPal
guidelines or searched for other payment processor options.
In our next post on PayPal, we’re going to move on to the add funds screen on the My Account page. There’s still a lot more to cover but don’t worry. We’ll be taking things one step at a time so you don’t get confused and overwhelmed.
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