Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.

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Presentation transcript:

Payflow Pro and Payflow Link Manager Merchant Interface Tutorial

2 © 2006 PayPal Inc. Manager Overview – What’s new?  New Features & Benefits:  New Homepage ‘Account At a Glance’  Business Activity Center & Services Summary Information  Messaging & Instant Alerts Center Security (Product Announcements, Outage Information)  Upgrade / Service Customization Area (New Banner Ad Look and Feel)  User-Friendly Navigation System  Page-Sensitive HELP System  Separate ‘Downloads’ & ‘Documentation’ areas  Access to Advanced Reports and new Reporting API  New Manager URL:

3 © 2006 PayPal Inc. What is Manager?  The Merchant’s Account Management Interface for the Payflow gateway  Used for managing all Payflow account information, obtaining Software Development Kit downloads & documentation, managing security settings, processing manual transactions, and running real-time reports.

4 © 2006 PayPal Inc. Manager Home Page  Provides an overview of your account’s activity  New Message Center keeps you informed

5 © 2006 PayPal Inc. Manager Home Page Contents Account Info Account Contact info Processor Info Billing Contact Security Allowed IP Transaction Settings Password management User Roles Virtual Terminal Manual Transactions: Sales Credit Void Authorization Delayed Capture Auto Transactions Search Utilities Search by: Transaction ID, Batch ID, Account number, Comment, Ref. Transaction ID Reports Daily Activity Report Transaction Summary Report Reporting API, Custom Report, Settlement Report, Shipping & Billing Report, Batch ID report. Documentation & Downloads Tutorials User Guides SDK (Pro only) Help

6 © 2006 PayPal Inc. Virtual Terminal Included in Manager Process the occasional phone, fax, or in- person transaction using Virtual Terminal.

7 © 2006 PayPal Inc. Transaction Search Capabilities

8 © 2006 PayPal Inc. Run Transaction Reports  Daily Reports  Custom Reports Template & Scheduled Reports Retrieve Reports

9 © 2006 PayPal Inc. Create Custom Reports

10 © 2006 PayPal Inc. Manager Account Security & Access Controls  Manage Account Passwords  Specify separate passwords for PayPal Manager users and a different password for Payflow Pro transactions.  Control access to your account by specifying Allowed IP addresses.  Create & Restrict various users for PayPal Manager access.  Transaction Settings

11 © 2006 PayPal Inc. Add Users and Assign User Roles  Create additional account users with four levels of access:  Admin = All Account & Transaction Access  All Transactions = No Account but All Transactions  Limited Transactions = No Credit Transactions  Read only = No Transactions