Using PayPal Website Payments Pro UK with ProductCart

Transcription

1 Using PayPal Website Payments Pr UK with PrductCart Overview... 2 Abut PayPal Website Payments Pr & Express Checkut... 2 What is Website Payments Pr?... 2 Website Payments Pr and Website Payments Standard... 3 Can I use Website Payments Pr with PayPal Standard?... 3 Where can I find help fr PayPal Standard?... 4 Using Website Payments Pr with PrductCart v Currency Features... 4 Activating Website Payments Pr... 4 PrductCart Cntrl Panel Settings fr WPP... 5 Testing Website Payments Pr:... 6 Switching between Test and Live Mde... 6 PayPal Website Payments Pr in yur Strefrnt... 7 Tw alternative payment ptins... 7 D I have cntrl n the Express Checkut buttn?... 8 Can I use ther PayPal lgs?... 8 Can/shuld I use PayPal Buy Nw buttns?... 9 Other questins abut Express Checkut... 9 Prcessing PayPal rders in PrductCart Synchrnizatin between PrductCart and PayPal Hw lng des it take t receive the funds?... 10

2 Overview With the acquisitin f PayFlw Pr and PayFlw Link frm VeriSign, PayPal currently ffers several different payment systems under the same umbrella. Fr a cmparisn amng the payment systems ffered by PayPal, please visit: This User Guide fcuses n PayPal Website Payments Pr. This payment system allws yu t Accept credit card payments n yur Web site, via PayPal. The custmer des nt leave yur stre, as they d with PayPal Standard. Offer an alternative checkut prcess called PayPal Express Checkut. The tw services are described in the fllwing chart. The bttm part f the chart refers t PayPal Express Checkut. The tp (credit cards), refers t Direct Payments as defined belw. This User Guide is intended t help users f PrductCart v3.1 and abve enable and cnfigure PayPal Website Payments Pr UK n their stre. Fr all infrmatin related t PayPal Website Payments Standard, PayPal Pay Flw Pr, PayPal Pay Flw Link, r previus versins f PrductCart, please t cnsult the PrductCart User Guide. This User Guide refers t features that were nt available in PrductCart befre versin 3.1. Fr mre infrmatin n WPP and/r t sign up, use this link: Abut PayPal Website Payments Pr & Express Checkut What is Website Payments Pr? Website Payments Pr (WPP) is an all-in-ne payment slutin that is cmprised f tw cmpnents: Express Checkut (Pay by PayPal) Express Checkut is similar t PayPal standard, in that the custmer leaves yur site t pay with PayPal and des nt have t pay using a credit card (e.g. custmers may pay using the funds that already exist in their PayPal accunts). Using PayPal Website Payments Pr with PrductCart Cpyright Early Impact LLC All Rights Reserved. Page 2 f 10

3 The difference between Express Checkut and PayPal Payments Standard is that with Express Checkut the custmer by-passes the lgin/registratin prcess that is part f PrductCart. With PayPal Standard, the custmer leaves yur Web stre at the payment step, after registering r lgging in, and after selecting shipping and ther checkut ptins. With Express Checkut, the custmer leaves yur stre at the time f checking ut. This means that custmers can use their PayPal accunt t checkut n different stres, withut having t register with each stre. Express Checkut is available in cnjunctin with Direct Payment, but can be used as a stand alne slutin. This means that yu can activate Express Checkut even if yu are nt using the Direct Payments prtin f Website Payments Pr. This scenari ccurs when yu are already using anther payment system fr taking credit card payments n yur Web site (i.e. anther payment gateway). Express Checkut buttns appear n yur checkut page and yur small shpping cart (if yu use ne in yur stre s graphical interface). See this sectin fr a graphical example. Direct Payment (Pay with credit card) Direct Payment is a Nn-PayPal Branded payment ptin and will appear t yur custmers as a standard credit card payment page, within yur stre. That is: custmer will nt leave yur stre t pay. In PrductCart, yu can simply name this payment ptin Credit Cards (r alike). There is n reference t PayPal n the payment page, and custmers never leave yur stre t be taken t the PayPal Web site. They remain n yur stre fr the entire checkut prcess. Please nte that if yu enable Direct Payment, PayPal Express Checkut will be enabled as well. The tw payment ptins are part f the same payment system. The cmbinatin f these tw payment ptins makes up PayPal Website Payments Pr. Fr mre infrmatin n WPP and/r t sign up, use this link: Website Payments Pr and Website Payments Standard PayPal Website Payments Standard lets custmers shp n yur website and checkut n PayPal. Website Payments Standard is the riginal PayPal. Website Payments Pr lets custmers shp and pay directly n yur website with credit cards. Payments Pr Credit Card frm within the stre YES NO Payments Standard Pay by PayPal n the PayPal Web site YES YES via Express Checkut standard PayPal payment Yu cannt have PayPal Website Payments Pr and Standard active n the same stre. This means that if yu want a credit card payment page n yur Web site pwered by PayPal (i.e. yu will use Website Payments Pr), yu cannt als activate PayPal Payments Standard. Can I use Website Payments Pr with PayPal Standard? N, the tw payment systems cannt cexist. Express Checkut (part f the WPP slutin) was designed t replace PayPal Standard within the WPP system. Nte that this is cmpletely utside f Early Impact s cntrl. This is hw PayPal designed Website Payments Pr. Using PayPal Website Payments Pr with PrductCart Cpyright Early Impact LLC All Rights Reserved. Page 3 f 10

4 Where can I find help fr PayPal Standard? Yu can find detailed infrmatin n PayPal Website Payments Standard inside the PrductCart User Guide and n PayPal s website. This dcument fcuses n activating and using Website Payments Pr. Fr mre infrmatin n WPP and/r t sign up, use this link: Using Website Payments Pr with PrductCart v3.1 Currency Features Internatinal Supprt with Multiple Currencies Bth Express Checkut and Direct Payment can set their default currency t any f the six regins listed belw t settle in the currency f rigin. Canadian Dllar Eur Pund Sterling US Dllar Yen Australian Dllar Merchants can additinally depsit and withdraw funds frm their PayPal accunt in ver 55 cuntries. Activating Website Payments Pr T activate Website Payments Pr in PrductCart fllw these steps: 1) Create and Verify a PayPal Business accunt. If yu already have a PayPal Business accunt, yu can skip this sectin and mve t (2). a) Custmers wh dn't have an existing PayPal accunt: G t t sign up. Make sure yu sign up fr a Business accunt, nt a persnal ne. Fllw the instructins n the PayPal site. b) Custmers wh already have a Persnal r Premier accunt: G t Click the Upgrade yur Accunt link. Click the Upgrade Nw buttn. Chse t upgrade t a Business accunt and fllw instructins t cmplete the upgrade. If yu haven't already dne s, add a bank accunt t becme a Verified member. Fllw the instructins n the PayPal site. This prcess may take 2-3 business days. 2) Apply fr Website Payments Pr a) Lg in t yur PayPal accunt and click the Overview sub tab. b) On the Set up yur payment slutin heading. c) Click G next t Website Payments Pr. Using PayPal Website Payments Pr with PrductCart Cpyright Early Impact LLC All Rights Reserved. Page 4 f 10

5 d) Fill in yur infrmatin, and submit yur applicatin. Apprval takes between 24 and 48 hurs. e) Once apprved, accept the Pr billing agreement. Check the Getting Started sectin n the upper left f yur accunt verview page. 3) Activate PayPal Website Payments Pr in the PrductCart Cntrl Panel. Ensure that yur stre is using the latest versin f PrductCart. a) Yu must be running PrductCart v3.1 r abve i) If yu are running an earlier versin, use the Check fr Updates feature in the PrductCart Cntrl Panel s start page t dwnlad the next available update. ii) Carefully review the ReadMe file that is included with the update fr detailed installatin instructins. iii) Repeat this step until yu are n lnger prmpted t dwnlad an update. b) Once yu are running PrductCart v3.1 (r abve), lg int yur Cntrl Panel. Frm the main menu select Payments > Add New Payment Optin. c) Under PayPal Payment Optins select Website Payments Pr. The fllwing sectins describes all the ptins that are shwn t yu when yu activate PayPal Website Payments Pr in the PrductCart Cntrl Panel. PrductCart Cntrl Panel Settings fr WPP Select Website Payments Pr (UK) frm the PayPal payment ptins presented t yu. The fllwing settings apply t bth Express Checkut and Website Payments Pr. The infrmatin that yu will be entering is yur accunt infrmatin, which is the same infrmatin yu use t lgin t yur accunt manager User Name: This is yur PayPal accunt user name that yu created during setup, r a user accunt that yu have granted permissin t prcess payments. Passwrd: This is yur PayPal accunt passwrd that yu created during setup. Partner: The partner name yu are asked fr will be PayPalUK. Vendr: This is yur PayPal Accunt Username that yu created during setup. Currency: This is the 3 digit currency cde that crrespnds t yur lcal currency (e.g. USD fr the United States). Select yur currency frm drpdwn menu. Transactin Type: Tells PayPal hw yu want t btain payment. Authrizatin (Recmmended) indicates that the transactin is nly authrized, but nt settled. The payment will be captured at a later time. Sale indicates that authrizatin and capture ccur at the same time. The sale is final. Enable Test Mde: Yu can enable r disable test mde. Nte that if the Website Payments Pr is in test mde, the strefrnt will autmatically fill in a randm credit card number accrding t the card type selected. See belw fr mre infrmatin abut using PayPal WPP in Test Mde. Enable Credit Card Security Cde: Every Credit Card has a 3 r 4 digit CVV Cde (als knwn as CVV2), which is a security cde designed fr yur safety and security. Check the bx abve and custmers are required t enter their Credit Card's CVV Cde. Nte: Yu must als enable CVV in yur PayPal Accunt. Using PayPal Website Payments Pr with PrductCart Cpyright Early Impact LLC All Rights Reserved. Page 5 f 10

6 Prcessing Fee: Yu can chse whether t charge an additinal transactin fee using the Prcessing Fee field. The fee can be either a flat charge r a percentage f the ttal rder amunt. Payment Name: Yu can change the descriptin that is shwn t yur custmers during checkut. Fr example, yu culd change Credit Card t Visa/MasterCard. Prcess Order when they are placed: We recmmend that yu set yur Transactin Type t Authrizatin and that yu DO NOT prcess rders when they are placed. This gives yu time t review each rder t ensure that it is accurate and legitimate, and then capture the funds when the shipment is ready. When rders are placed, set the payment status t: Fr PayPal Website Payments Pr this ptin shuld always be Default. Testing Website Payments Pr: Yu will prbably want t test PayPal Website Payments Pr s Direct Payments (credit card payments) n yur stre. Yu can d s by creating a test accunt. A PayPal PRO UK test accunt can be created in the fllwing way: G t the fllwing URL: ry=uk (make sure yu are currently lgged ut) Click Cntinue Lg int yur existing accunt if yu have ne, therwise click the 'sign up here!' buttn Fill ut the accunt creatin infrmatin, then click 'Cntinue' Chse yur Merchant Lgin name and passwrd and fill ut the rest f this page f infrmatin Yur Merchant Lgin name and passwrd will give yu access t yur Manager accunt On the next page Internet Merchant Accunt Applicatin yu will be asked fr financial infrmatin. Yu can Save & Clse ut f the applicatin flw at this pint as yur test accunt has been created. Visit and lgin with the test infrmatin yu just made The partner name yu are asked fr will be 'paypaluk' Merchant Lgin as per yur setup User can be left blank Passwrd We recmmend signing up fr a test accunt after yu have cmpleted the Live accunt sign up. Dn t perfrm bth at the same time. Switching between Test and Live Mde Lg int the PrductCart Cntrl Panel and select Payments > View/Mdify Payment Optins. Under PayPal Payment Optins select mdify Website Payments Pr, r Express Checkut. There is a checkbx called Test Mde that allws yu t easily switch between live and test (sandbx) mde. Make sure that yu use yur Test accunt credentials Make sure that these are different frm yur Live accunt credentials Using PayPal Website Payments Pr with PrductCart Cpyright Early Impact LLC All Rights Reserved. Page 6 f 10

7 PayPal Website Payments Pr in yur Strefrnt Tw alternative payment ptins As mentined earlier in this chapter, PayPal WPP includes tw separate payment system, which result int tw different payment ptins available t yur custmers: Express Checkut and Direct Payment. Hw are these payment ptins presented t yur custmers? Express Checkut: a new buttn is shwn n the View Shpping Cart page (viewcart.asp), as shwn in the image belw. The buttn is dynamically retrieved frm PayPal and cannt be changed. Direct Payment: a credit card frm that des nt carry any PayPal branding is shwn t custmers that wish t pay by credit card, after lgging in r registering (see image n next page). Using PayPal Website Payments Pr with PrductCart Cpyright Early Impact LLC All Rights Reserved. Page 7 f 10

8 D I have cntrl n the Express Checkut buttn? N. The Express Checkut PayPal buttns display autmatically in yur strefrnt after yu have activated Website Payments Pr r Express Checkut. Yu cannt change it. Please nte that this is cmpletely utside f Early Impact s cntrl. This is a PayPal plicy that aims at making sure that Express Checkut is cnsistent, and therefre easily recgnizable, n different Internet strefrnts. When yur custmers add items t their shpping cart, the Express Checkut buttn will be shwn just belw the standard PrductCart checkut buttn, as shwn in the image abve. If PayPal Express Checkut is the nly available checkut ptin, the default checkut buttn is hidden. Can I use ther PayPal lgs? Yes, yu can let custmers knw that yu accept PayPal n yur stre by als displaying ther lgs in yur stre s graphical interface. Fr example, yu culd add a lg t the fter f the stre. Here is a Using PayPal Website Payments Pr with PrductCart Cpyright Early Impact LLC All Rights Reserved. Page 8 f 10

9 link with infrmatin regarding acceptance lgs and slutins graphics. Make sure that yu adhere t the guidelines mentined n that page t be cmpliant with PayPal s requirements. Can/shuld I use PayPal Buy Nw buttns? N, these buttns are used when yu are nt using a shpping cart. If yu dn t have a shpping cart, yu can use PayPal s basic shpping cart t allw custmers t purchase prducts frm yu. Since yu are using a sphisticated shpping cart like PrductCart, PayPal s Buy Nw buttns are nt needed and shuld nt be used. Other questins abut Express Checkut The fllwing questins apply t Express Checkut. Since Express Checkut is an alternative checkut prcess that bypasses the default checkut steps that are part f a PrductCart-pwered stre, there are sme features that wrk differently cmpared t a standard checkut. When custmers checkut using PayPal Express Checkut 1. will my stre s shipping ptins be visible t them? Yes. All shipping ptins available in PrductCart will wrk with PayPal Express Checkut. 2. will my Gift Certificates and cupns wrk? Yes. All yur cupns and Gift Certificates will functin nrmally. Currently, the nly limitatin is that PrductCart cannt send yur discunt details t PayPal when discunts are invlved. The PayPal system des nt accept discunted (negative value) line items. S there will be n line item explaining what kind f discunt/cupn was applied. 3. will quantity discunts wrk? Yes, PayPal allws PrductCart t calculate the price. Currently, the nly limitatin is that PrductCart can nt send yur item details t PayPal when Categry Quantity Discunts are invlved. The PayPal system des nt accept discunted (negative value) line items. Prduct Quantity Discunts are applied t the unit price and therefre can be itemized in the PayPal system. 4. hw can I cntact the custmer that placed the rder? When a custmer registers with Express Checkut, PayPal sends limited infrmatin t yur stre fr rder prcessing 1. Using the infrmatin prvided, PrductCart will create a custmer accunt s it can recrd the rder in yur stre database. A randm passwrd will be generated if the custmer pts-ut f creating their wn passwrd. With Express Checkut passwrd selectin cannt be mandatry. Custmers that rdered using Express Checkut will be able t lg int their accunt at yur PrductCart-pwered stre with the passwrd they chse at checkut, r by requesting the randm passwrd via the Passwrd Reminder tl (e.g. they need t lg int their accunt t dwnlad an electrnic prduct purchased n yur stre). 5. Will custmers return t my stre after cmpleting the checkut prcess? Yes. When they use Express Checkut, they end up back n yur stre at the end f the checkut prcess. S all custmers will view yur stre s Order Cmplete page. When custmers pay by credit card (Direct Payment), they never leave yur stre. 1 When custmers checkut using Express Checkut, they select the payment methd that they wish t use after lgging int their Express Checkut accunt n the PayPal Web site. This means that the billing infrmatin is nt available t yur stre. When a custmer recrd is created by PrductCart as the rder is placed, the shipping address is used t fill in the custmer s billing infrmatin. Als nte that PayPal des nt require the custmer t enter a phne number when checking ut. This is an ptin in yur PayPal Settings. Thus, if yu have nt cnfigured this ptin a phne number may nt be available t yu. Nte, yu can als enfrce the phne number within PrductCart. See this FAQ: Using PayPal Website Payments Pr with PrductCart Cpyright Early Impact LLC All Rights Reserved. Page 9 f 10

10 6. will a small prduct image appear inside the PayPal shpping cart? N, PayPal des nt supprt prduct images at this time. 7. will my lg appear n the PayPal Screen? Yes. PayPal will display the lg used n yur invices. NOTE: This feature is nly available if yur stre uses SSL. 8. can I use Express Checkut if I m using anther payment gateway? Yes. Yu can use Express Checkut as an alternative checkut ptin, even if yu are nt using the Direct Payments prtin f Website Payments Pr because yu are already using anther payment ptin fr taking credit card payments n yur Web site (i.e. anther payment gateway). Prcessing PayPal rders in PrductCart Synchrnizatin between PrductCart and PayPal The steps invlved in the rder fulfillment prcess are identical when rders are placed using PayPal as they are when rders are placed using anther payment ptin available in yur PrductCart-pwered stre. Assuming that yu setup PayPal t authrize rders, but nt t charge them autmatically (recmmended 2 ), when an rder is placed using PayPal: The rder status is pending The payment status is authrized. PayPal rders have nt been captured. They have been authrized, and they will be charged by yu after yu review them. This is true unless yu setup yur PayPal accunt t Authrize & Capture, which it is nt recmmended. Orders placed with PayPal appear in PrductCart just like ther rders. After reviewing the rder, yu will need t capture it frm with yur PayPal manager ( Then, after verifying the capture was successful, return t PrductCart t prcess yur rder, just like yu d with any ther rder. The rder status will change t prcessed. Yu can ship the rder just like yu d with any ther rder. Hw lng des it take t receive the funds? Depending n hw yu set up yur PayPal preferences, rders will be either Authrized (recmmended) r Authrized & Captured when they are placed. If rders are authrized, yu will need t capture them, which is dne at the time an rder is prcessed. When rders are captured the crrespnding funds shuld immediately becme visible within yur PayPal business accunt. This smetimes takes lnger if the payment methd chsen by the custmer was e-check. If yu have any questins abut funds that are nt appearing in yur PayPal accunt, please cntact PayPal. 2 It is always recmmended that yu d nt charge & prcess rders in real time. Yu can authrize them in real time, but yu shuld charge them at a later time, after yu hare reviewed the rders fr accuracy and legitimacy. In additin, it ften happens that a custmer cntacts yu t have yu edit the rder after it has been placed (e.g. a different shipping ptin is needed). Using PayPal Website Payments Pr with PrductCart Cpyright Early Impact LLC All Rights Reserved. Page 10 f 10