Payflow Pro and Payflow Link Manager Merchant Interface Tutorial

Payflow Pro and Payflow LinkManager 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: https://manager.paypal.com

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 InfoAccount Contact infoProcessor InfoBilling Contact

SecurityAllowed IPTransaction SettingsPassword managementUser Roles

Virtual TerminalManual Transactions: SalesCreditVoidAuthorizationDelayed CaptureAuto Transactions

Search UtilitiesSearch by: Transaction ID, Batch ID, Account number, Comment, Ref. Transaction ID

ReportsDaily Activity ReportTransaction Summary ReportReporting API, Custom Report, Settlement Report, Shipping & Billing Report, Batch ID report.

Documentation & DownloadsTutorialsUser GuidesSDK (Pro only) Help

6© 2006 PayPal Inc.

Virtual Terminal Included in Manager

Process the occasional phone, fax, e-mail or in-person transaction using Virtual Terminal.

7© 2006 PayPal Inc.

Transaction Search Capabilities

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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