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Payflow Pro and Payflow Link Manager Merchant Interface Tutorial. Manager Overview – What’s new?. New Features & Benefits: New Homepage ‘Account At a Glance’ Business Activity Center & Services Summary Information - PowerPoint PPT Presentation
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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
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