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Payflow Pro and Payflow Link Manager Merchant Interface Tutorial

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

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Payflow Pro and Payflow Link Manager Merchant Interface Tutorial

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  1. Payflow Pro and Payflow LinkManager Merchant Interface Tutorial

  2. 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. 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. Manager Home Page • Provides an overview of your account’s activity • New Message Center keeps you informed

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

  7. Transaction Search Capabilities

  8. Run Transaction Reports • Daily Reports • Custom Reports • Template & Scheduled Reports • Retrieve Reports

  9. Create Custom Reports

  10. 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. 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

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