Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.
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Transcript of Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.
![Page 1: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/1.jpg)
Payflow Pro and Payflow LinkManager Merchant Interface Tutorial
![Page 2: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/2.jpg)
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
![Page 3: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/3.jpg)
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.
![Page 4: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/4.jpg)
4© 2006 PayPal Inc.
Manager Home Page
Provides an overview of your account’s activity New Message Center keeps you informed
![Page 5: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/5.jpg)
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
![Page 6: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/6.jpg)
6© 2006 PayPal Inc.
Virtual Terminal Included in Manager
Process the occasional phone, fax, e-mail or in-person transaction using Virtual Terminal.
![Page 7: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/7.jpg)
7© 2006 PayPal Inc.
Transaction Search Capabilities
![Page 8: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/8.jpg)
8© 2006 PayPal Inc.
Run Transaction Reports
Daily Reports Custom Reports
• Template & Scheduled Reports• Retrieve Reports
![Page 9: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/9.jpg)
9© 2006 PayPal Inc.
Create Custom Reports
![Page 10: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/10.jpg)
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
![Page 11: Payflow Pro and Payflow Link Manager Merchant Interface Tutorial.](https://reader036.fdocuments.us/reader036/viewer/2022082710/56649e545503460f94b4afd4/html5/thumbnails/11.jpg)
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