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Reference Guide

PayPal Express Checkout and/or Payments Pro

Use this module to enable any of the following PayPal services:

Express Checkout with API Credentials: Also requires only a standard PayPal account. This option permits refunds and voids, and can be configured for immediate or delayed capture. With delayed capture the funds are authorized when the customer completes the order, but you have to manually capture the funds when you edit an order.

PayPal Payments Pro:

To use this option you must set up a PayPal Payments Pro account (a merchant account) with PayPal, which requires an additional monthly fee.

  • Includes PayPal Express Checkout.
  • Supports refunds and voids.
  • Can be configured for immediate or delayed capture.
  • Gives your on-line store direct access to credit card transactions. When your customers go through checkout, they will see the PayPal Express Checkout option, but will also see options for Visa, MasterCard, Discover, and American Express.

Template Changes for PayPal Express Checkout

PayPal Express Checkout in Miva Merchant changed in PR8 Update 11.

  • If you did not use PayPal Express Checkout before PR8 Update 11, you don't have to do anything. All the changes that you need are included in PR8 Update 11.
  • If you were using PayPal Express Checkout in your store before PR8 Update 11, you have to make the template changes in the PR8 Update 11 Template Changes.

To Configure PayPal Express Checkout

Before you can complete the instructions in this section, you must have a "standard" free account with PayPal.

  1. Go to Menu> Payment > Add/Remove Modules > Available Modules tab.
  2. Click the Install button under PayPal Express Checkout and/or Payments Pro.
  3. In the PayPal Express Checkout and/or Payments Pro API Credentials tab:
  4. 3.1. Set the Operation Mode to Production.

    3.2. Select your Currency.

    Select the E-mail address to receive PayPal Payment radio button. Enter the email address associated with your PayPal account.

  5. Click Update.
  6. Select the Payment Settings > PayPal Express Checkout Tab and make any required changes.
  7. Click Update.

To Configure PayPal Express Checkout with API Credentials

Before you can complete the instructions in this section, you must:

  • Have a "standard" free account with PayPal.
  • Your PayPal account must be upgraded to use API access.
  • Paypal

  1. Go to Menu> Payment > Add/Remove Modules > Available Modules tab.
  2. Click the Install button under PayPal Express Checkout and/or Payments Pro.
  3. In the PayPal Express Checkout and/or Payments Pro API Credentials tab:
  4. 3.1. Set the Operation Mode to Production.

    3.2. Select your Currency.

    3.3. Select the API Credentials for payments and post-checkout operations radio button.

    3.4. Set the Account Type to Express Checkout.

    3.5. Set the API Username, API Password, API Authentication Method, and API Signature / Certificate. Please see Payment Settings > PayPal Express Checkout and/or Payments Pro API Credentials Tab.

  5. Click Update.
  6. Select the Payment Settings > PayPal Express Checkout Tab and make any required changes.
  7. Click Update.

To Configure PayPal Payments Pro

Before you can complete the instructions in this section, you must go to PayPal.com and setup a Payments Pro account. This is a merchant account that requires an additional monthly fee.

  1. Go to Menu > Payment > Add/Remove Modules > Available Modules tab.
  2. Click the Install button under PayPal Express Checkout and/or Payments Pro.
  3. In the PayPal Express Checkout and/or Payments Pro API Credentials tab:
  4. 3.1. Set the Operation Mode to Production.

    3.2. Select your Currency.

    3.3. Select the API Credentials for payments and post-checkout operations radio button.

    3.4. Set the Account Type to PayPal Payments Pro.

    3.5. Set the API Username, API Password, API Authentication Method, and API Signature / Certificate. Please see Payment Settings > PayPal Express Checkout and/or Payments Pro API Credentials Tab.

  5. Click Update.
  6. Select the Payment Settings > PayPal Express Checkout Tab and make any required changes
  7. Click Update.
  8. Select the Payment Settings > PayPal Payments Pro Tab and make any required changes.
  9. Click Update.

PayPal Express Checkout and/or Payments Pro API Credentials

Operation Mode: Production: Select this mode if you are ready to use one of the PayPal methods in your store.

Sandbox: Generally you would only select this mode if you are a developer and you want to test one or more of the PayPal payment methods. Before you can use sandbox mode, you must go to developer.paypal.com and sign up for a Sandbox account.

Currency: Select the currency for payments that you receive. Usually this matches the currency you have set for your store (see Edit Store > Settings > Currency Formatting drop-down list.)

E-mail address to receive PayPal Payment: Select this option if you want to enable only PayPal Express Checkout. Enter the email address associated with your PayPal account.

Account Type: Express Checkout: Select this option if you want to use Express Checkout with API Credentials.

PayPal Payments Pro: Select this option if you want to use PayPal Payments Pro.

API Username: The API credentials, username, password, authentication method, and signature/certificate are used by PayPal to authenticate your online store and your shopping carts. You create these credentials when you either:

  • Update your standard PayPal account for API Access.
  • Create a PayPal Payments Pro account.

API Password: See API Username.

API Authentication Method: Select Signature unless PayPal has specifically instructed you otherwise. This is the method that PayPal uses to authenticate your store's shopping cart to prevent someone spoofing or otherwise tampering with a cart or payment.

API Signature / Certificate: See API Username.

PayPal Express Checkout

Transaction Mode: Immediate Sale: Select this option to have capture occur immediately. Note that this field is greyed out and selected by default if you selected "Email address to receive PayPal Payment radio button" in the "PayPal Express Checkout and/or Payments Pro API Credentials" tab.

Authorization with Delayed Capture:

If you select this option, authorization will happen immediately, but the funds will not be captured until you manually edit the order in the Miva Merchant admin and click the Capture button.

Note that these settings also affect you when you manually create an order. For example:

  1. Set the Transaction Mode to Immediate Sale.
  2. Manually create an order.
  3. Edit the order and click the Authorize button. In the Authorize dialog box, select a payment type associated with PayPal Payments Advanced and click OK.
  4. In the Edit Order screen, you can see that the Capture button is greyed out and the funds were automatically captured after authorization.

Enable In Context Checkout:PayPal's in-context checkout is similar to the in-line checkout used by Amazon Payments. If you enable this feature, customers can log into their PayPal accounts and make shipping and payment selections without leaving your store. If you do not enable this feature, the customer is redirected to a PayPal web page to login and select shipping and payment. Tracking tools, such as Google Analytics, cannot track your customers when they are on a PayPal page.

PayPal's in-context checkout is a little different from Amazon's.

Order Details

When you use the PayPal in-context feature:

  • The customer does not leave your store during authorization or checkout.
  • The customer logs into their PayPal account with a popup window that appears on top your store page.
  • Information is taken from the customer's PayPal account, placed into a standard Miva Merchant page (OCST, in the example above) and can be edited.

When you use the Amazon Payments in-line feature:

  • The customer does not leave your store during authorization or checkout.
  • Your store page has a "widget" (a type of control) built into it. These page widgets let your customer log into their Amazon account and select shipping and payment information.
  • Information is taken from the customer's Amazon account, placed in a custom Miva Merchant page (Amazon Payments - OCST, in this example) and cannot be edited.

Display PayPal Credit Button: PayPal Credit is a credit product from PayPal. If you enable this feature, a PayPal Credit Button will appear in the Basket Contents screen (BASK) as a payment option.

Packaging Rules

The PayPal Credit feature currently does not support in-context verification or in-context authorization. If the customer selects PayPal Credit, they:

  1. Are redirected to a PayPal page where they login to their PayPal account.
  2. Make their shipping and payment selections.
  3. Return to your store to complete checkout.

Use Customer's PayPal Shipping Address for Miva Merchant Orders: Use Customer's PayPal Shipping Address for Miva Merchant Orders: Select this option if you want to use the customer's PayPal shipping address as the destination address.

Send Order Details: If you select this option, all items, quantities and prices in the order are sent to PayPal. If you do not select this option, only the order total is sent to PayPal.

Order Description: Whatever you enter in this field will show up in the customer's PayPal account as a note for the transaction.

Order Review Message: When the customer returns to your on-line store after paying with PayPal, they see a confirmation page right before the invoice page, which will show whatever text you enter in this field.

Until the customer clicks the OK button in the confirmation page in your online store, they haven't authorized payment. The "authorization" in the customer's PayPal account just authorizes your on-line store to complete a transaction with the customers PayPal account. It doesn't authorize the fund transfer.

Locale: Select the country where your account with PayPal was created. If you were in the United States when you created your PayPal account, select "United States".

Page Style: This field and the fields below give you some minor control over the PayPal login screen that the customer will first see if they select PayPal Express as the payment method. Whatever page style template you selected in your merchant's PayPal account, you should enter here.

Header Image URL: Enter a server path to an image, or use the upload button to upload an image to your store server. The image that you reference here will show up at the top of the PayPal login screen when your customer chooses to pay with PayPal. The max image size is 750x90 pixels.

Header Border Color: Enter a 6 digit hex number. That color will be used as the header border color in the PayPal login screen when your customer chooses to pay with PayPal.

Header Background Color: Enter a 6 digit hex number. That color will be used as the header background color in the PayPal login screen when your customer chooses to pay with PayPal.

Page Background Color: Enter a 6 digit hex number. That color will be used as the page background color in the PayPal login screen when your customer chooses to pay with PayPal.

PayPal Express In-Context Checkout

If you enable the PayPal Express in-context checkout, the checkout screens in your store will look slightly different to the customer.

Packaging Rules

In the Basket Contents screen (BASK), the customer clicks the "Checkout with PayPal" button.

Paypal

While they are still in the Basket Contents screen (BASK), the customer enters their PayPal credentials in a popup window and clicks the Log In button.

Paypal

Another popup window opens in front of the Basket Contents screen. The customer makes their "ship to" and "pay with" selections and clicks the Continue button.

Paypal Order Details

The customer returns to the Order Details screen (OCST) in your store. The Ship To information that the customer selected from their PayPal account is populated into this screen an can be edited. The customer clicks the Continue button when they are done.

Shipping Payment

The payment information that the customer selected from their PayPal account is populated into the Shipping/Payment screen (OSEL). The customer can edit the information and clicks the Continue button when they are done.

Payment Info

Payment Info

The customer sees the standard Payment Information confirmation screen (OPAY). The customer clicks the Continue button to confirm that the order is correct.

Invoice

The customer sees your invoice screen (INVC).

PayPal Express Credit

PayPal Credit in Miva Merchant currently does not support in-context checkout.

Paypal Credit

The customer goes to the Basket Contents page (BASK) and clicks the PayPal Credit Button.

Test Store

The customer leaves your store and goes to a PayPal page. If the customer already has PayPal Credit set up in their PayPal account (as in this case) they are asked to enter their credentials. If the customer does not have a PayPal Credit account, they are taken to a page to apply for one.

Test Store

At a PayPal page, the customer selects their billing and payment options and clicks the Continue button.

Order Details

The customer returns to the Order Details screen (OCST) in your store. The Ship To information that the customer selected from their PayPal account is populated into this screen an can be edited. The customer clicks the Continue button when they are done.

Payment Info

The payment information that the customer selected from their PayPal account is populated into the Shipping/Payment screen (OSEL). The customer can edit the information and clicks the Continue button when they are done.

Payment Info

The customer sees the standard Payment Information confirmation screen (OPAY). The customer clicks the Continue button to confirm that the order is correct.

Payment Info

The customer sees your invoice screen (INVC).

PayPal Payments Pro

Send Order Details: If you select this option, all items, quantities and item prices in the order are sent to PayPal. If you do not select this option, only the order total is sent to PayPal.

Transaction Mode: Immediate Sale: Select this option to have authorization and capture occur immediately. Note that this field is greyed out and selected by default if you selected "E-mail address to receive PayPal Payment radio button" in the "PayPal Express Checkout and/or Payments Pro API Credentials" tab.

Authorization with Delayed Capture: If you select this option, authorization will happen immediately, but the funds will not be captured until you manually edit the order in the Miva Merchant admin and click the Capture button.

Note that these settings also affect you when you manually create an order. For example:

  1. Set the Transaction Mode to Immediate Sale.
  2. Manually create an order.
  3. Edit the order and click the Authorize button. In the Authorize dialog box, select a payment type associated with PayPal Payments Advanced and click OK.

In the Edit Order screen, you can see that the Capture button is greyed out and the funds were automatically captured after authorization.

Available Payment Methods: Select the payment methods that you want to offer your customers during checkout.

Require CVV2 in Administrative Interface: This option only affects you when you are manually creating an order through the Miva Merchant admin interface. If you enable this option, you must enter a CVV2 number in the Authorize dialog box when you create or edit the order. If you do not enable this option, the Authorize dialog box will still have a CVV2 field, but you can ignore it.

Order Description: Whatever you enter in this field will show up in the customer's PayPal account as a note for the transaction.

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