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Customizing Thank You MessagesTo change the text on the Thank You page at checkout and in the Email Confirmation that goes out to customers, you would click on the “Settings” link in the Site Manager. The field “Order Confirmation Message” is what the customer would see in their email and the “Order Thank You Page Text” is what they would see
on the final page at checkout.
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Getting Started with PayPalPayPal allows you to take payments without having a merchant account. Paypal also offers merchant accounts that allow you to take credit card payments. But a Paypal merchant account is completely different from a Standard or Business Paypal account that allows your customers to pay you from their Paypal accounts.
The advantages are that some people prefer to pay with PayPal so they don't need to give out their credit card number. Also, with a Paypal Website Payments Standard account, you do not have to pay the monthly fee that is associated with a Merchant Account. The negative with PayPal is that a significant percentage of shoppers are used to paying directly with their credit card. The PayPal-only option could be deterrent for them.
To get started with PayPal Website Payments Standard:
1. Go to https://www.paypal.com/cgi-bin/webscr?cmd=_wp-standard-overview-outside
2. Click the Start Now link on the right side of the page. Follow the instructions for entering the information.
3. When you register for the account, you will be sent a verification email. Be sure to use an address that you know will come ot your email box. If you need us to set up an address for you at your domain, just let us know.
4. Once you have verified your account, you are ready to receive payments. Go to your MightyMerchant Site Manager and click "settings" and then "Payment Options".
5. Check the PayPal check box and enter your Paypal email address. You can also enter a custom shipping instructions that will only be displayed for customers who choose Paypal as their payment method. Click Save Settings.
Now when shoppers go to your site, there will be an option to pay with PayPal. If they do so, they will see a link that will automatically take them to the PayPal website to complete their payment. When they submit the payment at Paypal, the funds will be transferred into the destination account that you specified in your Paypal account settings.
You will receive an email confirmation when the Paypal payment has gone through.
Please note that you should not consider a payment complete until you receive the confirmation from PayPal. PayPal orders will show up in your MightyMerchant Order Manager as unpaid until you change the status.
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Processing Payments with a PayPal Merchant AccountPaypal now offers merchant accounts for processing credit card transactions. A Paypal merchant account allows you to process transactions for customers who want to pay directly by credit card (such as their Visa, Mastercard, or American Express card).
It is important for you to realize that customers can also elect to pay you through their Paypal account. When a customer pays you with their Paypal account it is a completely different process than when customers elect to pay you with a credit card and you process that credit card through your Paypal Merchant Account. The differences are explained below.
Processing Payments With Your PayPal Merchant Account When the Customers Pays by Credit Card
Here are the steps for processing a payment with your Paypal Merchant Account. You will use these steps when a customer pays on your site by credit card.
1. The customer orders on your site.
2. You receive a MightyMerchant email confirmation indicating that the payment type is Visa, Mastercard, or Amex.
3. You log into your secure email account and retrieve the credit card number. Instructions are available at: support.mightymerchant.com/home/doc/page_812
4. Go to https://manager.paypal.com, log into your account, and enter the transaction.
5. If you have your Paypal account set up to send confirmation emails, you should receive an email confirming that the transaction was approved.
6. You can now process your order for the customer.
Processing Orders When the Customer Pays By Paypal
Here are the steps for processing an order when the customer selects PayPal as the payment method.
1. The customer orders on your site.
2. You receive a MightyMerchant email confirmation indicating that the payment type is PayPal.
3. You should also receive an email confirmation from Paypal that the customer has completed the payment via Paypal. If you have not received the email confirmation it means that the customer has not completed their payment. Typically a customer will click the link in their order confirmation email and complete the payment immediately. However, it is possible that they will elect to wait to complete the transaction.
4. Once you have received an email confirmation from Paypal you can process the order for the customer. Do not process the order until you have received confirmation. If the customer claims they have paid, but you have not received an email, you can go to paypal.com and log into your account and verify whether you have received any payment.
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Setting Up Payment OptionsOverview
The payment methods you choose on the Payment Options page are the payment methods that will be available to your customers during checkout.
The message the customer sees on the browser order confirmation page and the confirmation email will be specific to the method they choose. You can customize these messages as necessary.
To set up payment methods for your website, click on "settings", then Payment Options:
Available Payment Methods
Paypal
a. If you would like to offer Paypal, but don't have a Paypal merchant account, you can use the link provided to Sign Up for a Paypal Account. You will want to sign up for the Website Payments Standard, NOT Paypal Pro.
b. If you already have a Paypal merchant account, enter the email address you used to sign up for your account.
c. There is a default message regarding completing payment at the Paypal website, along with a button to the Paypal payment page that is already set up for the Paypal method. You only need to add an additional message if there are additional instructions you would like to give regarding using Paypal on your website.
2. Custom Payment Methods
a. Use this area to set up payments with checks, money orders or purchase orders. You can also create up to 3 additional custom payment methods.
b. It's a good idea to include some extra instructions for the confirmation email for your custom payment methods, such as where to mail a check, etc. Remember, these instruction appear AFTER an order is placed.
3. Credit Card Payments
a. Check off which credit cards you accept.
b. A message for the email confirmation is optional. Most online customers are familiar with using credit cards.
c. Check off whether you will be processing credit cards manually.
d. If you are doing auto-payment processing through a merchant account, designate the gateway you are using and enter the information specific to your gateway.
If you are using Authorizenet, you will need to enter the API Login ID obtained from the Authorizenet website when you set up your transaction key (see instructions below).
e. Important: If you will be requiring the credit card security code, please let someone at MightyMerchant know, so this feature can be added.
More on Merchant Account Gateways
Gateway Settings
For all gateways, be sure your account is set to active, rather than test mode. We also recommend turning off the email confirmations sent through the gateway since your customers will already receive an email confirmation from your website when they place their order.
Your gateway's website will have help menus that can assist you with set up.
Authorizenet
Authorizenet requires you to enter an API Login and set up a Transaction Key. Click here to learn more on obtaining your API Login and setting up a transaction key.
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Setting Up Element Payment GatewayInitial Set Up
In order to set up Element Payment Gateway on your website, you will need the credentials from your Element account. To retrieve the information:
-Log into your Element Virtual Terminal
-Click the "Virtual Terminal" Tab
-Click the "Profile" tab
In another window, login to the MightyMerchant site manager.
-Click the "settings" link at the top of the page.
-Click the "set up payment gateway" link.
-Check Element PS, then the Edit button
-Copy and paste the Account Credentials into the MightyMerchant Site Manager
-Choose a transaction type
Element Transaction Type
Settings
Authorize
An authorization places a hold on a cardholder's available balance to cover
the payment. You will then need to manually capture the payment to complete the
process of charging the cardholder and remitting payment to your business.
You might choose this option if, for example, you have items that you will
not ship right away and only want to charge the customer's card when items are
shipped. The length of time you have to capture a payment is entirely up to the
card issuer, but the industry average is seven days for credit cards and three
days for debit cards.
Authorize & Capture (sale)
The credit card payment, if approved, is authorized and automatically
captured and will be deposited to your account once daily.
PASS
This option allows you to retain the customer's credit card information for
longer periods of time. New payments can be charged to the card without manually
entering the customer's credit card info. You might choose this option if you have recurrent billing, or always need
to add shipping charges to an order that has already been placed.
Please Note: The PASS option is something you will need to set up with Element before implementing on your website.
Credit Cards Accepted/Graphics to Show
Be sure to check off the credit cards you accept.
-Click "Save"
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Reviewing Element Payment Gateway OrdersWhen you receive an order, you'll want to review the following in the Order Manager ("orders"):
1. Check Order/Billing Status Combination
New/Paid: The credit card payment processed successfully.
New/Authorized: The credit card has been authorized, but you will still need to capture the payment on the order edit page under Payment History.
Partial Order Status: An order with a status of 'Partial' was not fully processed. Either the credit card was declined and the customer chose not to order, or the web site malfunctioned in the middle of processing the order.
You should determine if you want to process this order by verifying whether you received payment and/or contacting your customer to get payment information.
To complete processing the order, click the camera icon under the order number and follow the instructions on screen.
2. Review the Order
Click on the order number to see detailed information about an order. From this page you will be able to:
- update order status and billing status
- create receipt or packing slip pdfs
- edit notes used for receipts and packing slips
- review customer order history and customer account
- adjust merchandise and shipping amounts
3. Review Payment History
If you are using the Element Payment gateway you will also be able to review the payment specifics for an order.
If your Element gateway settings are set to "Authorize and Capture (sale)":
- an approved credit card will have a status of "Approved"
- under Actions you will have the option to "void" the entire order or "credit" a partial or entire order amount
- if you make adjustments to merchandise or shipping totals, you can create a "New Payment", but you must manually enter the customer's credit card information.
If your Element gateway settings are set to "Authorize":
- you will need to click the "capture" link under the Actions column in order to complete processing of the credit card. The length of time you have to capture a payment is entirely up to the card issuer, but the industry average is seven days for credit cards and three days for debit cards.
- after a payment is captured, under Actions you will have the option to "void" or "credit" the entire order amount
- if you make adjustments to merchandise or shipping totals, you can create a "New Payment", but you must manually enter the customer's credit card information.
If you have PASS set up:
- you may need to capture the order, depending on your transaction type setting
- you can create a "New Payment" using the stored credit card information
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Setting Up Authorizenet GatewayHow it WorksSee Authorize.net's Credit Card Processing Diagram. Just click on “Step 1” then “Step 2” and so on.
Gateway SettingsFor all gateways, be sure your account is set to active, rather than test mode.
Your gateway's website will have help menus that can assist you with set up.
Click here learn more about Authorizenet security settings.
Authorizenet API Login and Transaction KeyOnce your merchant account has been approved, you will receive an email with the login information for your Authorizenet account. The first thing you need to do is log into the account, and fill out the initial registration page. You will be asked to generate a secret question and provide the answer. You will need to have the answer available in the future if you need to update your account. Then you will need to obtain an API Login ID and a transaction key from your Authorizenet account.
Here are the steps for getting up and running with Authorizenet:
Log in to your account at https://secure.authorize.net
If this is the first time you have logged in, fill out the form on the intial page, read over the license, and if the terms are agreeable, click to accept the agreement.
Navigate to Account > Settings > Security Settings > API Login ID and Transaction Key.
You will be prompted to create a transaction key. Once you have generated the key, you should jot down the API Login ID and copy the transaction key that you will paste into the Site Manager.
Entering API Login and Transaction Key into Your Site Manager
Version 4.xIn the MightyMerchant Site Manager, go to "settings" > Set Up Payment Gateway. Check off Authorizenet, then click Edit. Enter your API Login ID in the Merchant Login field, then paste the transaction key in the transaction key field. Set other information as desired, then click Save.
Version 3.xIn the MightyMerchant Site Manager, go to "Settings", then "Payment Options", check off the credit cards you accept, check off the Authorizenet checkbox and enter your API Login ID. Click to Save.
After you save these settings, you will need to scroll back up to the top of the page and click the "Set Transaction Key" link (you will be prompted to log in to the Site Manager again during this process).
Enter the transaction key you saved earlier.
Updating Your Transaction KeyAuthorizenet recommends that you reset your transaction key on a regular basis. Any time you reset your transaction key on the Authoriznet website, you MUST enter the new key into the Site Manager by clicking the "Set Transaction Key" link in order for your auto-payment processing to work correctly on your website.
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