PayPal Payments Advanced

Accept Credit Cards and PayPal directly on your WordPress site and offer a seamless checkout experience

This PayPal gateway add-on allows you to accept credit cards and PayPal payments directly on your site through your PayPal Payments Advanced account. When purchasing downloads through the PayPal Payments Advanced gateway, users enter their credit card details during the checkout process and never leave your site, resulting in a better experience for the user, and more successful conversions for you.

What is PayPal Payments Advanced?

Keep customers on your site for the entire checkout process without the full burden of protecting their financial data. In addition to a merchant account and gateway in one, PayPal provides you with a secure checkout template to integrate within your website for only $5 a month. Your customers won’t know that PayPal is processing their payment, making your business look more secure and professional.

Installation and Setup

Installation

Install the plugin in the WordPress admin dashboard by clicking "Add New"under the Plugins menu and selecting the .zip file that you received in your email receipt.

Licensing

Enter your EDD PayPal Payments Advanced license key by clicking on"Settings" under the Downloads menu, and navigating to the Licenses tab. You can find this license key in your email receipt that you received while making your purchase on http://easydigitaldownloads.com

Setting up your PayPal Manager Account

If you haven't already applied for your PayPal Payments Advanced account, you'll need to do that first. This application will walk you through setting up a PayPal Manager account, which allows you to tie in to the PayPal Payments Advanced service. Note that your new PayPal Manager login information will be separate from your normal PayPal Account login information.

Apply for a PayPal Payments Advanced account

In step 2 of your application for PayPal Payments Advanced, you are asked to create a PayPal Manager Account and enter your business information.

PayPal Payments Advanced Application

This separate account will give you access to an online account management dashboard where you can run reports, adjust transaction settings and access your Virtual Terminal. We'll be using this PayPal Manager Login and Password to finish setting up the EDD PayPal Payments Advanced plugin.

NOTE: Your PayPal Manager login information is separate from your PayPal Account login information.

Login to your PayPal Manager account at http://manager.paypal.com using your Partner ID, Merchant Login, and Password:

  • Partner ID: PayPal
  • Merchant Login: [Your PayPal Manager Login]
  • User: [Leave this blank]
  • Merchant Password: [Your PayPal Manager Password]

Configure PayPal's Manager Settings

Now that you're logged in, you need to tweak your settings to ensure that your PayPal transactions are completed successfully and securely. To do this, click on the "Service Settings" tab. Under the "Hosted Checkout Pages" section, click "Set Up".

There are quite a few settings on this page, but most are actually taken care of by the EDD PayPal Payments Advanced plugin behind the scenes. Configure this settings page to match the settings in the following screenshot:

PayPal Manager Settings

Summary of Changes

Billing Information / Shipping Information

You can optionally require your PayPal checkout to capture your customers' name, billing address, email address etc. by choosing the corresponding"Required" and "Editable" checkboxes under the "Billing Information" section on the same page. The minimum suggested options to mark as checked here are the two "Email address" checkboxes.

Payment Confirmation

  • Select the radio button for the option that reads ;"On my website" next to the "Show confirmation page" setting.
  • Choose "POST" in the dropdown box next to the "Return URL Method"setting.

Silent Post for Data Transfer

  • Choose "Yes" in the dropdown box next to the "Use Silent Post" setting.
  • Enable the checkbox next to the setting which reads "Void transaction when my server fails to receive data sent by the silent post."

Security Options

  • Find the "Enable Secure Token" option, and choose "Yes" from the dropdown next to it.

After you've configured your settings, remember to click the "Save Changes"button at the bottom of the page.

Enabling PayPal's Secure Token

Now that you're logged in, you need to tweak your settings to ensure that your PayPal transactions are completed securely. To do this, click on the "Service Settings" tab. Under the "Hosted Checkout Pages" section, click "Set Up".

Scroll to the bottom of this page to find the "Enable Secure Token" option, and choose "Yes" from the dropdown next to it. Then, click "Save Changes"

You can also optionally require your PayPal checkout to capture your customers' name, billing address, email address etc. by choosing the corresponding"Required" and "Editable" checkboxes under the "Billing Information" section on the same page. The minimum suggested options to mark as checked here are the two "Email address" checkboxes.

Creating a PayPal EDD User

We're now going to create a new user that connects your EDD site to your PayPal Manager account. Once you are logged in, click on the "Account Administration" tab. Under the "Manage Users" section, click "Add User".

Adding a new PayPal user

Fill out the form as it applies to you. Once you reach the "Assign privilege to user" section at the bottom, use the following settings:

  • Select a Predefined Role: API_FULL_TRANSACTIONS
  • User Status: Active
  • View Bills: No

Connecting PayPal to your EDD Site

Now that you have an EDD user in our PayPal Manager account, you need to tell your site to process transactions with those user credentials.

You can enter your user credentials on your EDD site by clicking on "Settings"under the Downloads menu, and navigating to the Payment Gateways tab.

Here, under the PayPal Payments Advanced - Manager Settings section, we'll enter all the info we need to establish this connection:

  • Live PayPal Manager Partner: "PayPal"
  • Live PayPal Manager Vendor: [Your PayPal Manager Login, e.g. "davekiss"]
  • Live PayPal Manager Username: [Your PayPal EDD User, e.g. "edd_user"]
  • Live PayPal Manager Password: [Your PayPal EDD User Password]

Don't forget to click the "Save Changes" button at the bottom. You're now all set up and ready to accept live transactions with PayPal Payments Advanced!

You can activate the payment gateway on your store by clicking the PayPal Payments Advanced checkbox at the top of the Payment Gateways tab.

Optional: Customizing a PayPal template

PayPal Payments Advanced allows you to customize your payment page. You can customize the header, background, title, button, and the order summary column of your payment page.

PayPal offers three design templates for you to choose. Template A is the default template but you can choose from any of the three templates offered, including Template C, which allows you to embed the payment fields directly on your site.

To customize a template, login to your PayPal Manager account at  http://manager.paypal.com using your Partner ID, Merchant Login, and Password.

Then, click the Service Settings tab, and under the Hosted Checkout Pagessection, click the Customize link. You can  see the PayPal documentation for more info..

Once you have a PayPal template designed and configured, you need to tell your EDD site which template you'd like to use during checkout.

You can do this on your EDD site by clicking on "Settings" under the Downloads menu, and navigating to the Payment Gateways tab.

Here, under the PayPal Payments Advanced - Manager Settings section, select the appropriate template option in the PayPal Template dropdown box.

Optional: Using in Test/Sandbox Mode

If you'd like to use EDD PayPal Payments Advanced while your EDD site is in test mode, you'll need to set up a separate PayPal Manager Testing Account that only handles test transactions.

To start, visit the  PayPal Registration Page and click Continue. This will take you to the test account signup page.

Test Account Setup

On this page, make sure to select the option that reads "I do not have a Processor. Setup test account." Fill out the account information as it pertains to you, choosing a new username and password for this test account.

Under Terms and Conditions, you'll need to click the "Read Gateway Agreement" link, which will enable the checkbox to agree and accept to the PayPal Gateway Agreement. Click Continue, and if all goes well, you should see this screen.

Test Account Created Successfully

Now that you have a PayPal Manager testing account, you need to tell your site to process test transactions with those user credentials.

You can enter your testing user credentials on your EDD site by clicking on"Settings" under the Downloads menu, and navigating to the Payment Gateways tab.

Here, under the PayPal Payments Advanced - Manager Settings section, we'll enter all the info we need to establish this connection:

  • Test PayPal Manager Username: [Your PayPal Manager testing account username, e.g. "edd_test_user"]
  • Test PayPal Manager Password: [Your PayPal Manager testing account Password]

Don't forget to click the "Save Changes" button at the bottom. You're now all set up and ready to accept test transactions with PayPal Payments Advanced!

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