Payflow Link Recurring Billing Service User’s Guide For Professional Use Only Currently only available in English. A usage Professional Uniquement Disponible en Anglais uniquement pour l'instant.
Payflow Link Recurring Billing Service User’s Guide 200005.en_US-200612 © 2006 PayPal Inc. All rights reserved. PayPal, the PayPal logo, Payflow, and Payflow Pro are registered trademarks of PayPal Inc. Other trademarks and brands are the property of their respective owners. The information in this document belongs to PayPal Inc. It may not be used, reproduced or disclosed without the written approval of PayPal Inc. PayPal (Europe) Ltd.
Contents Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Organization of This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . 1 About Recurring Billing Service . . . . . . . . . . .
Contents Appendix A Obtaining Consent to Bill Customers Using Recurring Billing 11 Appendix B Example Administrative Summaries . . . . . . . . . . . . . 13 Example Expiring Credit Card Notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Example Detailed Daily Transaction Summary Message . . . . . . . . . . . . . . . . . . 14 Example Detailed Daily Transaction Summary Message . . . . . . . . . . . . . . . . . . 15 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Preface This Document This guide describes how to perform recurring billing transactions. The Recurring Billing Service is a scheduled payment solution that enables you to automatically bill your customers at regular intervals—for example, a monthly fee of $42 for 36 months with an initial fee of $129. Organization of This Guide This guide contains the following: z Chapter 1, “Introduction,” contains an overview of the Recurring Billing Service.
Preface Customer Support 6 Email: payflow-support@paypal.
1 Introduction Recurring Billing Service is a scheduled payment solution that enables you to automatically bill your customers at regular intervals—for example, a monthly fee of $42 for 36 months with an initial fee of $129. About Recurring Billing Service To configure a customer to be automatically billed on a schedule, you define a recurring billing profile for that customer.
1 Introduction Recurring Billing Terms Recurring Billing Terms Payment. A payment is the sum that is transacted during each payment period. Payments differ from transactions. Several transactions may be required to successfully perform a payment for a payment period; for example, due to a lack of funds during the first transaction attempts. Once a transaction succeeds for a payment period, the payment is marked as successful. Payment Period.
2 Managing Recurring Billing Service PayPal Manager provides a Web-based interface that enables you to create and manage recurring billing profiles, to manage recurring transactions, and to report on recurring billing activity. This chapter describes all recurring billing tasks that you can perform using PayPal Manager. N O T E : Before proceeding with the tasks described in this chapter, learn how to get around in PayPal Manager. Refer to the PayPal Manager online help for detailed information.
2 Managing Recurring Billing Service Recurring Billing Tasks z Use an existing transaction as a starting point for the profile. Converting a Test Profile to Live Status You can change an existing Test profile to a Live profile using PayPal Manager. When you convert a test profile to a live profile, you will be required to retype the credit card number, because PayPal assumes the profile used a test credit card number.
Managing Recurring Billing Service Recurring Billing Tasks 2 Configuring Customer’s Email Notification You can specify that an automated email receipt or notice for failed transactions be sent to your customers when a payment occurs. Configuring Merchant Email Messages You can request the following Recurring Billing transaction summaries by email: Daily Transaction Summary, Daily Detailed Transaction Summary, Monthly Credit Card Expiration Email.
2 6 Managing Recurring Billing Service Recurring Billing Tasks Payflow Link Recurring Billing Service User’s Guide
3 Creating a Recurring Billing Profile with Electronic Checks This chapter provides instructions on how you can create a recurring billing profile where the preferred method of payment is an electronic check rather than a credit card. The process is the same using Manager, however, processing a debit against a checking account requires different information than debiting a credit card. In general, processing electronic checks requires different information than processing credit cards.
3 Creating a Recurring Billing Profile with Electronic Checks Adding ACH Recurring Payment Profiles Adding ACH Recurring Payment Profiles You add an ACH profile in the same way as you add a credit card profiles, by specifying information on the Create ACH Profile page under Recurring Billing section on the Service Settings tab on PayPal Manager. For detailed information, refer to the PayPal Manager online help.
4 Testing Recurring Payments This chapter provides the information you need to test recurring billing. Testing Recurring ACH Payments ACH testing is described in Payflow ACH Payment Service Guide. Testing Guidelines z PayPal provides test card numbers. Other numbers produce an error. z Expiration Date must be a valid date in the future (use the mm/yy format). z Use PayPal Manager to view the credit card processor that you have selected for testing.
4 Testing Recurring Payments Testing Result Code Responses TABLE 4.1 Credit card numbers for testing (Continued) Credit Card Number for Testing Diners Club 38520000023237 Diners Club 30569309025904 Testing Result Code Responses You can use the amount of the transaction to generate a particular Result code. This table lists the general guidelines for specifying amounts. TABLE 4.
Obtaining Consent to Bill Customers Using Recurring Billing A You must obtain each customer’s consent to bill them on an automated schedule. Here is the relevant section from PayPal’s Merchant Services Agreement: Merchant shall be solely responsible for: z Obtaining all necessary approvals required from each customer authorizing Merchant to bill such customer’s credit card account.
A 12 Obtaining Consent to Bill Customers Using Recurring Billing Payflow Link Recurring Billing Service User’s Guide
B Example Administrative Summaries Example Expiring Credit Card Notice To help you manage your Payflow Recurring Billing service, PayPal would like to alert you that the following recurring billing profile use credit cards that will expire soon. The following profiles use credit cards that will expire after 072004: Profile 3452: profile0624a To update a customer's profile with new credit card information: 1. Log in to PayPal Manager. 2. Click the "Service Settings" menu option. 3.
B Example Administrative Summaries Example Detailed Daily Transaction Summary Message Example Detailed Daily Transaction Summary Message Sent: Monday, Mar 10, 2003 6:01 PM To: AdminUser@acme.com Subject: Payflow Test Recurring Billing Daily Transaction Summary for This is a summary of your test recurring billing transactions for the 24 hours prior to the time of this email. Credit card transaction summary: Total Number of Approved Transactions: 8 Total Approved Amount: $8.
Example Administrative Summaries Example Detailed Daily Transaction Summary Message B Example Detailed Daily Transaction Summary Message Sent: Monday, Mar 10, 2003 6:01 PM To: AdminUser@acme.com Subject: Payflow Test Recurring Billing Daily Detailed Transaction Summary This is a detailed summary of your test recurring billing transactions for the 24 hours prior to the time of this email.
B Example Administrative Summaries Example Detailed Daily Transaction Summary Message ACH transactions The following profiles have successfully initiated an Automated Clearing House (ACH) debit for bill payment: Profile ID: 17 Profile Name: test Payment Number: 4 Retry Number: 0 PNRef: VWYD05652804 Transaction Time: 09-Feb-03 11:53 PM Amount: 1.00 Status Code: P15 Profile ID: 18 Profile Name: test Payment Number: 5 Retry Number: 0 PNRef: VWYD05652889 Transaction Time: 16-Feb-03 11:52 PM Amount: 1.
Example Administrative Summaries Example Detailed Daily Transaction Summary Message B PNRef: VWYA05683697 Transaction Time: 09-Mar-03 08:48 PM Amount: 1.00 Total of Number of Declined Transactions: 2 Total Declined Amount: $2.00 ACH transactions The following profiles have received a return for a previously initiated ACH debit: Profile ID: 15 Profile Name: test Payment Number: 1 Retry Number: 0 PNRef: VW0005650795 Transaction Time: 23-Jan-03 Amount: 1.
B 18 Example Administrative Summaries Example Detailed Daily Transaction Summary Message Payflow Link Recurring Billing Service User’s Guide
Index A T ACH payments recurring 7 adding profiles 3 Term defined 2 transactions reviewing 5 M mature profiles defined 2 N NSF failures recurring 7 O Optional Transaction ACH 7 P payment defined 2 payment period defined 2 profile ID defined 2 profiles adding 3 defined 1, 2 profile ID 2 R recurring ACH payments 7 reviewing transactions 5 Payflow Link Recurring Billing Service User’s Guide 19
Index 20 Payflow Link Recurring Billing Service User’s Guide
