2006

Payflow Link Recurring Billing Service User’s Guide 3
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.
NOTE: 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.
Recurring Billing Tasks
IMPORTANT:You must have prior authorization from the customer to bill on an automated
schedule. See
Appendix A, “Obtaining Consent to Bill Customers Using
Recurring Billing” for additional details.
Use the Recurring Billing section under the Service Settings tab on PayPal Manager to
perform the following tasks (except for reports). For detailed information for each task, refer
to the PayPal Manager online help:
z “Adding a New Recurring Billing Profile” on page 3
z “Converting a Test Profile to Live Status” on page 4
z “Modifying Profiles” on page 4
z “Searching and Managing Profiles” on page 4
z “Configuring Customer’s Email Notification” on page 5
z “Configuring Merchant Email Messages” on page 5
z “Generating Reports to Track and Review Recurring Transactions and Settings” on page 5
Adding a New Recurring Billing Profile
A profile is your definition of a recurring transaction for a single customer. The profile
includes all information required to automatically bill the right person the right amount of
money at the right time for the right term.
The process for managing profiles is nearly identical for credit card and ACH accounts. This
chapter uses credit card examples. If you handle ACH payments, be sure to see
Chapter 3,
“Creating a Recurring Billing Profile with Electronic Checks,” before adding ACH profiles.
There are two ways to add a profile:
z Create a new profile: Specify all account and billing information on the Create Profile page
on PayPal Manager.