Knowledge Base »

Releasing Payments to Vendors

Vendors have a wide variety of choices in how payments should be sent out from their 2Checkout account. The payment types, fees and availability can often be confusing. If you are unsure of the payment options available to your country, please visit the payment country list. Release of payments also depends on the status of your 2Checkout account, which would have to be of a “Y” or “P” status to be eligible for the funds release. Below are the definitions, geographical availability and the associated fees for each payment type.

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TUTORIAL: Creating Shipping Methods

If you plan to offer tangible products via 2Checkout you will need to create at least one shipping method.This tutorial will explain how you can create a shipping method using the new vendor administration section of your 2Checkout account.

Once you have logged in please click on the ‘Shipping’ tab.

From the shipping screen click the icon labeled ‘Add New Shipping Method’ to open the Shipping Wizard. The first screen has three sections, as described below.

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New Vendor Admin: 2Checkout Payment Profiles

2Checkout has introduced a new payments feature called payment profiles. Payment profiles allow you to create different profiles for each of your supported payment options such as different payment methods, accounts or addresses. You are able to edit, delete, or set a payment profile live in your account from the banking details page of your account.

After you have logged in to your account, please select the “Account” tab on your account homepage and then select “Bank Account” from the Account menu.

Your profiles will be listed under the Payment Profiles section on the right hand side of the page. To create a new payment profile please click on the “Banking Wizard” button and provide the requested information for the payment method you select. When you finish setting up your payment method you will be asked to enter a profile name on the Save Bank Account Profile page (optional) and select the Save Profile button.

Once created this payment profile will be displayed on your bank account page and will be set as live. You may edit this profile by clicking on the edit link which will route you back to the backing wizard to make your changes.

New Single Page Checkout Announced

2Checkout.com, Inc. is excited to announce the launch of our new Single Page Checkout process.

Many of our clients have been asking for a faster, more efficient, customer experience. We heard those requests and are now happy to deliver the fastest checkout possible for clients that produce intangible goods/services.

To maximize compatibility, all current 2CO parameter sets are supported.

To maximize efficiency, only intangible products and credit card payments are enabled with this routine.

To address the needs of clients who produce tangible goods and those who want to benefit from all the alternative payment options 2CO accepts, the traditional multi-page checkout process will remain as the default.

This new single page purchase routine may be used with the PNP and third party cart parameter sets, by simply replacing the default purchase routine with this one:

https://www.2checkout.com/checkout/spurchase

Click here to see a working demonstration.

We are confident that the new routine will streamline the checkout process for appropriate offerings and therefore increase conversion rates. 2CO will monitor conversion results closely. It is also recommended that each client evaluate their individual results independently.

TUTORIAL: How to Refund A Sale

This tutorial will cover basic sale maintenance and will include issuing refunds and instructions on stopping/starting recurring orders. This tutorial is based on the new vendor administration area which is accessible here. Orders can either be canceled or refunded based on the status they are in. For more information on order status please visit the article “What is Order Status”.

If an order or recurring installment is in approved status it can still be canceled without the customer being charged or 2Checkout fees applied to the suppliers account. If an order is in pending or deposited status a total or partial refund can be issued to the customer. If the order was passed in using our plug and play parameters individual products and shipping charges can also be refunded by using our line item refund feature.

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Not sure if 2Checkout is right for you?

Are you a prospective vendor wondering if your product is one that 2Checkout prohibits or restricts? Are you an existing vendor who wants to add additional products or services and you’re not sure if 2Checkout can support it? Still have questions even after reviewing our prohibited product list? Our Risk Department is here to get you the answers you need. Email risk@2checkout.com and provide us with your URL and we will happily review your product or service for acceptability. If you do not yet have a website that includes your product or service, then provide us with a detailed description as to what you wish to sell and we’ll follow up with information on whether we think we could support it. It is important to note that while we can give you a general idea as to whether or not we could support something based on a description, we will still need to review your URL before approving an account.

Securing Usernames

Have you parted ways with your webmaster? Have you recently had to let an employee go? Inevitably, business needs change and when needs change, sometimes employees or associates change too. An account hacking issue does not have to be inevitable, though. While 2Checkout can protect your information from our end, we cannot protect against people with an active, valid username and password from logging in to your 2Checkout account. With that said, it is important to manage all of the usernames on your account appropriately. Please remember to delete those usernames for persons who should no longer have access to your account. If you have given other people your main username and password, then it is also important that you change your password each time you wish to restrict account access.

Instructions on how you can manage usernames can be found here.

Clearing Cache and Cookies and Disabling Pop up Blockers

If you are experiencing any trouble making a purchase, you may be asked to clear your cache and cookies and to disable the pop-up blocker during the transaction by a member of the 2Checkout team. Clearing this information and turning off your pop up blocker during the transaction will often resolve the issue that is being experienced and allow you to place a successful order. This article will provide step by step instructions on clearing the cache and cookies from your internet browser and also how to disable your pop up blocker. If you aren’t sure what browser you are using you can click on the “Help” menu at the top of your browser then click “About”. This will open a new window that will provide you with your browser type and the version you are running.

Clearing Cookies:

Important note: When clearing the cookies in Internet Explorer, please be certain that you only have one Internet Explorer window open and that you restart Internet Explorer after clearing the cookies.

To clear your cache and cookies in Internet Explorer 6.0 please follow these steps.

1. Click “Tools”, then “Internet Options”.
2. Click the “Delete Cookies” button.
3. A pop-up confirmation box will appear. Click “OK”.
4. Click the “Delete Files” button.
5. A pop-up confirmation box will appear. Place a check in the box beside “Delete all off line content” and click “OK”.
6. Click “OK” to close the “Internet Options” screen.

To clear your cache and cookies in Internet Explorer 7.0 please follow these steps.

1. Click “Tools”, then “Internet Options”.
2. Click the “Delete” button under Browsing History.
3. Click the “Delete Cookies” button.
4. A pop-up confirmation box will appear. Click “Yes”.
5. Click the “Delete Files” button.
6. A pop-up confirmation box will appear. Click “Yes”.
7. Click the “Close” button the the Delete Browsing History window.
8. Click “OK” to close the “Internet Options” screen.

To clear your cache and cookies in Mozilla Firefox 1.5 please follow these steps.

1. Click “Tools”, then “Options”.
2. Click on the “Privacy” Icon.
3. Click the “Clear” button for Cookies.
4. Click the “Clear” button for Cache.
5. Click the “OK” button to close the options menu.

To clear your cache and cookies in Mozilla Firefox 2.0 please follow these steps.

1. Click “Tools”, then “Options”.
2. Click on the “Privacy” Icon.
3. Click the “Clear Now” button.
4. Place a check mark next to “Cookies” and “Cache” and remove the check from all other items you wish to keep.
5. Click the “Clear Private Data Now” button.
6. Click the “OK” button to close the options menu.

To clear your cache and cookies in Mozilla Firefox 3.0 please follow these steps.

1. Click “Tools”, then “Options”.
2. Click on the “Privacy” Icon.
3. Click the “Clear Now” button.
4. Place a check mark next to “Cookies” and “Cache” and remove the check from all other items you wish to keep.
5. Click the “Clear Private Data Now” button.
6. Click the “OK” button to close the options menu.

To clear your cache and cookies in Safari please follow these steps.

1. Click “Safari”, then “Empty Cache”.
2. A pop-up confirmation box will appear. Click “Empty”.
3. Click “Safari”, then “Preferences”.
4. Click on the “Bookmarks” Icon.
5. Click on the “Show Cookies” button.
6. Click “Remove All”.
7. Click the “Done” button to close the menu.

Disabling Pop up Blockers:

To disable the pop up blocker in Internet Explorer 6.0, 7.0, or 8.0 please follow these steps.

1. Click the “Tools” menu
2. Click “Pop-up Blocker”
3. Click “Turn Off Pup-up Blocker” (If already off, it will offer an option to Turn on Pop-up Blocker)
4. Confirm by clicking the “Yes” button.

To disable the Pop-up Blocker in Firefox 1.5, 2.5, or 3.0 for Windows please follow these steps.1. Click “Tools” from the menu bar.
2. Click “Options”
3. Click “Content”
4. Uncheck “Block Popup Windows”
5. Click “OK”

To disable the Pop-up Blocker in Firefox 1.5, 2.5, or 3.0 for Mac please follow these steps.

1. Click “Firefox” from the menu bar
2. Click “Preferences”
3. Click “Content”
4. Uncheck “Block Popup Windows”
5. Click “OK”

To turn off Pop-up Blocker in Safari please follow these steps.1. Click “Safari”
2. Click “Preferences”
3. Click “Security”
4. Uncheck “Block pop-up windows”
5. Click “OK”

New Vendor Admin: Alert Detail

The alert detail page provides you with the information for each alert listed in the vendor alerts section. To access the alert detail page in our new vendor administration panel login at the following url: https://www.2checkout.com/va/

Your account homepage will display the vendor alerts section where you can select the name of the vendor alert you wish to view. The alert detail page will display the title of the alert as well as the following information.

  • Priority- Alerts priority.
  • Status- Alerts status read or not.
  • Alert Message- The full alert message.
  • Link- Website url that the alert is from.

Once you have read the alert you can mark it as read to change the status.

New Vendor Admin: Home Page

The home page displays all information that is immediately pertinent to you regarding your account. Your account status, priority alerts and a recent list of sales let you see the most up-to-date standings within your account. In addition, you have the ability to search for sales quickly by using the locater included in the home page’s sidelines.

Account Status – Three possible statuses…

  • Y – Allowed to sell. Allowed to be paid.
  • P – Not allowed to sell. Allowed to be paid. – Suppliers in this status will see a ‘Parameter Error’ on the 2Checkout purchase page when a purchase is attempted.
  • S – Allowed to sell. Not allowed to be paid.

Pending Balance – This is the estimated amount pending the release of your payment from your 2Checkout account.

Your last login was – You can keep track of when you last logged into your account. This can come in handy if you are keeping track of log-in times.

Vendor Alerts
This section includes all the notifications that 2Checkout will send vendors when major events occur that affect accounts globally, when new documentation needs to be reviewed, and other such alerts requiring your attention.

Summary – Clicking on the title of an alert will open the message up in a modal pop-up box on the page.

Once you are finished with reviewing the information, clicking the ‘Mark Read’ button will note that the message was read and will keep the message around for later review, or clicking the ‘Delete’ button will remove the message entirely. The review status of each message is displayed within the Status column as a ‘read’ or ‘unread’ status.

If you have many alerts saved, you will notice that there is a limitation of displaying only the ten (10) most recent items. To view all of your saved alerts, you will need to click on the ‘View All Alerts’ link.

Recent Sales
Here you will find your ten (10) most recent sales in a listing, defaulting in a descending order by the date and time they were placed.

Sale # – Clicking on the sale number link gives you easy access to opening up that specific sale’s details page.

The total sale amount that appears under the USD Total column is the total amount for the most current sale under that sale number. This means that any non-recurring sales will have only one total amount that will never change. However, recurring sales that have start-up fees will display whichever is the most current re-billed sale amount. For example, if a vendor has a recurring service that costs $10 per month with a $5 start-up fee, the initial total amount will display as $15, but when it re-bills for the continuous $10 amount it will display as $10.

Sales Locater
The locater is positioned along the side-lines of the home page, which gives you easy access to search for sales as soon as you log into your account. Additional to the convenience, there are now more search-able fields than ever before, making it even easier to locate your sales.

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