Knowledge Base » Suppliers » Tech Support »

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.

To access your banking details page and use the new payment profiles you must login to our new vendor administration panel at the following url: https://www.2checkout.com/va/

Once you are logged in 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.

Clearing Cache and Cookies

If you are experiencing any trouble making a purchase you may be asked to clear your cache and cookies by a member of the 2Checkout team. Clearing this information will often resolve the issue that is being experienced. This article will provide step by step instructions on removing the cache and cookies from your Internet browser. If you are not sure what browser you are using you can click on the “Help” menu at the top of your browser and then click “About”. This will open a new window that will provide you with the browser type and version you are running.

Continue reading…

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.

New Vendor Admin: Reports

Vendors can choose from a variety of reports that they can run against their account and download them in several formats. Reports are offered in PDF, XLS (Microsoft Excel), XML, RTF (Rich Text), CSV (Comma Separated Value). Additionally, vendors can schedule reports so that information about their account is sent to them regularly via email.

To access the recent sales page in our new vendor administration panel please login at the following url: https://www.2checkout.com/va/

Once you have logged in, click on the ‘Reports’ tab.

The reports page will display the following information.

  • Available Reports - The reports you can run against your account
  • Report Name - Report’s title
  • Description - What the report does
  • Reports In Queue - These are any reports that are pending to be created by our scheduler system
  • Recently Completed Reports - These are the top five reports that were recently created
  • List all Completed Reports - Shows a list of all the reports you have saved

The reports page also provides you with 4 sub menus which include Request Report, Report Queue, Completed Reports and Scheduled Reports.

You can select the ‘Request Report’ tab to view a list of all the available reports that can possibly be run against your account. Over time and with vendor input, we will begin adding additional reports to this section.

  • Report Name - Report’s title
  • Description - What the report does
  • Begin Date - The date when you want to start your range of past sales data
  • End Date - The date when you want to end your range of past sales data
  • Report Format - Select from the list of formats offered for download

You can select the ‘Report Queue’ tab to view reports that are currently pending creation within our scheduler system. Your report will run as soon as the scheduler is ready.

You can select the ‘Completed Reports’ tab to view all the reports that have been run against your account. Keep in mind, reports will eventually be deleted.

  • Delete - Check this and click ‘Delete’ to remove the report
  • Report Name - Click the title to download the report.
  • Format - What the file type is
  • Generated On - Date and time that the report was made
  • Expires On - When the report will be removed from our system
  • Re-run Report - Click to run this same report again and generate a new download.

You can select the ‘Scheduled Reports’ tab to view list of all the reports that have been scheduled to run.

  • Delete - Check this and click the ‘Delete’ button to remove the scheduled report
  • Edit - Click this icon to edit the options of this report
  • Report Title - The name given to your report
  • Format - The file type of your download
  • Next Schedule Date - When the report is going to run next
  • Data Date Range - How far back the data history will go from the scheduled date
  • Last Scheduled Date - When the scheduler will stop running this report

Add Scheduled Report - Fill the form out below and click the ‘Save’ button to create a report that is scheduled to run at a later date.

  • Title - The name of your report
  • Report - The report type
  • Format - What file type to make the download
  • Starting Date - When you want to start running the report

New Vendor Admin: Sales

Your recent sales page will provide you with a table that lists only your most recent sales.
To access the recent sales page in our new vendor administration panel please login at the following url: https://www.2checkout.com/va/

Once you have logged in, click on the ‘Sales’ tab.

The recent sales table will provide you with the following information for each sale.

  • Sale Number- The customers 2CO order number.
  • Date Placed- The Date the order was placed.
  • Customer Name- Customers name as it was entered in the billing information.
  • Recurring- Whether or not the order was recurring.
  • Total- The sale total in your accounts currency.

You may click on the order number to bring up the customers order. If you would like to access all of your sales information you may select the ‘List’ submenu to visit the list sales page.

Your list Sales page will provide you with a table that lists all of your sales. The table will provide you with the following information for each sale.

  • Sale Number- The customers 2CO order number.
  • Date Placed- The Date the order was placed.
  • Customer Name- Customers name as it was entered in the billing information.
  • Recurring- Whether or not the order was recurring.
  • Recurring Declined- Recurring orders status.
  • Total- The sale total in your accounts currency.

This page also provides the option to sort your sales by any of the previously mentioned fields.
You may click on the order number to bring up the customers order.

If you would like to locate a sale in your 2Checkout account, you may use the sales locater feature located on the right side of the page to search for your sales by the following criteria:

  • Sale #- Order number located in the order notification email.
  • Invoice #- Invoice number located on the orders packing slip.
  • Customer Name- Customer’s name as it was entered on the order. (must be at least three characters)
  • Customer Email- Customer’s email address as it was entered on the order.
  • Customer Phone- Customer’s phone number as it was entered on the order.
  • Product ID- Product ID that was ordered based on the product ID that was included in the order.
  • Date Range- Based on the order date using the Begin Date field in the following format (YYYY-MM-DD) and End Date field in the following format (YYYY-MM-DD).
  • Declined Recurrings- Check this box to search for only recurring sales that are currently in declined recurring status.

New Vendor Admin: Shipping

The shipping section of our new vendor admin has many features including 3 subcategories: List, E-Goods, Mark As Shipped. The list subsection provides you with access edit your shipping methods. The E-Goods subsection provides you with access to allow or deny countries from ordering intangible products. The Mark As Shipped subsection provides you with access to mark your orders as shipped and notify your customers of an orders shipping information. On the right side of all of the shipping pages you have the option to click on the ‘+‘ symbol to add a new shipping method and the option to search for a shipping method by the shipping methods name.

To access the shipping section of our new vendor administration panel please login at the following url: https://www.2checkout.com/va/

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

If you would like to view the shipping methods you have setup in your account you may do so on the List Shipping Methods page. To access this page please click on the ‘Shipping’ tab, then click on ‘List’ subcategory. Your shipping methods will be listed under the List Shipping Methods table and can be sorted by name, base price, weight, country, and order total. This table will provide you with the option to change each shipping methods name, base price, delete the method or edit the shipping method further by clicking on the edit icon.

The mark shipping section of your account must be used to mark your orders as shipped.

To access this page please click on the ‘Shipping’ tab, then click on ‘Mark As Shipped’ subcategory.
Your most recent unshipped sales are listed with the sale number, recipient information and fraud status. This page provides you with the ability to sort these sales by sale number or date placed by clicking on the links at the top of the unshipped sales table. You may use the find unshipped sales feature on the right hand side of the page to search for sales by date, sales number, invoice number. When using this feature you will also be required to choose if you are searching for sales by unshipped sales or sales that require reauthorization. The results from your search will display on the unshipped sales table. To mark these sales as shipped you must enter in the tracking number and select if you would like to notify the customer of the shipment by email by selecting the ‘Yes’ or ‘No’ radio button. You may then click the ‘Mark Shipped’ button at the bottom of the page to mark the order/orders as shipped.

Sales that have not been marked shipped may need to be reauthorized due to the original card authorization expiring. When this must be done you will see a button titled “Reauthorize Card” in the Re-authorize Column of the marked shipped page. Clicking on this button will take you to a confirmation screen where you can view the last reauthorization attempt and attempt to reauthorize the card so it can be marked shipped.

Many suppliers use their shipping methods to restrict sales from certain countries. If you are selling intangible products you may want to restrict your yours from certain countries as well. You may do so by using the E-Good Country Blacklist feature in your account. You may access this feature by selecting the ‘Shipping’ tab from your account homepage and then clicking on the ‘E-Goods’ subcategory. From here you may scroll thought the countries in your Allowed list and select the countries you wish to remove. Once you have selected the countries you wish to remove you may click on the ‘Deny’ button at the bottom of the list. This will move the country to your Denied list. If you wish to allow a country on your Denied list, you may select the country and click on the ‘Allow’ button at the bottom of the list.

New Vendor Admin: Request Invoice

You can use our ‘Request Invoice’ feature to have an invoice emailed to your customer. The email will have a link to a payment form where the buyer can make payment to you. To access the fraud review page in our new vendor administration panel please login at the following url: https://www.2checkout.com/va/

Once you have logged in click on the ‘Sales’ tab and then select the ‘Request Invoice’ subcategory.

To issue a payment request please follow these steps:

  1. Click on the ‘Sales’ tab near the top of your account homepage.
  2. Click on the ‘Request Invoice’ tab in the sales menu.
  3. Fill out each field on the ‘Request For Payment’ page as they are listed below.
  4. Your Invoice Number- number you will use to identify the invoice.
  5. Relevant Web Site- The website that is providing the product or service. (optional)
  6. Product- You must use the drop down menu to select the product that is being ordered. (Invoices cannot be sent for recurring products so they will not display on this menu)
  7. Payment Amount- The total price of the invoice.
  8. Payor Name- The customers name.
  9. Payor Email- The customers email.
  10. Subject of Email- Message in the subject line of the email. (optional)
  11. Use the comment box to add any additional comments you wish to include in the invoice such a list of products being ordered or description of the payment. (optional)
  12. Click on the ‘Submit Request’ button to send the invoice.

That’s all there is to it. Once the customer completes the order with their payment information, the sale will be logged to your account and email notification sent to you and the customer.

New Vendor Admin: Fraud Review

The fraud review page provides you with the fraud review information for all of your sales.
To access the fraud review page in our new vendor administration panel please login at the following url: https://www.2checkout.com/va/

Once you have logged in please click on the ‘Sales’ tab and then select the ‘Fraud Review’ subcategory.

The fraud review status table will provide you with the following:

  • Action Date- The date and time the order was reviewed.
  • Sale ID- The order number being reviewed.
  • Status- The fraud review status. (ex. Open, Closed)
  • Decision- The fraud review decision. (ex. Passed, Failed, Pending)
  • Comments- Comments related to the decision.

You may select any of these links to sort the fraud review table information. You are also provided with a search tool above the fraud review table which you may use to search by status, decision and order number.

Page 2 of 19«12345»...Last »

Recent Posts from the Community:

Voucher possible?

posted by: isay

Pay from 2co

posted by: starcom

Vendor Issue

posted by: manz135
More from the community »

Now a faster, easier way to get paid – the 2CO reloadable MasterCard®.

Sign up today and receive a $10 credit on your card.


Click here to learn more.

Spotlight Supplier

Spotlight Supplier

Chocolate Shoppe

Spotlight Product

Spotlight Product

Canadian Mini Muks


Popular Tags