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 one 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.

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.

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.

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.

The user management page allows you to create, remove, and edit usernames in your 2Checkout account.
To access the user management 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 ‘Account’ tab and then select the ‘User Management’ sub category.

The username table lists all usernames on your account and the date they were created. This table also provides you with access to change the usernames access settings for the following:

• Basic Editing- Provides the user with access to edit basic account information (Contact information, Shipping information, Site Management) and preform sale maintenance (cancel recurring, refund, mark shipped).
• Financial Read Only- Provides the user with access to view your payment information.
• Financial Editing- Provides the user with access to change view and change banking wizard information.
• Admin- Provides the user with access to everything in the account including access to remove usernames.

The right side of the page provides you with the ability to create a new username by clicking on the + symbol or ‘Create Username’ link. A username can only be used one time in the system. If you create a user that name will no longer be available to you or any vendor, even after it has been deleted. It will also not be possible to edit the actual username title once it has been created.

You are also provided with the ability to change the password and edit the profile of the username you are logged in as. To do this click on the “Edit Profile” link located in the right hand column. This allows you to edit the users Access level, Email subscription, the users basic contact information, and security information for the user. This information may be used by 2Checkout to verify the identity of a vendor who is contacting us.

To remove a username click on the ‘Delete’ button next to the username you want to remove. The ‘Delete Users’ page will list the username, email and name of the user that is being removed. You must click the ‘Confirm Delete” button to remove the username.

Please note that you will only have access to create a username or edit your username profile if you are logged in as a user with admin access.