PayPal Merchant - 2010 User's Guide

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Summary of Contents

Page 1 - Administration Guide

Merchant Setup and Administration GuideLast updated: January 2010

Page 2

Setting Up and Administering Your AccountBlocking Certain Kinds of Payments110 January 2010 Merchant Setup and Administration Guide2. Click the Profil

Page 3 - Contents

Merchant Setup and Administration Guide January 2010 11Setting Up and Administering Your AccountBlocking Certain Kinds of Payments1Payment Receiving P

Page 4

Setting Up and Administering Your AccountBlocking Certain Kinds of Payments112 January 2010 Merchant Setup and Administration GuideBlocking Payments F

Page 5

Merchant Setup and Administration Guide January 2010 13Setting Up and Administering Your AccountBlocking Certain Kinds of Payments1in currencies for w

Page 6

Setting Up and Administering Your AccountBlocking Certain Kinds of Payments114 January 2010 Merchant Setup and Administration Guide1. Log in to your P

Page 7 - Intended Audience

Merchant Setup and Administration Guide January 2010 15Setting Up and Administering Your AccountBlocking Certain Kinds of Payments14. Scroll down to t

Page 8 - Documentation Feedback

Setting Up and Administering Your AccountBlocking Certain Kinds of Payments116 January 2010 Merchant Setup and Administration Guide5. Select Initiate

Page 9 - Your Account

Merchant Setup and Administration Guide January 2010 17Setting Up and Administering Your AccountAdding Users to Your PayPal Account15. Select the opti

Page 10

Setting Up and Administering Your AccountAdding Users to Your PayPal Account118 January 2010 Merchant Setup and Administration GuideBefore adding user

Page 11

Merchant Setup and Administration Guide January 2010 19Setting Up and Administering Your AccountAdding Users to Your PayPal Account1For more details a

Page 12

PayPal Merchant Setup and Administration GuideDocument Number: 10064.en_US-201001© 2010 PayPal, Inc. All rights reserved. PayPal is a registered trade

Page 13 - Blocking Accidental Payments

Setting Up and Administering Your AccountAdding Users to Your PayPal Account120 January 2010 Merchant Setup and Administration GuideTo display the pop

Page 14

Merchant Setup and Administration Guide January 2010 21Setting Up and Administering Your AccountAdding Users to Your PayPal Account15. Change the user

Page 15

Setting Up and Administering Your AccountAdding Users to Your PayPal Account122 January 2010 Merchant Setup and Administration GuideEditing Access Pri

Page 16

Merchant Setup and Administration Guide January 2010 23Setting Up and Administering Your AccountHandling Multiple Currencies13. In the Account Informa

Page 17 - Determining Access Privileges

Setting Up and Administering Your AccountHandling Multiple Currencies124 January 2010 Merchant Setup and Administration Guidez Managing Currency Balan

Page 18

Merchant Setup and Administration Guide January 2010 25Setting Up and Administering Your AccountHandling Multiple Currencies1Currencies and Currency C

Page 19

Setting Up and Administering Your AccountHandling Multiple Currencies126 January 2010 Merchant Setup and Administration GuideSelecting Your Primary Cu

Page 20 - Adding a User to Your Account

Merchant Setup and Administration Guide January 2010 27Setting Up and Administering Your AccountHandling Multiple Currencies12. Click the Profile subt

Page 21 - 6. Click the Save button

Setting Up and Administering Your AccountHandling Multiple Currencies128 January 2010 Merchant Setup and Administration GuideAccepting or Denying Cros

Page 22

Merchant Setup and Administration Guide January 2010 292Setting Controls for PayPal Checkout Pages Your PayPal account profile lets you set options to

Page 23 - Handling Multiple Currencies

Merchant Setup and Administration Guide January 2010 3CContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 24 - Managing Currency Balances

Setting Controls for PayPal Checkout PagesCo-Branding the PayPal Checkout Pages230 January 2010 Merchant Setup and Administration GuideExample of the

Page 25

Merchant Setup and Administration Guide January 2010 31Setting Controls for PayPal Checkout PagesCo-Branding the PayPal Checkout Pages2 Example of a C

Page 26

Setting Controls for PayPal Checkout PagesCo-Branding the PayPal Checkout Pages232 January 2010 Merchant Setup and Administration Guide Custom Payment

Page 27 - Closing Currency Balances

Merchant Setup and Administration Guide January 2010 33Setting Controls for PayPal Checkout PagesCo-Branding the PayPal Checkout Pages26. Click the Pr

Page 28

Setting Controls for PayPal Checkout PagesCo-Branding the PayPal Checkout Pages234 January 2010 Merchant Setup and Administration Guide6. Click the Ma

Page 29 - Checkout Pages

Merchant Setup and Administration Guide January 2010 35Setting Controls for PayPal Checkout PagesGetting Contact Telephone Numbers2Getting Contact Tel

Page 30

Setting Controls for PayPal Checkout PagesGetting Contact Telephone Numbers236 January 2010 Merchant Setup and Administration GuideMerchants Require P

Page 31

Merchant Setup and Administration Guide January 2010 37Setting Controls for PayPal Checkout PagesProviding Your Customer Service Number2Providing Your

Page 32

Setting Controls for PayPal Checkout PagesHandling Gift Purchases238 January 2010 Merchant Setup and Administration GuidePrompting Buyers for Gift Mes

Page 33 - Making a Page Style Primary

Merchant Setup and Administration Guide January 2010 39Setting Controls for PayPal Checkout PagesHandling Gift Purchases23. In the Selling Preferences

Page 34 - Removing a Page Style

ContentsC4 January 2010 Merchant Setup and Administration GuideRemoving a Page Style . . . . . . . . . . . . . . . . . . . . . .

Page 35

Setting Controls for PayPal Checkout PagesPrompting Buyers for Marketing Messages240 January 2010 Merchant Setup and Administration GuidePrompting Buy

Page 36

Merchant Setup and Administration Guide January 2010 41Setting Controls for PayPal Checkout PagesLanguage Encoding Your Data23. In the Selling Prefere

Page 37 - Handling Gift Purchases

Setting Controls for PayPal Checkout PagesLanguage Encoding Your Data242 January 2010 Merchant Setup and Administration GuideCharacter Encoding Charac

Page 38

Merchant Setup and Administration Guide January 2010 43Setting Controls for PayPal Checkout PagesLanguage Encoding Your Data24. From the Your website’

Page 39

Setting Controls for PayPal Checkout PagesLanguage Encoding Your Data244 January 2010 Merchant Setup and Administration Guide– If you want to use the

Page 40

Merchant Setup and Administration Guide January 2010 453Viewing Your Account HistoryWith account history and reporting tools, you can access monthly a

Page 41 - Language Encoding Your Data

Viewing Your Account HistoryUsing Monthly Account Statements346 January 2010 Merchant Setup and Administration GuideMonthly Account StatementActivatin

Page 42 - Character Encoding

Merchant Setup and Administration Guide January 2010 47Viewing Your Account HistoryUsing Monthly Account Statements31. Log in to your PayPal website a

Page 43

Viewing Your Account HistoryUsing Monthly Account Statements348 January 2010 Merchant Setup and Administration Guide4. On the Monthly Account Statemen

Page 44

Merchant Setup and Administration Guide January 2010 49Viewing Your Account HistoryUsing Monthly Account Statements31. Log in to your PayPal website a

Page 45 - Viewing Your Account History

Merchant Setup and Administration Guide January 2010 5ContentsCIndex. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 46

Viewing Your Account HistoryAccessing Your Account History350 January 2010 Merchant Setup and Administration Guide8. Click the Done button to close th

Page 47

Merchant Setup and Administration Guide January 2010 51Viewing Your Account HistorySearching History3– or –To go to a specific area of your account hi

Page 48

Viewing Your Account HistorySearching History352 January 2010 Merchant Setup and Administration GuideUse Advanced Search to search your transaction hi

Page 49

Merchant Setup and Administration Guide January 2010 53Viewing Your Account HistorySearching History32. Select Basic Search from the History subtab.Th

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Viewing Your Account HistorySearching History354 January 2010 Merchant Setup and Administration GuideBasic Search: Selectable Activity Type5. To displ

Page 51 - Searching History

Merchant Setup and Administration Guide January 2010 55Viewing Your Account HistorySearching History33. Type the value or pattern in the Search for te

Page 52 - Basic Searching by Activity

Viewing Your Account HistorySearching History356 January 2010 Merchant Setup and Administration Guide6. Type the dates to use in the From and To date

Page 53

Merchant Setup and Administration Guide January 2010 57Viewing Your Account HistoryDownloading History3z In the default History page, click the All Ac

Page 54

Viewing Your Account HistoryDownloading History358 January 2010 Merchant Setup and Administration Guide2. Select Download History from the History sub

Page 55

Merchant Setup and Administration Guide January 2010 59Viewing Your Account HistoryDownloading History3– QuickBooks (.iif file format)– or –Select the

Page 56

ContentsC6 January 2010 Merchant Setup and Administration Guide

Page 57 - Downloading History

Viewing Your Account HistoryDownloading History360 January 2010 Merchant Setup and Administration Guide4. In the Customize My History Download page, s

Page 58

Merchant Setup and Administration Guide January 2010 61Viewing Your Account HistoryDownloading History3For details about these optional fields, see Ap

Page 59

Viewing Your Account HistoryDownloading History362 January 2010 Merchant Setup and Administration Guide5. Click the Save button to preserve your choic

Page 60

Merchant Setup and Administration Guide January 2010 63Viewing Your Account HistoryMonitoring Disputed Transactions3In some cases, a credit line-item

Page 61

Viewing Your Account HistoryMonitoring Disputed Transactions364 January 2010 Merchant Setup and Administration GuideResolution Center Case ReportProgr

Page 62

Merchant Setup and Administration Guide January 2010 65Viewing Your Account HistoryMonitoring Disputed Transactions3NOTE: If you need to regenerate th

Page 63

Viewing Your Account HistoryMonitoring Disputed Transactions366 January 2010 Merchant Setup and Administration GuideView the ReportYou will receive an

Page 64

Merchant Setup and Administration Guide January 2010 67ADownloadable History Log FieldsFields and Values in Downloadable History LogsField Name Descri

Page 65

Downloadable History Log FieldsA68 January 2010 Merchant Setup and Administration GuideCurrency Currency of transaction alphanumeric; three character

Page 66

Merchant Setup and Administration Guide January 2010 69Downloadable History Log FieldsAItem ID Specified by buyer in the website field:z Auction/Item

Page 67

Merchant Setup and Administration Guide January 2010 7PPrefaceAbout This Guide The Merchant Setup and Administration Guide describes how to perform se

Page 68

Downloadable History Log FieldsA70 January 2010 Merchant Setup and Administration GuideName Name of counterparty.If counterparty is a PayPal verified

Page 69

Merchant Setup and Administration Guide January 2010 71Downloadable History Log FieldsASales Tax Sales Tax Amount specified in seller’s button-creatio

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Downloadable History Log FieldsA72 January 2010 Merchant Setup and Administration GuideStatus Status of transaction at time of download:CanceledCleare

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Merchant Setup and Administration Guide January 2010 73Downloadable History Log FieldsAType Type of transaction: Add Funds from a Bank AccountATM With

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Downloadable History Log FieldsA74 January 2010 Merchant Setup and Administration GuideType (continued) Funds Added with a Personal CheckGuarantee Rei

Page 73

Merchant Setup and Administration Guide January 2010 75IIndexAaccess privileges 17administrative access 19All Activity - Advanced View 52ANSI 41ASCII

Page 74

IndexI76 January 2010 Merchant Setup and Administration GuideKrona 25Krone 25Llanguage encoding 41logs 57MMalaysian Ringgit 25Mexican Peso 25MXN 25MYR

Page 75

PrefaceRevision HistoryP8 January 2010 Merchant Setup and Administration GuideRevision HistoryThe following table lists the revisions made to the Merc

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Merchant Setup and Administration Guide January 2010 91Setting Up and Administering Your AccountBefore you take your first payment on your PayPal acco

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