Setting Up PayPal Payments Advanced (CE)

(not available outside the US)

Need help? Call PayPal Sales Support: 877-579-5973

PayPal Payments Advanced is a PCI-compliant solution that opens the door to more than 110 million active PayPal users. Customers are able to stay on your site during the entire checkout process with this seamless, all-in-one payment option. Even customers without a PayPal account can make purchases through PayPal’s secure payment gateway. Accepted cards include Visa, MasterCard, Switch/Maestro, and Solo credit cards in the United States and United Kingdom. For additional convenience, “PayPal Express Checkout” is included with PayPal Payments Advanced.

The setup includes the following steps:

Note: PayPal Payments Advanced cannot be used for orders created from the Admin panel.

Step 1: Configure Your PayPal Account

  1. Before you begin, you must configure your PayPal Payments Advanced account on the PayPal website.
    1. Log in to your PayPal Advanced account at manager.paypal.com.
    2. Go to Service Settings > Hosted Checkout Pages> Set Up, and make the following settings:
      • AVS: No
      • CSC: No
      • Enable Secure Token: Yes
    3. Save the settings.

    Note: A separate PayPal Payments Advanced account is required for each Magento website.

  2. When prompted to create a layout, do the following:
    1. At the top of the page, click Customize.
    2. Select Layout C.
    3. Click Save and Publish.
  3. PayPal recommends that you set up an additional user on your account. To set up an additional user, do the following:
    1. Go to manager.paypal.com and log in to your account.
    2. Follow the instructions to set up an additional user.
    3. Save the changes.

Step 2: Complete the Required Settings

Note: You can have two PayPal solutions active at the same time: Express Checkout, plus any one All-In-One or Payment Gateway solution. If you change payment solutions, the one you used previously is disabled.

Follow the steps below to begin the configuration from the Admin panel of your store.

  1. From the Admin panel, select System > Configuration.
  2. In the Configuration panel on the left, under Sales, select Payment Methods.
  3. In the Merchant Location section, select the Merchant Country where your business is located. If any country other than United States is selected, the PayPal Payments Advanced settings are not displayed.
  4. Under PayPal All-in-One Payments Solutions, in the PayPal Payments Advanced section, click the Configure button.
    PayPal Payments Advanced EE
    PayPal Payments Advanced
  5. Under Required PayPal Settings, in the Payments Advanced section, do the following:
    1. Enter one of the following credentials that you use to log in to your PayPal business account:
      • Partner: Your PayPal Partner ID.
      • Vendor: Your PayPal user login name.
      • User: The ID of an additional user set up on your PayPal account.
    2. Enter the Password that is associated with your PayPal account.
    3. Set Test Mode to “Yes.”
      When you are ready to “go live” with this solution, return to the configuration and set Test Mode to “No.”
    4. Set Use Proxy to “Yes” if a proxy server will be used for establishing the connection between your Magento store and the PayPal payment system. This is used if the server has a firewall, and there’s no direct access to the PayPal server. You can use a third-party server to relay the traffic.
      If you select Yes, two additional fields for specifying the proxy host and port become available. In the Proxy Host and Proxy Port fields, specify the address of the proxy server and its port number to establish the connection between Magento and the PayPal payment system.
  6. When complete, continue with the Express Checkout settings in the next section.
    PayPal Payments Advanced Required Settings
    PayPal Payments Advanced Required Settings

Express Checkout Settings

  1. Click to expand the Express Checkout section, and complete the following:
    1. Enter the Email Address that is associated with your PayPal merchant account.
    2. Set API Authentication Methods to one of the following:
      • API Signature
      • API Certificate
    3. If necessary, click the Get Credentials from PayPal button. Then, complete the following:
      • API Username
      • API Password
      • API Signature or API Certificate
    4. If you are using credentials from your sandbox account, set Sandbox Mode to “Yes.”
      If necessary, click the Sandbox Credentials button and follow the instructions to set up your testing environment.
    5. To indicate that a proxy server is used for establishing the connection between Magento and the PayPal payment system, set API Uses Proxy to “Yes.” Then, complete the following:
      • Proxy Host
      • Proxy Port
  2. When these sections are complete, set Enable this Solution to “Yes.”
    PayPal Payments Advanced Express Checkout Settings
    PayPal Payments Advanced Express Checkout Settings

Step 3: Complete the Basic Settings

  1. If your store has multiple views, make sure to set the Current Configuration Scope box in the upper-left corner to the view where these settings apply.
  2. In the Basic Settings section, do the following:
    1. Enter a Title to identify PayPal Payments Advanced during checkout. It is recommended that you use the title “Debit or Credit Card.”
    2. If you offer multiple payment methods, enter a Sort Order number to determine the sequence in which PayPal Payments Advanced is listed, by the title you assigned, with the other payment methods during checkout.
    3. Set Payment Action to one of the following:
      • Authorization: Causes a delay between the time that payment is approved, and when the funds are actually withdrawn from the customer’s account. Upon approval, a “hold” is put on the funds, but the amount is not withdrawn until the merchant has had a chance to review the purchase and “capture” the funds.
      • Sale: The amount of the purchase is authorized and withdrawn from the customer’s account at the same time.
  3. When complete, complete the Advanced Settings in the next section, as applicable for your store.
  4. PayPal Payments Advanced Basic Settings
    PayPal Payments Advanced Basic Settings

Advanced Settings

  1. At the bottom of the Basic Settings section, click Advanced Settings. Then, complete the following, as needed for your store:
    1. Set Payment Applicable From to one of the following:
      • All Allowed Countries: Accepts payment from the countries already specified in your configuration.
      • Specific Countries: Accepts payments from only the countries you specify. Hold the Ctrl key down, and in the Payment Applicable From list, click each country where you accept payment.
    2. Set Debug Mode to “Yes” to write communications with the payment system into the log file. The log file for PayPal Payments Advanced is payments_payflow_advanced.log.

      Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file.

    3. To enable host authenticity verification, set Enable SSL verification to “Yes.”
    4. To be able to edit the three-digit CVV security code that is on the back of a credit card, after it has been entered by the customer, set CVV Entry is Editable to “Yes.”
    5. To require that customers enter a CVV code, set Require CVV Entry to “Yes.”
    6. To send an email confirmation of the payment to the customer, set Send Email Confirmation to “Yes.”
    7. Developers who want to identify the method used to exchange information with the PayPal server during a transaction, can set the URL method for Cancel URL and Return URL to one of the following:
      • GET: Retrieves information that is the result of a process. (This is the default method.)
      • POST: Provides a block of data, such as data entered into a form, to a data handling process.
      The “Cancel” and “Return” URLs refer to the page where a customer returns after completing or canceling the payment portion of the checkout process on the PayPal server.
  2. Complete the following sections as needed for your store:
  3. PayPal Payments Advanced Basic Settings
    PayPal Payments Advanced Basic Settings

PayPal Billing Agreement Settings

A billing agreement is a sales agreement between the merchant and customer that has been authorized by PayPal for use with multiple orders. After PayPal authorizes the agreement, the payment system issues a unique reference ID to identify each order that is associated with the agreement. During the checkout process, the Billing Agreement payment option appears only for customers who have already entered into a billing agreement with your company.Similar to a purchase order, there is no limit to the number of billing agreements a customer can set up with your company.

  1. At the bottom of the Advanced Settings section, click to expand the PayPal Billing Agreement Settings section.
  2. To allow billing agreements, set Enabled to “Yes.” Then, complete the following:
    1. Enter a Title to identify this payment method during checkout. For example, “PayPal Billing Agreement.”
    2. If you offer multiple payment methods, enter a Sort Order number to determine the sequence in which the Billing Agreements option is listed with other methods.
    3. Set Payment Action to one of the following:
      • Authorization: With this payment action, there is a delay between the time the payment is approved, and when the funds are withdrawn from the customer’s account. A hold is put on the funds, but the amount is not withdrawn until the funds are “captured” by the merchant.
      • Sale: The amount of the purchase is authorized and immediately withdrawn from the customer’s account.
    4. Set Payment Applicable From to one of the following:
      • All Allowed Countries: Accepts payment from the countries already specified in your configuration.
      • Specific Countries: Accepts payments from only the countries you specify. Hold the Ctrl key down, and in the Payment Applicable From list, click each country where you accept payment.
    5. Set Debug Mode to “Yes” to write communications with the payment system into the log file. The log file for PayPal Payments Advanced is payments_payflow_advanced.log.

      Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file.

    6. To enable host authenticity verification, set Enable SSL verification to “Yes.”
    7. To display a summary of each line item from the customer’s order on your PayPal payments page, set Transfer Cart Line Items to “Yes.”
    8. To allow customers to initiate a billing agreement from their account dashboard, set Allow in Billing Agreement Wizard to “Yes.”

    To learn more about billing agreements, see Setting Up Billing Agreements through PayPal.

PayPal Billing Agreement Settings
PayPal Billing Agreement Settings

Settlement Report Settings

  1. At the bottom of the Advanced Settings section, click to expand the Settlement Report Settings section.
  2. If you have signed up for PayPal’s Secure FTP Server, enter the following SFTP Credentials:
    • Login
    • Password
  3. To run test reports before “going live” with Express Checkout on your site, set Sandbox Mode to “Yes.”
  4. Enter the Custom Endpoint Hostname or IP-Address. By default, the value is: reports.paypal.com
  5. Enter the Custom Path where reports are saved. By default, the value is: /ppreports/outgoing
  6. To generate reports according to a schedule, under Scheduled Fetching, do the following:
    1. Set Enable Automatic Fetching to “Yes.”
    2. Set Schedule to one of the following:
      • Daily
      • Every 3 Days
      • Every 7 Days
      • Every 10 Days
      • Every 14 Days
      • Every 30 Days
      • Every 40 Days
  7. PayPal retains each report for forty-five days.

  8. Set Time of Day to the hour, minute, and second when you want the reports to be generated.
  9. PayPal Settlement Report Settings
    PayPal Settlement Report Settings

Frontend Experience Settings

  1. Select the PayPal Product Logo that you want to appear in the PayPal block in your store. The PayPal logos are available in four styles and two sizes. Options include:
    • No Logo
    • We Prefer PayPal (150 x 60 or 150 x 40)
    • Now Accepting PayPal (150 x 60 or 150 x 40)
    • Payments by PayPal (150 x 60 or 150 x 40)
    • Shop Now Using PayPal (150 x 60 or 150 x 40)
    • Tip: Use the Layout Editor to control the placement of the PayPal block in your store. It can be set to appear in the sidebar of your home page and catalog pages.

  2. To customize the appearance of your PayPal Merchant pages, do the following:
    1. Enter the name of the Page Style that you want to apply to your PayPal merchant pages. The options include:
      • paypal: Uses the PayPal page style.
      • primary: The page style which you identified as the “primary” style in your account profile.
      • your_custom_value: The name of a custom payment page style, which is specified in your account profile.
    2. In the Header Image URL field, enter the URL of the image that you want to appear in the upper-left corner of the payment page. The maximum file size is 750 pixels wide by 90 pixels high.

      Note: PayPal recommends that the image be located on a secure (https) server. Otherwise, the customer’s browser may warn that “the page contains both secure and nonsecure items.”

    3. Enter the six-character HTML hexadecimal code without the “#” symbol, for each of the following:
      • Header Background Color: Background color for the checkout page header.
      • Header Border Color: 2-pixel border around the header.
      • Page Background Color: Background color for the checkout page and around the header and payment form.
    PayPal Frontend Experience Settings
    PayPal Frontend Experience Settings

Step 4: Complete the PayPal Express Checkout Settings

  1. Click to expand the Basic Settings - PayPal Express Checkout section. Then, complete the Express Checkout settings, as follows:
    1. Enter a Title to identify this payment method during checkout. It is recommended to set the title to “PayPal” for each store view.
    2. If you offer multiple payment methods, enter a Sort Order number to determine the sequence in which PayPal Payments Standard is listed with the other methods. Payment methods appear in ascending order based on the Sort Order value.
    3. Set Payment Action to one of the following:
      • Authorization: Approves the purchase and puts a hold on the funds. The amount is not withdrawn until it is “captured” by the merchant.
      • Sale: The amount of the purchase is authorized and immediately withdrawn from the customer’s account.
      • Order: The amount of the order is neither captured nor authorized in the customer’s balance, bank account, or credit card at PayPal. The Order payment action represents an agreement between the PayPal payment system and the merchant, which enables the merchant to capture one or more amounts up to the “ordered” total from the customer’s buyer account, over a maximum of 29 days. After the funds are “ordered,” the merchant can capture them at any time during the following 29 days. Capturing of the order amount can be done only from the Magento backend, by creating one or more invoices.
    4. If the Payment Action is set to “Order,” three additional fields become available, which correspond to settings in your PayPal merchant account:
      • Authorization Honor Period (days): Defines how long the primary authorization stays valid. The value should be equal to the corresponding value in your PayPal merchant account. The default value in your PayPal merchant account is 3. To increase this number you need to contact PayPal. The authorization becomes invalid at 11:49 p.m., U.S. Pacific Time, of the last day.
      • Order Valid Period (days): Defines how long the order remains valid. When the order becomes invalid, you can no longer create invoices for it. Specify the value equal to the Order Valid Period value in your PayPal merchant account. The default value in your PayPal merchant account is 29. To change this number, you need to contact PayPal.
      • Number of Child Authorizations: Defines the maximum number of authorizations for one order; that is, the maximum number of the online partial invoices you can create for one order. The number in this field should be equal to the corresponding setting in your PayPal merchant account. The default number of child authorizations in your PayPal account is 1. To increase this number, you need to contact PayPal.
    5. To display the “Check out with PayPal” button on the Shopping Cart page, set Shortcut on Shopping Cart to “Yes.”
    6. To display the “Check out with PayPal” button on the Product Detail page, set Shortcut on Product View to “Yes.”
  2. Complete the Advanced Settings in the next section.
  3. Basic Settings - PayPal Express Checkout
    Basic Settings - PayPal Express Checkout
    .

Advanced Settings

  1. Click to expand the Advanced Settings section. Then, do the following
    1. Set Payment Applicable From to one of the following:
      • All Allowed Countries: Accepts payment from the countries already specified in your configuration.
      • Specific Countries: Accepts payments from only the countries you specify. Hold the Ctrl key down and in the Payment Applicable From list, click each country where you accept payment.
    2. Set Debug Mode to “Yes” to write communications with the payment system into the log file. The log file for PayPal Payments Advanced is payments_payflow_advanced.log.

      Note: Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file.

    3. To enable host authenticity verification, set Enable SSL verification to “Yes.”
    4. To display a full summary of the customer‘s order by line item from the PayPal site, set Transfer Cart Line Items to “Yes.”
      • To also include up to ten shipping options in the summary, set Transfer Shipping Options to “Yes.” (This option appears only if line items are set to transfer.)
    5. To determine the type of image used for the PayPal acceptance button, set Shortcut Button Flavor to one of the following:
      • Dynamic: (Recommended) Displays an image that can be dynamically changed from the PayPal server.
      • Static: Displays a specific image that cannot be dynamically changed.
    6. To allow customers without PayPal accounts to make a purchases with this method, set Enable PayPal Guest Checkout to “Yes.”
    7. Set Require Customer’s Billing Address to one of the following:
      • Yes: Requires the customer’s billing address for all purchases.
      • No: Does not require the customer’s billing address for any purchases.
      • For Virtual Quotes Only: Requires the customer’s billing address for virtual quotes only.
    8. To specify whether the customer can sign a billing agreement with your store in the PayPal payment system when there are no active billing agreements available in the customer account, set Billing Agreement Signup to one of the following:
      • Auto: The customer can either sign a billing agreement during the Express Checkout flow or use another method of payment.
      • Ask Customer: The customer can decide whether to sign a billing agreement during the Express Checkout flow.
      • Never: : The customer cannot sign a billing agreement during the Express Checkout flow.

      Note: To use Billing Agreements, you must first contact PayPal Merchant Technical Support and request that they enable billing agreements for your account.

  2. When complete, click the Save Config button to save the settings.
    PayPal Express Checkout Advanced Settings
    PayPal Express Checkout Advanced Settings

See also:

Getting Started with PayPal Payments Advanced

Setting Up Billing Agreements through PayPal

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