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Setting Up PayPal Payments Advanced (with Express Checkout)

(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 stay on your site during the entire checkout process with this seamless, all-in-one payment solution. 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 automatically enabled with PayPal Payments Advanced. 

The setup includes the following steps:

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.
    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.
  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

You can have two PayPal solutions active at the same time:  PayPal Express Checkout, plus any one of the All-In-One or Payment Gateway solutions. 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 Magento Go store.

  1. From the Admin panel, select System > Configuration.
  2. In the Configuration panel on the left, under Sales, select Payment Methods.
    PayPal Payments Advanced
    PayPal Payments Advanced
  3. In the Merchant Location section, select the Merchant Country where your business is located.
  4. Under PayPal All-in-One Payments Solutions, in the PayPal Payments Advanced section, click the Configure button.
  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 business 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.”
  6. When complete, continue with the Express Checkout settings in the next section.
    PayPal Payments Advanced Authentication Settings
    PayPal Payments Advanced Authentication Settings

Express Checkout Settings

  1. Click to expand the Express Checkout section.
  2. Enter the Email Address that is associated with your PayPal merchant account.
  3. Set API Authentication Methods to one of the following:
    • API Signature
    • API Certificate
    If necessary, click the Get Credentials from PayPal button. Then, complete the following:
    • API Username
    • API Password
    • API Signature
  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. When these sections are complete, set Enable this Solution to “Yes.”
    Express Checkout Authentication Settings
    Express Checkout Authentication Settings
  6. Note: If you later need to set up or change the permissions which are associated with your PayPal account, click the Setup or change your site permissions with PayPal button. Any unsaved configuration settings will be reset, and you will be redirected to the PayPal site.

Step 3: Complete the Basic Settings

  1. If your store has multiple views, make sure to set Current Configuration Scope box in the upper-left corner to the view where these settings apply.
  2. Enter a Title to identify PayPal Payments Advanced during checkout. It is recommended that you use the title, “Debit or Credit Card.”
  3. If you offer multiple payment methods, enter a Sort Order number to determine the sequence in which PayPal Payments Advanced is listed with the other methods during checkout.
  4. 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.
  5. Complete the Advanced Settings as applicable for your store.
  6. PayPal Payments Advanced Basic Settings
    PayPal Payments Advanced Basic Settings

Advanced Settings

  1. At the bottom of the Basic Settings section, click Advanced Settings.
  2. 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.
  3. To configure the use of the three-digit CVV security on the back of credit cards, do the following:
    1. To be able to edit the security code after it has been entered by the customer, set CVV Entry is Editable to “Yes.”
    2. To require that customers enter the three-digit security code from the back of the card, set Require CVV Entry to “Yes.”
  4. To send an email confirmation of the payment to the customer, set Send Email Confirmation to “Yes.”
  5. For developers, identifies the method that is used when information is exchanged with the PayPal server during the completion of a transaction.  The “Cancel” and “Return” URLs refer to the page where a customer returns after completing or cancelling the payment portion of the checkout process on the PayPal server.  Set 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.
  6. Complete the following sections as applicable for your store:
PayPal Payments Advanced - Basic Advanced Settings
PayPal Payments Advanced - Basic - Advanced Settings

Billing Agreement Settings

A billing agreement is a sales agreement between the merchant and customer which 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. 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.” During the checkout process, the Billing Agreement payment option appears only for customers who have already entered into a billing agreement with your company.
  3. Enter a Title to identify this payment method during checkout.  For example, “PayPal Billing Agreement.”
  4. 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.
  5. Set Payment Action to one of the following:
    1. 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.
    2. Sale: The amount of the purchase is authorized and immediately withdrawn from the customer’s account.
  6. 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.
  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.”
  9. PayPal Billing Agreement Settings
    PayPal Billing Agreement Settings

Settlement Report Settings

Your customers can set up a subscription to receive settlement reports from PayPal on a regular schedule. PayPal retains each settlement report for forty-five days.

  1. At the bottom of the Advanced Settings section, click to expand the Settlement Report Settings section.
  2. If you have already signed up for PayPal’s Secure FTP Server, enter the following SFTP Credentials:
    • Login
    • Password
    To learn more, see: Accessing Reports using Secure FTP Server
  3. To run test reports before “going live” on your site, set Sandbox Mode to “Yes.”
    (Don’t forget to set Sandbox Mode to “No” when you are ready to run actual Settlement Reports for your store.)
  4. Enter the Custom Endpoint Hostname or IP-Address. By default, the value is set to: reports.paypal.com
  5. Enter the Custom Path where reports are saved. By default, the value is set to: /ppreports/outgoing
  6. To generate reports on schedule, do the following under Scheduled Fetching:
    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
    3. Set Time of Day to the hour, minute, and second that you want the reports to be generated.
    PayPal Settlement Reports
    PayPal Settlement Reports

Frontend Experience Settings

The Frontend Experience settings give you the ability to customize your PayPal merchant pages to create a more seamless transition when customers are transferred to the PayPal site during checkout.

  1. Select the PayPal Product Logo you want to appear in the PayPal block on the Home and catalog pages of your store. The PayPal logo is 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.

  2. Under PayPal Merchant Pages Style, do the following to customize the appearance of your PayPal merchant pages:
    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.
      • page_style_name: 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.

      PayPal recommends that the image be read from a secure (https) server, to avoid the customer’s browser from displaying a message that the payment page contains insecure items.

    3. Enter the HTML hex code without the “#” symbol, for each of the following:
      • Header Background Color
      • Header Border Color
      • Page Background Color
    4. 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.
    2. Enter a Title to identify this payment method during checkout. It is recommended to set the title to, “PayPal” for each store view.
    3. 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.
    4. 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.
    5. To display the “Check out with PayPal” button on the Shopping Cart page, set PayPal 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.”
    7. Complete the Advanced Settings described below.
    8. PayPal Express Checkout Settings
      PayPal Express Checkout Basic Settings

    Advanced Settings

    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. 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 delivery options in the summary, set Transfer Shipping Options to “Yes.” (This option appears only if line items are set to transfer.)
    3. 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.
    4. To allow customers without PayPal accounts to make a purchases with this method, set Enable PayPal Guest Checkout to “Yes.”
    5. 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.
    6. Set Billing Agreement Signup to one of the following:
      • Auto: Automatically displays the Billing Agreement Signup form.
      • Ask Customer: Asks customers if they want to create a billing agreement.
      • Never: Does not ask customers if they want to create a billing agreement.
    7. When complete, click the Save Config button to save the settings.
    8. PayPal Express Checkout Advanced Settings
      PayPal Express Checkout Advanced Settings

    See also:

    Getting Started with PayPal Payments Advanced

    Understanding PayPal

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