Setting up automatic payments with PayPal, 2Checkout and Authorize.NET

 

Your clients may purchase any package defined in Manage Packages directly from your web site. Once they do that our recurring billing system will bill them monthly/annually until they cancel. To process the transaction we provide integration with several leading payment gateways: PayPal,  2checkout or Authorize.NET. You will need to open your own account with each one of these payment gateways as the funds from all transactions will be deposited directly there.


Before integrating automated payments for your packages, you should have created the packages you will offer in the Package Management area.

 

To enable the automatic payments on your reseller portal, follow these 2 easy steps:

 

Step 1: Integrate with your payment gateway

Note: you can have more than one payment gateway enabled at the same time. This will allow you to process credit card and PayPal payments at the same time.


A. Integration with PayPal payments

  1. Create PayPal non-encrypted & non-hosted payment buttons for recurring subscription (monthly / annual), for each of the packages you will sell using PayPal payments. Please find detailed instructions on creating your PayPal buttons here.
  2. Add the payment buttons to your 'account_upgrade.html' page and any other pages you decide. The 'account_upgrade.html' page is linked to from My Account panel > Change Plan link on your site, so we recommend to have all your upgrade options there as well (in addition to any other pages you decide).
    Please note that after you finalize the integration of account_upgrade.html page with automatic payments, this page will be accessible in end-user view only if the user accessed it from My Account. Attempts to access this page by typing its URL directly will result in redirection to the main page of your reseller portal.
  3. Add this snippet to the bottom of your account_upgrade.html page, and any other pages containing PayPal payment buttons.
  4. Setup the needed forwarding for the Primary email address associated with your PayPal account. Your primary PayPal email address should forward emails to these two addresses:
    • subscr_update@mt.sitekreator.com (this is the system address processing the payment emails. It verifies the format of the email and applies the upgrade / sends an email to the customer.
    • an email address which you will receive (so you can get a copy of each payment notification).
Alternatively, if you don't want to forward the primary email address to the two email addresses above, you can add a rule in your mail server to forward all emails sent To you From @paypal.com to subscr_update@mt.sitekreator.com.

 

B. Integration with 2Checkout payments 

  1. Register at 2checkout.com as a seller.
  2. Set the email inside Account > User Management at 2Checkout to be the same as your PayPal primary email address. If you don't integrate PayPal payments, here are the requirements for this email address.
  3. Create your products (i.e the paid plans you will sell), and generate payment buttons for them. Please check detailed instructions on creating your 2Checkout buttons here.
  4. Add the buttons to your 'account_upgrade.html' page, and any other pages you decide.
  5. Add this snippet to the bottom of your account_upgrade.html page, and any other pages containing 2Checkout payment buttons.
  6. Add the text below to your Account Upgrade page (2Checkout requirement):

--

* 2CheckOut.com Inc. (Ohio, USA) is an authorized retailer for goods and services provided by your company name here.

--


C. Integration with Authorize.NET payments

  1. Register an Authorize.NET merchant account
  2. Enable the CIM service in your Authorize.NET (Additional fee applies for CIM!) - after you login to your Authorize.NET account click on "Merchant Profile" and you will see the CIM service listed
  3. Get your API Login ID and Transaction Key - they could be found under your Authorize.NET account > Account > Settings > API Login ID and Transaction Key.
  4. Send the API Login ID and Transaction Key to SiteKreator Support
  5. Set up the account_upgrade.html page with the needed buttons for different packages. The buttons should go to "https://ssl.netclime.net/Shared/Html/cc_billing.html?package_code=<the package code>" as an external link.
  6. If this snippet is not added yet on the page - add it at the bottom.      

 


Step 2: Test the setup.

After you completed Step 1, published all pages you updated and applied the redirection for your email address, you may now test whether the automated payments are correctly set up and working. You may test with a real Credit card / PayPal account and cancel the subscriptions/payments right after that - your credit card and PayPal accounts will not be charged when cancellation is immediate.

    • sign up a test account from your reseller portal
    • go to My Account > Change plan and try purchasing each of the packages from your Account Upgrade page. Try any of the packages, with either of the payment options you've set up.
    • after the purchase your test account should get automatically upgraded (you may verify that from Manage Accounts reseller panel, or from My Account panel for the test account), and a successful purchase email will be sent to the email of registration

 

If your first test payment did not automatically apply the upgrade - please contact us before proceeding with the next one.