Overview

2Checkout automatically sends out the Invoice email to business customers providing full details on their purchase and finalized transaction.

As of August 31, 2016, you can use a redesigned template complete with fresh content (sample below). The new template has replaced the previous Invoice email, but any customization you have in place, either in terms of styling or content, continues to be available.

Availability

All 2Checkout accounts.

What is the purpose of this email?

2Checkout sends out this email to provide business customers with the invoice in PDF format.

Email content

The email includes the following:

1. Card statement details.
2. PDF with the invoice.
3. Order details including reference, payment method, and total transaction value.

Sample

Preview and test email

Navigate to the Email template manager section to:

• Preview and test current templates for emails sent to your shoppers
• Customize the header and the footer sections by creating custom templates you can assign to your emails

Access the Invoice email under the Order section.

Why don't I see the new template for this email?

The redesigned template for the Invoice email has automatically replaced default templates.

If your preview of Invoice email does not show the new template, you are most probably using a customized version that includes content and/or styling your company requested at a certain point in time.

You can compare the above sample to your current template and send us an email if you decide the new one suits your business needs better. We will work with you on the switch.

Overview

Customize the out-of-the-box shopping cart templates offered by 2Checkout and create completely personalized designs of the interface your customers use during their purchase.

Saved template customizations have an immediate effect on the shopping cart design.  When clearing the cache/cookies of the current session, even if an interface template is assigned, it is possible that the default cart will load.

Availability

All 2Checkout accounts.

How to add a cart/checkout template

1. Log into your Merchant Control Panel.
2. Go to Setup → Interface templates.
3. Scroll down to the Template Gallery and click Add to drafts on the template that you want to use.

Customize a cart/checkout template

1. Identify the cart template you want to customize from those added to the Draft templates area.
2. Click Edit. 
3. After implementing your changes, you can preview your new customized cart template.

Template localization

By default, the English template is used for all languages if you did not define any localized templates. You can change this in two ways:

1. Click the links available for each language and add/edit the template for that specific language.
2. Check the checkboxes next to the languages you want to save a copy of the default template for. Subsequently, you can click on each language and edit the specific copy of the default template for that language as a standalone item.

Use a custom template on a different website

If you generate sales from a different website and you want to include that address in the emails the 2Checkout system sends to the shoppers, enable the Define the URL to be included in the notifications to customers as the sale source option and enter the address of the website in the dedicated field.

External JavaScript and CSS files

As an alternative to using 2Checkout’s templates, you can add your own JavaScript and CSS files to fully customize your customers’ experience. Keep in mind, though, that changing these files is an advanced operation best handled by experienced programmers.

To change the external JavaScript and CSS files, go to Media Center and upload your files. 2Checkout will automatically merge the files with the built-in interface files. Unless you upload your custom CSS and JS files to a secure 2Checkout server, 2Checkout cannot establish a secure connection (SSL) for your customers.

You can upload one or more CSS and JavaScript files according to your needs. When you upload multiple CSS or JS files, the last ones added will take precedence over previous ones. Custom CSS and JS files override the default ones. 2Checkout recommends that you use only a single .CSS file and a single .JS file in order to optimize page load time.

Once you upload the CSS and JS files, you can see them in the External JavaScript and CSS files section of the custom template Edit page. You can also implement full or partial advanced personalization by using custom templates.

HEAD Information

In addition to customizing the CSS and JS files, you can also edit the following:

• Doctype declaration
• Page title
• META & CSS
• HTML code
• JavaScript code

Click Save after you’re done making inline changes

Scroll down to the bottom of the page and click the Save button. The Save with comments button is designed to allow you to add observations to a custom template.

BODY Information

The BODY Information section allows you to modify the HTML code for the body of the page as well as the JavaScript code.

Click Save after you’re done making changes

Introduction

Use the Avangate API to create, update and extract product catalog and pricing information for your account, place orders and manage subscriptions.

Workflow

1. Use the following URLs:

https://api.avangate.com/soap/3.0/

Full service description is available at: https://api.avangate.com/soap/3.0/?wsdl

1. Authenticate using the login method and create a session (connection).
2. Throughout the lifetime of the session (max 10 minutes) you can invoke all Avangate API methods. To invoke methods you need to send a request to Avangate.
3. The Avangate system provides responses for all requests.

Code samples

The code samples included in this document work with PHP version 5.6.  

Overview

UnionPay is a payment method available worldwide, but very popular in APAC countries. It supports recurring payments.

Availability

UnionPay is very popular in China, Macau, Hong Kong, and Singapore.

Supported currencies

CNY, USD, EUR, GBP, AUD, CAD, CHF, JPY, PLN, SEK, RUB, BRL, ZAR.

Workflow

1. Consumers place orders and choose to pay with UnionPay.
2. Consumers are redirected to UnionPay and select their preferred authentication method
3. UnionPay submits the authorization request to 2Checkout.
4. The issuer provides feedback with the result of the transaction to UnionPay. When a transaction is successful the funds are transferred to UnionPay.
5. UnionPay provides feedback with the result of the transaction to an intermediary payment processor.
6. The payment process provides feedback with the result of the transaction to the 2Checkout.
7. UnionPay provides reporting to the payment processor.
8. The payment processor settles the funds directly into 2Checkout's local bank account, issues reports, and invoices.

F.A.Q.

1. What email does 2Checkout send to shoppers to confirm orders?
   
   • 2Checkout send emails similar to those used for the Wire transfer process, treating UnionPay as an offline payment method (not instantaneous).
2. Does 2Checkout send follow-up emails for unfinished payments with UnionPay?
   
   • 2Checkout sends the same type of emails as it does for other offline payment methods: Bank/Wire transfer, Boleto/Pix. The first email is sent 7 days after shoppers place their order.
3. How long does 2Checkout try to collect funds for an unfinished payment?
   
   • 2Checkout performs daily, successive tries to collect funds for orders placed using UnionPay as a payment method for 30 days.

Overview

Neteller is a digital wallet that allows you to perform online payments in multiple currencies. Neteller provides businesses and individuals with a fast, simple and secure way to pay online. The Neteller account is an online stored-value account that over 23 million account holders use to transfer funds to Neteller merchants.

Availability

Neteller is available on all 2Checkout accounts. Go to Payment methods to enable it on your account.

Neteller is available worldwide, except for Japan.

Benefits

• Enhanced payment experience. Neteller Money Transfer is a fast, simple, and secure way to instantly send money online.
• Increased market share. Neteller is an online payments provider with over 23 million account holders.
• Safer payment environment. Neteller uses industry best practices to offer its holders a secure payment environment.

Currencies

2Checkout supports Neteller payments in the following currencies: 

• EUR
• USD
• GBP

Purchase flow

1. Shoppers select the Neteller payment method during checkout and continue to the next step.
2. 2Checkout redirects them to Neteller.
3. They log in to their Neteller account and confirm the payment.
4. Once the payment is done, 2Checkout redirects shoppers to the shopping cart Thank you page.

Recurring billing

Neteller does not support recurring billing for subscription renewals.

IPN

IPN notifications for orders placed with Neteller have the value NETELLER associated with the PAYMETHOD_CODE parameter.

Refunds

Neteller supports automatic refunds.

Lead management

You can engage your customers through Lead Management campaigns, for turning unfinished payments into complete orders. More details here.

Overview

Use Order search data portability capabilities to generate and export a chargeback dispute report.

Create a custom template for the chargeback report in order search

Before generating a chargeback report you need to create its corresponding order search export template. Follow these steps:

1. Go to Orders & customers -> Order search.
2. Run a search. Optional: you can filter results, but this is not necessary.
3. Click Export.
4. Click Edit templates in the pop-up.
5. Click Add new template on the Export Templates settings page.
6. Enter a unique name for this order search export template. For example: Custom Chargebacks Report.
7. Select the information that will be included in this report. For example:
   
   • Under Order:
     
     • Reference no
     • Order date
     • Chargeback status
     • Chargeback reason
   • Under Product:
     
     • Product ID
     • Product
   • Under Price:
     
     • Currency
     • General total
   • Under Customer and End User information:
     
     • Client
   • This enables you to choose the column headers of the order search report which can be exported as a .CSV (comma separated values) or an .XLS (Excel) file, or the XML elements when the export is a XML file.
8. Once you selected the type of details to be included into the report, click the arrow button between the Additional Column headers and the Template Column headers fields.
9. The desired details will be added to the Template Column headers. Click Save to add the new template to the list of existing items.

Note: You can include additional info in the report, based on your account's specific setup.

For complete guidance on order search export templates please read: Custom order search export templates - XML , CSV, XLS.

Export a custom chargeback report using order search

1. Navigate to Order search under Orders & customers.
2. Under order status, select Finished. Chargebacks can only be opened for finished orders.
3. Select the desired order search interval.
4. Run a search.
5. Click the Export button.
6. In the pop-up, select the desired download format, for example CSV.
7. Open the menu under Export Templates and select the custom chargeback export template you created. Click Export.
8. Save the exported chargebacks report locally on your machine, and open it with your preferred CSV editor (you can use Office Excel for example).

The report will include all orders returned to the search you performed, but you can filter content based on the Chargeback reason and Chargeback status column headers.

Introduction

Use the Avangate API to create, update and extract product catalog and pricing information for your account, place orders and manage subscriptions.

Workflow

1. Use the following URLs:

https://api.avangate.com/soap/4.0/

Full service description is available at: https://api.avangate.com/soap/4.0/?wsdl

1. Authenticate using the login method and create a session (connection).
2. Throughout the lifetime of the session (max 10 minutes) you can invoke all Avangate API methods. To invoke methods you need to send a request to Avangate.
3. The Avangate system provides responses for all requests.

Code samples

The code samples included in this document work with PHP version 5.6.  

Overview

Apply promotions to recurring charges, overwriting the renewal price configured for each product included in the promotion.

Availability

You can configure all regular promotions to apply to either all recurring charges or a limited number.

Adding a recurring promotion

1. Go to Marketing tools -> Promotions -> Regular promotions.
2. Click Add regular promotion.
3. Give the promotion a suggestive title and description. Shoppers can see the promotion title during purchase.
   
   • Add localized promotion names for any of the supported languages. The 2Checkout shopping cart automatically displays localized promotion names based on the selected shopping cart language.
4. Select when you want the promotion to run. You can limit promotions to a specific time interval or let them run indefinitely. To start a promotion as soon as you mark it Active, leave the start date empty. If you don't set the end date, the promotion will stop when the maximum number of orders has been reached or will continue to run if the maximum number of orders is unlimited.
5. Choose the coupon/voucher type:
   
   • Single - one voucher to impact multiple orders;
   • Multiple - individual and unique, per-order vouchers.
6. Choose whether to restrict the promotion to a number of orders, or apply it for all orders. This option is only available for single coupons.
7. Fill in the promotion coupon/voucher code. The maximum length of a coupon code is 255 alphanumeric characters.
   
   • Single: enter the coupon values manually
   • Multiple: either add the values manually one coupon per line, or use the coupon generator available in the Merchant Control Panel to generate 5, 10, 20, 30, 50, or 100 vouchers at a time and either append them to an existing list or replace existing items. The generator creates random vouchers that resemble this: D8C10E32. 2Checkout recommends limiting the number of coupon codes to a maximum of 25000.
8. Choose whether or not to apply discounts automatically. Only available for single coupons. This option applies discounts to all selected products in all orders, without the need for shoppers to enter the coupon manually.
9. Configure the recurring settings. You can apply it to none, to one recurring charge, to all or to a specific number of recurring charges after which the renewal price is recalculated.
10. Choose whether or not to publish the promotion to the 2Checkout Affiliate Network.
11. Activate the promotion.
12. Select the products to be included in the promotion.
13. Click Save.

Renewal discounts

As an alternative to recurring promotions, you can configure renewal discounts. In this case, the coupon is applied automatically per product during renewal. 

1. Go to Setup -> Renewal -> Renewal discounts.
2. Click Add renewal discount.
3. Enter a promotion title (visible to shoppers during purchase) and description.
   
   • Add localized promotion names for any of the supported languages. The 2Checkout shopping cart automatically displays localized promotion names based on the selected shopping cart language.
4. Enter the discount coupon code in the discount code field.
5. Set the discount to either percentage-based or fixed.
6. Select the number of renewal charges to apply the discount to. You can apply it to:
   
   • one renewal charge 
   • each renewal charge
     
     • Formally named The first renewal charge only. 
     • Discounted price will be calculated on each renewal.
   • all renewal charges
     
     • Discounted price is only calculated once and used for all future renewals (usage costs are not impacted).
   • each number of renewal charges (defined by you)
     
     • Formally named A limited number of charges. 
     • Discounted price is calculated every x renewal charges.
7. Save the promotion.

By choosing to apply the discount to all renewal charges, 2Checkout will set the discounted price as the subscription custom price.

Overview

Use the getInvoices method to extract shopper invoices from the Avangate system based on unique order references. The method returns the binary code for invoices in the PDF file format, Base64 encoded (Base64 is used to represent binary data in the ASCII string format).

getInvoices works for COMPLETE orders for which an invoice was already issued. For refunded orders, getInvoices provides two shopper invoices, one for the original order and the second for the refund, reflecting the repayment made.

In the case of cross-selling orders which contain products from different merchants, getInvoice enables you to re-send only the invoices for your own offerings.

Parameters

Request

<?php

require ('PATH_TO_AUTH');

$reference = 'ORDER_REFERENCE';

$jsonRpcRequest = array (
'method' => 'getInvoices',
'params' => array($sessionID, $Reference),
'id' => $i++,
'jsonrpc' => '2.0');

var_dump (callRPC((Object)$jsonRpcRequest, $host, true));

Response