Overview

2Checkout supports advanced customization of myAccount enabling you to offer your customers a unified purchase and post-sale experience by tailoring myAccount to match your brand as well as the look and feel of your online store and shopping cart.

Benefits

• Control the post-sale 2Checkout customer service platform for your shoppers, focusing it only on interactions they have with your company.
• Build a personalized shopper portal experience for your customers complemented by branding and a design aligned with the look and feel of your website.
• Offer a seamless transition from your store to the shopper portal, complete with capabilities enabling subscribers to manage subscriptions, upgrade and even update their information, including payment details, via a single account.
• Hosting myAccount on a custom domain enables you not only to reduce potential shopper confusion since it's the same domain as you online store and the shopping cart, but also to focus it exclusively on the relationship with your shoppers, since only the products purchased from you are displayed.

Requirements

1. Enterprise Edition Suite: Advanced myAccount customization is available for 2Checkout vendors running the Enterprise Edition Suite.
2. Custom host: myAccount customization capabilities are available only in tandem with custom domains.

myAccount options

• Default - The Default version of customer myAccount is available to all your customers unless you personalize the shopper portal.
• Simple customization - the simplest way to personalize the design of myAccount and unify the shopping and post-sale experiences. Use the Simple customization options at your disposal to change the characteristics of standard myAccount user interface elements. Note: You need to host myAccount on a custom domain to have access to Simple customization capabilities.
• Advanced customization - Control every aspect of your customers' myAccount post-sale experience. Full myAccount personalization is supported with the use of custom templates. Upload your own CSS (cascading style sheet) and JS (JavaScript) files and use them to offer your own version of myAccount to your customers. Note: You need to host myAccount on a custom domain to have access to Advanced customization capabilities.

Edit myAccount interface templates

To customize myAccount, access Interface templates under Setup, and select the myAccount tab. The Default template option is selected provided that no personalization was introduced, and you can select either:

• Simple customization
• Advanced customization

Simple customization

Provide a consistent, unified shopping experience by personalizing the design of myAccount. In addition to hosting myAccount on a custom domain, and focus it exclusively on the relationship with your shoppers, 2Checkout supports the customization of user interface elements, providing you with the tools to offer a consistent and unified experience.

You can customize the customer myAccount template selected by default by selecting the Custom option.

• Branding - Custom myAccount designs will be branded experiences, featuring the same logo as the one uploaded in the 2Checkout Control Panel, under Account settings, in the Company Logo area.
• Styles - you also control the color styles for myAccount text, icons, page title and subtitle, links (for new, hover and visited), for tabs (selected, hover) and tab text, as well as for the table header background and text. All you need is the hexadecimal codes for the new color you want to implement, but a default basic color selector is also available.

Taking advantage of the personalization options, you can redesign customer myAccount.

Advanced customization

Advanced customization is better suited if your myAccount personalization needs are more complex than what Simple customization can deliver. You can upload one or more .CSS files, and similarly use a single or multiple .JS files.

The last CSS or JS files you upload take precedence over previously uploaded items.  We recommend that you use only a single .CSS file and a single .JS file in order to optimize page load time.

Custom myAccount template requirements

Upload all files including CSS, JS but also graphical elements to 2Checkout's server via Media center. Unless uploaded to the 2Checkout servers, these files will not allow for an SSL connection to be established.

To build a new template from scratch click the Add template button.

Note: When first created, all new templates will use the default 2Checkout styles. Adding a new template without customizing it does not create a fully functional myAccount. For example, the menu is missing, since it's expected of you to add it during the redesign process.

Save a custom template

1. Make sure that the checkbox next to the My Account option in the Add template area is checked.
2. English is the default language for templates and cannot be unchecked. Select the additional languages in accordance with the location of the customers you'll target with custom myAccount shopper portals. Click on a language link to add/edit the template for that specific language. Check the boxes for the languages in which the template will be saved. Standalone copies of the template are available for the languages selected and you can manage them independently. By default, the English template will be used for all languages if no other localized templates are defined.
3. Name your template to make it easily distinguishable from others.
4. Upload External JavaScript and CSS files via Media center. 2Checkout Interface Templates use JavaScript and CSS external files to ensure a fast page loading time. Upload external JavaScript and CSS files via "Media Center." 2Checkout will automatically merge the files with the built-in interface files and serve them from a CDN (Content Delivery Network) for increased performance. For minor modifications, please use the inline editors below to overwrite specific lines in the existing .CSS or .JS files. Note: Changing these files is an advanced operation best handled by experienced programmers.
5. Add your custom CSS and JS files. To upload the files, use the Media Center area of the Control Panel. Unless custom CSS and JS files are uploaded to a secure 2Checkout server a secure connection (SSL) cannot be established for your customers. Once uploaded, the CSS and JS files will be featured in the External JavaScript and CSS files area of custom myAccount templates. When added to a template, the custom .CSS and .JS files will override the default .CSS and .JS files used by 2Checkout for myAccount. Note: Any code inserted inline in the editors will overwrite the code inserted in the external .CSS and .JS files. Important: Make sure to delete from the inline editors any pieces of code that you customized using external .CSS and .JS files. For example, if you defined the full CSS through an external file, delete the code in the inline editor completely. However, in scenarios in which you customized only some portions of the template using the .CSS file, leave the necessary code in the inline editor.
6. In addition, you can also edit the:
   
   • Doctype Declaration
   • Page Title
   • Page HTML Code

   Click Save per-editor after inline changes.

7. 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.

Save a custom template with inline changes only

Follow steps 1 through 4 as described above.

Use the Meta & CSS and JavaScript Code editors to enter the custom CSS and JS code for your personalized myAccount template. Click Save per-editor after inline changes.

This area is designed to style both myAccount and Customer Support.

When present, code in the inline editor will override both the custom .CSS and .JS files added to a template as well as the default .CSS and .JS files used by 2Checkout for myAccount.

Note: Any code inserted inline in the editors will overwrite the code inserted in the external .CSS and .JS files.

Steps 6 and 7 are the same as described in the section above.

Tags

Menu links

• <--{MENU_LINK_MY_ACCOUNT}-->
• <--{MENU_LINK_ORDER_LOOKUP}-->
• <--{MENU_LINK_MY_PRODUCTS}-->
• <--{MENU_LINK_USER_DATA}-->
• <--{MENU_LINK_SUPPORT}-->

Extra functionality

• <--{LANGUAGES}-->
• <--{LOGOUT_LINK}-->

Content: <--{PAGECODE}--> (mandatory) It's designed to load the dynamic content of myAccount in accordance to the specific user.

Set a default template

Once you're done customizing or adding a personalized template, head over to Interface templates under Setup, click the myAccount tab and select advanced customization. Hit the Set default button for the custom template that you want your customers to see when they login into myAccount.

Preview a custom template

Navigate to Interface templates under Setup, click the myAccount tab and select advanced customization. Use the Click here link to preview the myAccount interface template. Note: In scenarios in which you're using localized custom templates, you'll be able to preview myAccount versions for each language.

Alternatively, click to edit the desired template, and in the General area on the next screen make sure the myAccount option is selected in the Preview in drop-down menu and click the Preview button.

Delete a default template

Navigate to Interface templates under Setup, click the myAccount tab and select Advanced customization. Click to edit the template you want to delete, scroll down to the bottom of the screen and hit the Delete button.

Generate links

Generate links for the myAccount home page, as well as for all other pages of the customer portal. These links can subsequently be used when building your personalized template.

Navigate to Interface templates under Setup, click the myAccount tab and select advanced customization. Open the drop-down Click here menu, and select Generate links. Alternatively, make your way to Generate links under Setup, and click on the myAccount Links tab.

In the next area, you'll be able to select myAccount pages and generate links for a specific template and language combination. Link testing functionality is also available.

Once generated, integrate these links into your custom myAccount template.

Generate links for the Customer Support page

Links to the Customer Support page are generated in a separate area of the Control Panel. Navigate to Generate links under Setup, and click on the Customer Support Links tab. This area enables you to select the template and the language for which Customer Support page links will be generated.

Templates available in this area include only those that impact:

• Customer Support
• Customer Support and the Shopping Cart
• Customer Support, myAccount and the Shopping Cart

Template parameters

A unique parameter is associated by default to each custom template. You'll be able to notice that for custom templates, the links contain the MYACCOUNTSTYLE parameter, followed by an alphanumeric combination (string).

Use MYACCOUNTSTYLE to serve a different version of myAccount to customers, than the default template.

Let's assume the &MYACCOUNTSTYLE=12345 designates the default template and that &MYACCOUNTSTYLE=123456789 is associated to another custom template. If &MYACCOUNTSTYLE=123456789 is present in links, myAccount will be style according to the custom template associated to this parameter, even though it's not set as the default template.

When the MYACCOUNTSTYLE parameter is used, the custom template it's associated to will always be served, during the same browser session, regardless of whether the same identifier continues to be present in all other links or not.

In scenarios in which no MYACCOUNTSTYLE parameter is used at the start of a browser session, the default template associated to myAccount for your account will be used.

Customer Support

Custom templates defined for myAccount also impact the Customer Support area. When creating a personalized template for your customer hub, attempting to select the myAccount option will automatically also check the checkbox for the Customer Support page. Since the Customer Support page can be accessed from myAccount, it's preferable that it shares the same look and feel as the rest of your customer hub.

At the same time, access to Customer Support is also available via the Shopping cart. In scenarios in which shoppers make their way to the Customer Support page from the shopping cart, these areas will share the same template.

Products Objects

Two JavaScript products are available in myAccount:

• 2CHECKOUT_PRODUCTS - in the My Products page
• 2CHECKOUT_PRODUCT - in the View Product page

The two JS products contain all information visible to customers accessing myAccount, as well as some additional details.

FAQ

1. How can shoppers access myAccount?

Your shoppers can access the customer myAccount through a secure, encrypted connection at https://secure.avangate.com/myaccount which supports a trusted shopping experience.

2. Do I need to create myAcount accounts for shoppers?

Shoppers are automatically registered into the customer myAccount service when they first place an order on your website if you're taking advantage of the 2Checkout platform. They need the email address used during the ordering process or the order number to receive all their login credentials, including a password. But at the same time, shoppers can easily login into their account using their Google, Yahoo! or AOL ID, without the need to know the password that was set for their myAccount.

3. What do I need to take advantage of custom myAccount?

Custom 2Checkout myAccount domains are available in tandem with personalized Ordering Hosts, providing your customers with accounts which share the same domain as the shopping cart used to buy your products.

Take advantage of custom myAccount domains to centralize and offer access only to information for the products that shoppers purchase from you, filtering out their actions in the 2Checkout network that are not related to your subscriptions/licenses.

Overview

ConvertPlus simplifies the process of collecting payments from shoppers using major credit/debit cards, PayPal, Apple Pay, Alipay, Boleto/Pix, bank/wire transfer, iDEAL, and SEPA Direct Debit. We are building and adding new features continually.

Recommended resources

Availability

ConvertPlus is available to all 2Checkout accounts.

To enable the ConvertPlus on your merchant account, contact the 2Checkout Support Team.

Requirements

2Checkout merchants who already have the new shopping cart enabled can generate buy links for the optimized purchase flow from the 2Checkout Control Panel.

Generate buy links

Follow the steps below to generate buy links for your products using the new shopping cart.

1. Login to the 2Checkout Control Panel.
2. Go to Setup -> Generate links.
3. Click the ConvertPlus tab in the Checkout Links area.
4. Select the products you want to generate checkout links for. In case you are using dynamic products, read the instructions from this article.
5. Choose the product quantity.
6. Click on Generate link.
7. Copy the generated link and add it to your website.

Test buy-links

You can test the link before adding it to your website in multiple ways:

• Copy the link and paste it into your browser’s address bar.
• Click on Test link to open it in a new browser tab.
• Scan the QR code with a smartphone app to view the checkout page on a mobile device.

Supported payment methods

2Checkout ConvertPlus supports the following payment methods:

• Credit/debit card
  
  • Visa
  • Visa Electron
  • MasterCard
  • Maestro
  • American Express
  • JCB
  • Discover
  • UnionPay
• PayPal
• PayPal Express
• Bank/Wire transfers
• SEPA Direct Debit
• iDEAL
• Boleto/Pix
• Credit cards with installments
• Apple Pay
• Alipay

ConvertPlus is optimized to display popular payment methods based on shopper location. This makes it easier for customers to complete a purchase using their favorite payment method, which will result in a higher conversion rate for you.

Purchase flow

The checkout experience is ensured by a one-page checkout flow that enables shoppers to quickly finalize their purchases without spending too much time in the shopping cart.

1. Shoppers add the products to their cart.
2. Once they reach the shopping cart they can select product options/plans and add a coupon code (if applicable).
3. They select the payment method.
   • If they choose to pay by card, they enter the billing and card information and finish the payment.
   • If they choose to pay through PayPal, 2Checkout automatically takes them to PayPal’s login page where they have to agree and continue with the payment. Afterwards, the shoppers will be redirected to the 2Checkout shopping cart to complete the purchase.
   • If they choose to pay through bank/wire transfer, 2Checkout provides them with the required payment details so they can complete the transfer.
   • If they choose to pay through iDEAL, 2Checkout automatically takes them to the iDEAL page and they can complete the payment there.
   • If they choose to pay through Apple Pay, an Apple Pay payment sheet opens on top of the checkout page on their Apple device.
   • If they choose to pay through Alipay, they enter the billing information and then 2Checkout automatically takes them to the Alipay page where they can complete the payment.
4. 2Checkout redirects them to the Finish page.

ConvertPlus Cart Editor

The Cart Editor module allows you to perform simple customizations to ConvertPlus cart themes, to make the shopper payment experience unique.

Click here to learn how to use the ConvertPlus Cart Editor.

Supported features

Given the continuously developing nature of this project, the new 2Checkout shopping cart currently supports a limited feature subset of the current shopping cart.

Refer to the feature list below to confirm the availability of the features that you are interested in.

Overview

As your dedicated provider of commerce services, it is 2Checkout's responsibility to stay up to date on worldwide financial and legal requirements to make sure you benefit from a seamless and fully compliant international buying and selling experience. 

European VAT rates

European Union countries

*Verifone Payments BV dba 2Checkout is registered in the Netherlands, impacting the VAT calculations for B2B transactions.

** Post Brexit, we will start collecting VAT through our newly registered UK ID. Till then we continue to collect VAT from the UK via our VAT ID in the Netherlands.

VAT exemption

VAT-registered business customers based in the European Union can pay for their orders while being charged according to the VAT ID they provide. VAT ID support is available for all 2Checkout purchase flows, including Express PayPal Checkout.

Non-European Union countries

Sales made by Verifone Payments BV dba 2Checkout to customers in Iceland, Norway, and Switzerland are subject to each country’s VAT rate. Non-EU companies providing electronic services to customers in multiple EU countries are encouraged to use MOSS (Mini One-Stop-Shop) to collect and distribute VAT more efficiently.

* Norwegian companies with valid TAX IDs are tax-exempt.

** Serbian companies are charged 5% for the withholding tax, in addition to the 20% standard tax rate.

Non-European countries

* Indian companies that provide GSTIN are tax-exempt. No VAT is applicable if a valid VAT ID from Oman is provided.

** Australian, New Zealand, Canadian (Quebec only), and Singapore companies that provide a valid VAT/GST ID are tax-exempt. If a valid VAT/GST ID is not provided, the invoice will be issued with Sales tax. For Singapore and New Zealand, 2Checkout is not required to validate the VAT-ID documents provided by shoppers.

Taxes in Argentina

Argentina has made recent changes to its tax laws which impact purchases by Argentine shoppers. Merchants should be aware of these tax costs so they can adjust pricing (if they so choose) or at least be aware of the competitive landscape of selling in Argentina.

Argentina places the responsibility for applying VAT and other taxes on banks and credit card processors and not on selling merchants. Therefore, 2Checkout will not issue invoices showing tax collected from Argentine shoppers. Instead, the Argentine shoppers' bank will apply an appropriate tax levy on top of 2Checkout charges for merchandise purchased. The bank then remits the tax to the Argentine Tax Authority.

On September 16, 2020, Argentina passed a new tax measure that applies an additional 35% tax on top of existing VAT and other taxes. As such, an item purchased for ARS 100 will ultimately cost the shopper ARS 164.

Canada GST/PST Tax

US Sales Tax

Verifone Payments BV dba 2Checkout collects sales tax for a number of US states, however, the tax rate varies depending on the address of the shopper.

*A flat sales tax rate of 8% is applied to all transactions in Texas.

Frequently Asked Questions

• It appears that the place of supply is calculated differently for phone consulting and software. Do I have to tell you what kind of service I am selling when I bill someone?
  
  • Yes, you should provide an accurate description of your products in the Order Form/Contract so that we can represent them correctly when we resell them.
• How does 2Checkout calculate the VAT/sales tax value for all orders?
  
  • 2Checkout calculates the VAT/sales tax value based on the delivery address details provided by the customer in the shopping cart.

Overview

Perform easy account management via API Requests. The 2Checkout API portfolio contains extended capabilities that can help you automate processes as: creating products or promotions, placing orders (both with catalog and dynamic product information), issuing refunds, retrieving the shipping price for an order, handling subscriptions and many others.

Overview

Magento is an open-source PHP-based eCommerce platform that offers merchants a high degree of flexibility and control over the user experience, catalog, content, and functionality of their online store. You can integrate your Magento 2 web store with 2Checkout by following the steps in this guide.

The new Magento connector will enable merchants to process orders with ConvertPlus, InLine Cart, and 2Pay.js.

Availability

Magento 2 integration is available only for 2Checkout accounts that handle their own tax and invoice management (2Sell and 2Subscribe accounts).

Merchants using the Magento connector built on the legacy 2Chechout hosted cart will be able to upgrade to the new Magento connector as well.

Magento Settings

Follow these steps to integrate Magento 2 connector:

1. Download the 2Checkout Payment module from Github and click on the Releases tab to find the latest release.
   
2. You can also download the connector directly from the Master branch, as it always reflects the latest release.
3. Upload the files to your server, to your instance of Magento 2. Each file must be uploaded to the correct directory.
   
4. Sign in to your Magento 2 administration panel and navigate to System → Cache management.
   
5. On the Cache management page, click on the Flush Magento Cache button.
   
6. Go back to the System tab and select Index Management.
   
7. On the Index Management page, select the Update on save option and click on the Submit button to re-index all templates.
   
8. In the Magento admin panel, go to Stores → Configuration.
   
9. Under Configuration, click on the Sales tab and scroll down to Payment methods.
   

10. Under Payment methods, you will see 2checkout Hosted and 2checkout Payment API.

    • Select 2Checkout hosted to use the ConvertPlus or InLine shopping carts.
    • Select 2Checkout Payment API to use 2Pay.js.

    

11. After selecting your payment methods configuration, input your:

    • Merchant Code in the field 2Checkout Merchant Id
    • Buy-Link Secret Word in the field Buy link secret word
    • Secret Key in the field Secret key

    from the 2Checkout Merchant Control Panel.
    

12. Select your settings for the 2Checkout hosted option and click on Save Config to save your settings. For the Use Inline Checkout field select No, if you want to use ConvertPlus as your default shopping cart.
    

13. Select your settings for the 2Checkout Payment API option and click on Save Config to save your settings.
    
    The Test Mode dropdown enables or disables the demo mode. If it’s set to Yes, then any placed order is for demonstration purposes only and has no impact on the store.

    • The Merchant ID field is your Merchant Code which can be found in your 2Checkout Merchant Control Panel, under Integrations → Webhooks & API.
    • The Secret key field is your Secret Key which can also be found in your 2Checkout Merchant Control Panel, under Integrations → Webhooks & API.
    • The Secret Word field is the Buy-Link Secret Word which can be found in your 2Checkout Merchant Control Panel, under Integrations → Webhooks & API.
    • The Use Inline Checkout dropdown determines if the InLine mode or the ConvertPlus mode is used. Setting the Use InLine Checkout option to No enables the ConvertPlus mode.
    • The New Order Status sets the default status of the order when it’s created. We do recommend that you leave it as Processing. Unless you have a very good reason to set it to any other status.
    • The Invoice Before Fraud Review dropdown issues an invoice before 2Checkout does a fraud review on the order.
    • The Invoice After Fraud Review dropdown issues an invoice after 2Checkout does a fraud review.

    We recommend you to have  the “Invoice Before Fraud Review”  option set to “No” and  the “Invoice After Fraud Review”  option set to “Yes”. Unless you have a good reason to issue the invoice before the fraud review.

    • The Invoice On Capture field issues an invoice on capturing a transaction.

    Both “2checkout Hosted” and “2checkout Payment API”  options must be configured. Usually, they have the same settings, but variations are possible.

2Checkout Settings

1. Sign in to your 2Checkout Merchant Control Panel account.
2. Navigate to Dashboard → Integrations → Webhooks & API section.
   
3. Locate the Merchant Code, Secret key, and the Buy-link Secret Word to be used in the Magento 2 administration panel.
4. Under Integrations, click on the IPN Settings tab.
   
5. Set the IPN URL which should be: https://your-site-name.com/tco/ipn/notifications/ and select the SHA 2 / SHA 3 hash.
   Example of IPN URL: http://example.com/tco/ipn/notification/.
6. Enable all Response tags and the Triggers in the IPN section. Those who are not required will simply not be used.

About Magento

Magento is a feature-rich, open-source, enterprise-class eCommerce solution that offers merchants a high degree of flexibility and control over the user experience, catalog, content, and functionality of their online store. In August 2011, Magento was acquired by eBay Inc. In May 2018 it was announced that Magento would be acquired by Adobe for $1.68bn with a view to integrating it into Adobe Experience Cloud, its Enterprise CMS platform. The transaction is expected to complete between June and August of 2018, Q3 of Adobe's fiscal year.

Launched in 2007, the Magento platform now serves tens of thousands of merchants worldwide and is supported by a global community of solution partners and third-party developers. Magento Go is a hosted, software-as-a-service solution that provides small and growing merchants with the eCommerce tools they need to succeed online. Based in Los Angeles, Magento, Inc. is a fast-paced, entrepreneurial organization dedicated to the mission of enabling the eCommerce ecosystem.

Overview

Use the login method for the authentication process in the 2Checkout system.

Parameters

Request

To create the HMAC_SHA256 source string use your merchant code and the date of the request, prefixing them with the length in bytes of each respective value, along with your account’s secret key (for UTF-8 characters the length in bytes might be longer than the string length). For example:

<?php

$host   = "https://api.2checkout.com";

$merchantCode = "YOURCODE123";
//your account's merchant code available in the 'System settings' area of the cPanel:
//https://secure.2checkout.com/cpanel/account_settings.php

$key          = "SECRET_KEY";
//your account's secret key available in the 'System settings' area of the cPanel:
//https://secure.2checkout.com/cpanel/account_settings.php

$now          = gmdate('Y-m-d H:i:s'); //GMT date format)
$algo = "sha256";
$string = strlen($merchantCode) . $merchantCode . strlen($now) . $now;
$hash = hash_hmac($algo, $string, $key);

try {
    $client = new SoapClient($host . "/soap/6.0/?wsdl", array(
        'location' => $host . "/soap/6.0/",
        "stream_context" => stream_context_create(array(
            'ssl' => array(
                'verify_peer' => false,
                'verify_peer_name' => false
            )
        ))
    ));
    $sessionID = $client->login($merchantCode, $now, $hash, $algo);
    echo("Auth token: {$sessionID}" . PHP_EOL);
}
catch (SoapFault $e) {
    echo "Authentication: " . $e->getMessage() . PHP_EOL;
    exit;
} 

Response