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2Checkout Mobile – iPhone


Review your sales on your iPhone

The 2Checkout Mobile app for iPhone allows you to monitor your account details on the go. Stay-up-to-date on sales, payments, products and other useful information. You can also manage your relationship with customers by handling refunds, recurring billings and contact customers regarding their purchase.

Download 2Checkout Mobile from the Apple App Store.



2Checkout Mobile iPhone Documentation

The 2Checkout Mobile app provides sellers with the ability to manage their 2Checkout seller account using their iPhone, iPad or iPod touch. The application utilizes 2Checkout’s Admin API to get and update account details. The existing usernames that you use to log in to the 2Checkout sellers area will not have access to the Admin API so an additional API username will need to be created to access this application.

To create a new API username, please log in to the 2Checkout Seller Area using your web browser. https://www.2checkout.com/va/

Once you have logged in, click the Account tab and then the User Management subtab. On the User Management page click the Create Username link on the right side of the page. This will open the Create Username page where you can specify the credentials and access type for your new username. Fill in the credentials and designate the new username as an API username by selecting only API Access and API Updating for the Access type. Finally click the Create Username button to create your new API username. You can then return to 2Checkout Mobile and log in using the new API username and password you created.



Login

The initial login screen prompts you to enter the username and password for your 2Checkout API user.

You are also provided with the option to stay logged in by selecting ON or OFF using the Stay logged in switch. If ON is selected, your user credentials will be saved to your device using the iOS keychain so that you do not have to enter them again until you manually logout. If OFF is selected, you will be required to log in each time you use the application. After making your selection touch LOG IN to log in to 2Checkout Mobile.



Interface

2Checkout Mobile provides you with several different areas to manage your account. Each scene can be selected using the Tab Bar at the bottom of the screen.

  • The Payments area provides you with the ability to view your pending payments and previous payments issued by 2Checkout.
  • The Sales area provides you with the ability to manage your sales as you would in the 2checkout Sellers Area and view your sales statistics.
  • The Products area provides the ability to view the products and coupons you have created in your account.
  • The Account area provides the ability to view the Company and Contact information you have entered in your 2Checkout account.
  • The Info area provides access to instructions and 2Checkout contact information.

On each area, you can update the data at any time using the “Pull to Refresh” feature by touching the screen, pulling down and releasing.



Payments

You can navigate to the Payments area by touching Payments in the Tab Bar at the bottom of the screen. By default, the payments area provides a list of your account’s payments issued by 2Checkout, your pending payment and your total payments.

You can touch each payment on the list to view the Payment Details page.

This page lists the following information:

  • ID – Payment Identifier
  • Payment – USD Payment Amount
  • Reserve Held – Reserve amount held on the payment
  • Reserve Released – Reserve amount released on the payment
  • Sales – Sales Total
  • 2CO Fees – Transaction fees deducted from payment
  • Refunds – Refunds deducted from payment
  • Adjustments – Adjustments added or removed from the payment
  • Aff. Commissions – Affiliate Commissions earned
  • Aff. Comm. Out – Affiliate Commissions paid out
  • Chargeback – Chargeback amount deducted from payment
  • Balance Forward – Previous payment amount applied to this payment

After selecting a payment item, you can navigate back to the Payments list by touching the Payments button at the top of the screen. You can also swipe left or right to switch between the pages for each payment.



Payment Analytics

Payment analytics can be viewed on the Payment Chart page by touching the button on the top right of the page.

The Payment Chart page provides weekly and monthly reports with interactive sliding average graph to discover payment trends.



Sales

You can navigate to the Sales area by touching Sales in the Tab Bar at the bottom of the screen. By default all sales will be listed in order of most recent.

To filter this list, touch the filter button at the top left of the screen.

You can filter by All Sales, Refunded Sales, Active Recurring or Declined recurring. You can also search for sales and filter results using the search bar at the top of the page using the sale ID, invoice ID, product ID, product name, customer name, email or phone number.



Sales Analytics

Sales analytics can be viewed on the Sales Chart page by touching the button on the top right of the page.

The sales chart provides weekly and monthly reports with interactive sliding average graph to discover sales trends.



Sale Details

On the Sales List, you can touch each listing to view the Sale Details page and navigate back to the Sales List by touching the Sales button on the top left of the page. The Sale Details page lists sale, invoice and customer details.

The details provided on the Sale Details page are defined below:

Sale

  • ID – 2Checkout Order Number
  • Placed – Date/Time Placed
  • Total – Sale Total
  • Method – Payment Method
  • Card num – First 6 and last 2 numbers of buyer credit card. (Credit card orders only.)
  • Language – Buyer Language Selection

Invoices

  • Invoice Deposit Status/Date. (Touch to reveal invoice level details.)

Customer

  • Name – Billing Name
  • E-mail – Email
  • Phone – Phone number
  • Address – Billing Address. (Touch to lookup the address location on Google Maps.)
  • City – Billing City and State
  • Postal – Billing Zip Code
  • Country – Billing Country

IP

  • Address – IP Address
  • City – IP Location City, State
  • Country – IP Country

Comments

  • Create comment – Touch to add a comment to the sale and optionally send comment to the customer.


Invoice Details

You can view invoice level details by touching each invoice to view the Invoice Details page and navigate back by touching the Sale Details button at the top left of the page.

The details provided on the Invoice Details page are defined below:

Invoice

  • ID – Invoice ID
  • Status – Invoice Status (Approved/Pending/Deposited)
  • Total – Invoice Total
  • Placed – Date/Time Invoice Billed
  • Recurring – Invoice Recurring? (Yes/No)

Line items

  • Lineitem Price / Lineitem Name (If recurring the installment number, recurrence, duration, and next scheduled billing date will be listed. Touch to view lineitem product information or issue lineitem refund.)

Shipping

  • Date – Date/Time Invoice was marked as shipped
  • Method – Shipping Method Name
  • Name – Ship to Name
  • Address – Ship to Address (Touch to lookup the address location on Google Maps.)
  • City – Ship to City
  • Postal – Ship to Zip
  • Country – Ship to Country


Refunds and Recurring

To issue a refund on the invoice, touch the refund button on the upper right side of the screen and touch Add Refund.

The Add Refund page offers the selection of a full refund, partial refund or lineitem level refund.

  • If Full refund is selected the remaining balance will be refunded.
  • If Partial refund is selected, you will need to specify the amount for the refund.
  • If Single line item is selected, you will be provided with a list of lineitems to select from.

When issuing a refund, you must also select a reason and enter a comment under the comments section. Finally, touch the Submit button to issue the refund.

To stop a recurring lineitem, touch the lineitem listing on the invoice.

This brings up the lineitem menu where you can view the product details issue a lineitem refund or if the lineitem is recurring, the Stop Recurring button will appear.



Products

You can navigate to the Products area by touching Products in the Tab Bar at the bottom of the screen. The Products area contains the Products page to list all of your plug and play products and the Coupons page to list all of your active coupons.



Product Pages

Under the Products page, you can use the search bar to filter the product listing by 2CO ID, seller product ID or product name.

To view detailed product information, touch the product selection to view the Product Details page.

The details provided in the product details are defined below:

  • Vendor ID – Seller Product ID
  • Name – Product Name
  • Price – Product Price
  • Tangible – Is product tangible? (Yes / No)
  • Weight – Product Weight
  • Recurring – Is product recurring? (Yes / No). If yes, the recurrence and duration will be listed.
  • Images – Product Image
  • Categories – Product Category
  • Description – Product Short Description


Coupons Page

The Coupon page provides a list of all of your active coupons.

Each coupon listing provides the coupon code, savings and expiration date.



Account

You can navigate to the Account area by touching Account in the Tab Bar at the bottom of the screen. The Account area contains the Company page and Contacts page.



Company Page

You can view your company information under to Company page.

The Company page lists the following account information:

Company
  • ID – 2Checkout Account Number
  • Name – Company Name
  • Currency – Pricing Currency
  • Descriptor – Soft Descriptor
  • Affiliate – Third Party Affiliate URL
  • Login – Username you used to log in to 2Checkout Mobile
Site
  • Title – Site Title
  • URL – URL Registered to your 2Checkout Account
  • Category – Site Category
  • Description – Site Description


Contact Page

You can view your contact information under to Contacts page.

The Contacts page lists the following account information:

Office
  • E-mail – Business Email
  • Phone – Business Phone
Customer Service
  • E-mail – Customer Service Email
  • Phone – Customer Service Phone
Mailing Address
  • Address – Mailing Address
  • City – City, State
  • Postal – Zip Code
  • Country – Country
Physical Address
  • Address – Company Address
  • City – City, State
  • Postal – Zip Code
  • Country – Country


Info

You can navigate to the Info area by touching Info in the Tab Bar at the bottom of the screen. The Info area provides access to helpful instructions and a simple interface to open a support ticket. Touch the Documentation button to view this documentation on your device. Touch the Contact Us button to submit a support ticket to the 2Checkout tech department.

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