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Credit Card Template Process Credit Cards Using Paypal Payflow Gateway Pro Introducing the Access Credit Card Template. This powerful new template streamlines credit card processing by integrating directly with PayPal's Gateway Pro service. Designed with ease of use in mind, it simplifies the complex documentation provided by PayPal into a ready-to-use database solution. As a developer, all you need to do is enter your merchant information from PayPal, and you're set to go. The template includes features like customer forms to manage credit card information and order screens with a process credit card button, making transaction processing straightforward and efficient. This template is equipped with a comprehensive Explainer Video that guides you through the setup process and provides an overview of the source code. While primarily supporting PayPal, the template can also be adapted for use with other processors like Square with minimal adjustments. Videos
Important Information
Full Developer DatabaseOnce you have purchased the full developer database template, you may come back to this page and download the full template. This will give you access to the ZIP file containing the Template ACCDB file. The full version will run on 32-bit or 64-bit Access 2007 or higher. Be sure to watch the Explainer Video (above). LinksTechHelp VideosRecommended SeminarsPurchase TemplatePlease be sure to read the Before You Purchase section below before buying this template.
FeaturesThe Access Credit Card Template ensures that credit card numbers are partially visible on the customer form, displaying only enough digits to confirm that a card is on file. This feature provides a balance between accessibility and security, allowing you to quickly verify the presence of stored card information without exposing sensitive details.
The card details form allows you to easily enter or view card details. This intuitive form ensures that you can efficiently manage card information, providing a seamless process for updating or reviewing card data. With user-friendly fields and clear instructions, the form simplifies the task of handling credit card entries, enhancing your overall experience and workflow.
The processor screen efficiently handles sending transaction data to PayPal, including a non-stored CVV code, ensuring enhanced security. This screen processes the return information and displays the transaction status as approved or denied. If approved, it marks the order as paid and saves the reason codes in the customer's contact history for future reference. This comprehensive functionality streamlines transaction management, providing clear feedback and maintaining accurate records of each transaction.
Before You PurchaseA few important notes before you purchase this template:
PCI DSS ComplianceOnce more... I Take No Responsibility For PCI DSS Compliance! I am providing the source code and this template for demonstration purposes only! This is essentially the same code that's available in Paypal's documentation. This template just puts it all together for you. It is your responsibility to make sure your data is kept in compliance with PCI DSS rules and regulations. This is just to give you the front-end code that you need to get Access to process credit card transactions. What you do with that data after that point is your responsibility. And again... I emphasize... Do not store it in an Access back-end file. It's not secure. Possible Future Upgrade IdeasIf you have ideas on things you'd like to see added to this database, please post a comment below. If a particular feature garners enough interest or if I consider it to be a particularly good idea, then I will definitely consider adding it. Some ideas already suggested:
For internal use only. This template does NOT come with a royalty-free license. You may only customize the template for your business needs and for use within your organization at one location ONLY. You may not resell or distribute any form of this template to others without express written permission. Contact me for additional information on obtaining a license to distribute if you plan on including this template in a product you are reselling. Additional licenses are required if you plan on using this template with more than ten (10) employees or in multiple locations within your organization. Please keep in mind that most of my template databases are not designed to be finished products that are ready to go in a working environment. My templates are meant as starting points for you to customize for yourself so you don't have to reinvent the wheel. This requires that you have a basic understanding of Microsoft Access development. To work on most of my databases you should have completed my Access Beginner series and the first couple levels of my Expert series at a minimum. Most of my databases require knowledge of SQL and VBA as well. Keep in mind that most of my templates are not like off-the-shelf software. They're starting points for developers to be able to modify and use as their own. It really is going to be in your benefit to watch all of the prerequisite videos so you understand the database and how it works moving forward. This is not like QuickBooks where you just install it and use it. My templates are mostly designed for people who already have an understanding of how Microsoft Access works. If you would like to discuss customizing this template for your needs, and integrating it into your current setup, please see my consulting page for details. While I no longer accept custom jobs that are specific to a single user, I may include your features in a future version of this template if they have mass appeal. If you are looking for custom enhancements made to this template just for you, visit my Developer Network. Please note that technical support is NOT guaranteed for any of my courses, seminars, or templates. If you require help with modifying this template, you may post a question in the Forums, however an answer to your question is not guaranteed. If this template comes with an accompanying Seminar, then you should purchase that Seminar to see how the database was constructed. If not, then you should have taken the suggested courses. Most of my templates are designed on a Developer level and you should have a thorough understanding of SQL and VBA before attempting to modify them. If you have a problem with one of my databases, I will only support the unmodified database exactly as it's downloaded from my site. If you have modified it in any way, it may not be something I can help you with. You can post in the Forums, and I may be able to help you, but if the issue doesn't exist in my unmodified database, it's not something I can support. Got sales or customer service questions about this template? Feel free to contact me. If you have technical "how do I" questions about this template, you discover a bug, or want to suggest a new feature, then please post your comments below. Keywordsmicrosoft access, ms access, ms access tutorial, #msaccess, #microsoftaccess, #help, #howto, #tutorial, #learn, #lesson, #training, #database, #template, Access Credit Card Template, PayPal Gateway Pro service integration, credit card processing, SQL server encryption, customer form management, order screen functionality, source code walkthrough, SQL server backend, PCI compliance, MySecuritySeminar, VBA code for PayPal, credit card storage security
IntroIn this video, I introduce the Microsoft Access Credit Card template designed to process payments using Paypal's Gateway Pro service. You'll learn what this template does, how to set it up by entering your merchant information, and see how customer and order forms work for managing credit card transactions. I will also talk about security considerations, the importance of using SQL Server for encryption, and address key points on PCI compliance. This template provides a ready-to-use database solution with VBA source code based on Paypal's documentation.TranscriptIntroducing the Access Credit Card template, allowing you to process cards via Paypal's Gateway Pro Service, brought to you by AccessLearningZone.com. This is the introduction video to explain what this template does and how it can benefit your business.Essentially, I have taken all of the complicated documentation that you can find on Paypal's website and I put it into a nice database for you that is ready to use. All you have to do as a developer is enter your merchant information, which you will get from Paypal. If you are planning on storing credit card numbers in your database, you are going to want to use SQL Server with encryption, which I will talk about in a few minutes. But after that, everything is all set for you. Here is the customer form. You can see whether or not you have credit card information for the customer right there. You can enter or edit it using this form. And then on the order screen, you can hit the process credit card. You have to put the order in, hit process, and of course you will get a decline because I have not put my merchant information in. And that is it. You can see how simple all of this is. Of course, I will include a full explainer video walking you through the steps for setting it up and going through a brief outline of all the source code. Now, this template has been designed to work with Paypal's Gateway Pro service. Currently, as of the time of this recording, it is June of 2024. They charge $30 a month, and the per transaction fee is 2.89 percent plus 49 cents per transaction. Of course, this can change at any time, but that is what it is right now and next month may be higher. Do not blame me if they change this in the future. You may be able to get this to work with Square and other credit card processors. One of my colleagues said he got it working easily with Square by just changing a few settings, but I only support Paypal because that is what I use. I have been using Paypal Gateway Pro for 20 plus years now. This template only supports single transactions. I do not support recurring billing at this time. Paypal does have a recurring billing service, which is an additional $10 a month, and I do include the VBA source code to use it, but it is not officially supported in this version. Now, as I mentioned earlier, you should not store credit cards in an Access database. It is not secure and it is not PCI compliant. You should use an SQL Server backend with full encryption enabled if you are going to be storing credit card numbers. If you only have Microsoft Access, you should not keep the numbers in your database. I have included some basic encryption for demonstration purposes and as an extra layer of defense. But once again, I emphasize that you should not store numbers in an Access database. I will talk about this in a lot more detail in the explainer video. If you are going to be using this database and have multiple people processing transactions, I strongly recommend my security seminar. Even if you are using SQL Server as your backend with encryption, I still strongly recommend the steps in my security seminar so that you properly lock down your front end database. Otherwise, your merchant information could be at risk. This has been my personal business solution for over 20 years, like I said before. I have been using pretty much this exact VBA code ever since I started using Payflow Gateway back in around 2000. So this code is tested, tried, and true. I, however, will take no responsibility for your PCI compliance. I am providing the source code and this template for demonstration purposes only. This is essentially the same code that is available in Paypal's documentation. You can find it on their website. This template just puts it all together for you in a nice, easy package. It is your responsibility to make sure your data is kept in compliance with PCI DSS, their rules, and regulations. This is just to give you the front end code that you need to get Access to process the credit card transactions. What you do with that data after that point is your responsibility and again, I emphasize, do not store it in an Access backend file. It is not secure and you can get in trouble. So there you go. That is the information on the Access Credit Card template. If you have any other questions or comments, please feel free to post them down below. Thanks for watching. Live long and prosper. QuizQ1. What is the primary function of the Access Credit Card template introduced in the video?A. To automatically find and charge overdue invoices in Access B. To process credit card transactions via Paypal's Gateway Pro Service from within Access C. To generate customer reports for Paypal business accounts D. To replace Paypal's web interface for all business transactions Q2. What is required for a developer to start using the template? A. Learning HTML and CSS B. Entering their merchant information from Paypal C. Installing a custom driver on their server D. Connecting to QuickBooks for integration Q3. What type of backend should you use if you intend to store credit card numbers in your database? A. Only Microsoft Access, with simple password protection B. Any spreadsheet program C. SQL Server with encryption enabled D. Local text files with encryption Q4. Which of the following statements is true regarding Microsoft Access and credit card storage? A. Storing credit card numbers in Access is PCI compliant if you use a password B. You should use SQL Server for storing credit card numbers securely C. Storing numbers in Access is only risky if you process more than 100 transactions per month D. You can store unencrypted numbers in Access safely for small businesses Q5. As of June 2024, what fees does Paypal charge for Gateway Pro service per month and per transaction? A. $10 per month, 1.5 percent per transaction B. $30 per month, 2.89 percent plus 49 cents per transaction C. $100 per month, 4 percent per transaction D. $5 per month, flat 25 cents per transaction Q6. What limitation does the template have regarding transaction processing? A. It only allows cash transactions B. It supports both single and recurring billing by default C. It only supports single transactions, not recurring billing D. It does not support refunds Q7. What is recommended if multiple people are processing transactions using this database? A. No special actions are needed B. Use only the demonstration version C. Watch the security seminar to properly secure the front end database D. Store merchant information in plain text files Q8. What does the template provide in relation to Paypal's documentation? A. A completely different approach from Paypal's documentation B. A streamlined, usable package based on Paypal's provided code C. An unrelated code example D. Web-based processing only Q9. What responsibility does the template user have regarding PCI compliance? A. Users are responsible for ensuring their own compliance B. The template automatically makes the database PCI compliant C. PCI compliance is not necessary with this template D. Only Paypal is responsible for compliance Q10. Is encryption included in the Access template for credit card storage? A. No encryption is included B. Only advanced encryption is included, suitable for production use C. Basic encryption is included for demonstration purposes, but is not recommended for production use D. Encryption is managed solely by Paypal Answers: 1-B; 2-B; 3-C; 4-B; 5-B; 6-C; 7-C; 8-B; 9-A; 10-C DISCLAIMER: Quiz questions are AI generated. If you find any that are wrong, don't make sense, or aren't related to the video topic at hand, then please post a comment and let me know. Thanks. SummaryToday's video from Access Learning Zone introduces the Access Credit Card template, designed to help you process credit card transactions using Paypal's Gateway Pro Service. This template is intended to streamline the credit card processing setup for your business by taking the complex documentation from Paypal and turning it into a fully functional Access database that is ready to use. As a developer, your main task is to enter the merchant information you receive from Paypal, and after that, the system is set up and ready for processing transactions.If you plan to store credit card numbers in your system, be aware that you should use SQL Server with encryption enabled. I'll discuss this further shortly, but it is important to stress that security and compliance must be considered from the start. With this template, you have a customer form that lets you quickly see if credit card data is available for a given customer. You can use a form provided to enter or edit this card data. On the order screen, you can process a payment by entering the order and submitting the credit card transaction. Of course, without your merchant credentials entered, the system will display a decline. The entire process is very straightforward and designed to be user friendly. A full step-by-step explainer video is included to guide you through the setup and give you an overview of the essential source code. This template is specifically built for Paypal's Gateway Pro service. As of June 2024, Paypal charges $30 per month, with each transaction incurring a fee of 2.89 percent plus 49 cents. These rates may change, so always check Paypal for their current pricing. It's also possible that the template may be adaptable to work with other payment processors, like Square. I know of someone who got it working by adjusting a few settings, but my direct support and experience are with Paypal, as I have used their Gateway Pro service for over two decades. This template is intended for single, one-time transactions only. It does not include recurring billing features at this time. While Paypal offers an optional recurring billing service for an extra monthly fee, and I do include some relevant VBA source code, this capability is not officially supported within this version of the template. On the security front, I do not recommend storing card numbers in an Access database, as Access is not secure or PCI compliant for this type of sensitive information. If you need to retain credit card numbers, use SQL Server as a backend and enable its encryption features. If you are limited to Access alone, do not store the numbers in your database. I have provided basic encryption for demonstration purposes, but again, I strongly stress that Access is not appropriate for secure storage of card information. I'll cover this in more detail within the explainer video. If you expect several users to process transactions in your system, I highly recommend following the security measures outlined in my security seminar, even if you are using SQL Server as your backend. These steps are critical for locking down the front end of your database and ensuring your merchant information is protected. This solution reflects my own business practices for over 20 years. I have been using variations of this very VBA code since around 2000, when I first adopted the Payflow Gateway. The code is thoroughly tested in real-world environments. However, I must be clear that you are responsible for your own PCI compliance. My template and the accompanying source code are provided for demonstration purposes to help you get started. While the fundamental code is also available in Paypal's public documentation, this template brings it together in a cohesive, practical package for Access users. Remember, compliance with PCI DSS and Paypal's own regulations is your responsibility. This template provides the tools you need to process transactions, but you must handle sensitive data securely and avoid storing it in unencrypted, non-compliant backends like Access. That sums up the introduction to the Access Credit Card template. If you have questions or comments, let me know. For a complete video tutorial with step-by-step instructions, visit my website at the link below. Live long and prosper, my friends. Topic ListAccess Credit Card template overviewPaypal Gateway Pro integration in Access Entering and editing credit card data in form Processing orders with credit card payment Setting up merchant info from Paypal SQL Server recommendations for security Basic demonstration of encryption for card data Single transaction processing (no recurring billing) PCI compliance considerations and best practices Limitations of storing card numbers in Access Template customization possibilities for other processors like Square |
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| Keywords: templates access Credit Card Template, PayPal Gateway Pro service integration, credit card processing, SQL server encryption, customer form management, order screen functionality, source code walkthrough, SQL server backend, PCI compliance, MySecuritySemi Page Tag: whatsnew PermaLink Microsoft Access Credit Card Template |
