How to Create a Reference Transaction

This will give you the ability to create new charges to a customer’s credit card without having to get the card information from the customer. Since the credit card information is already stored on the Paypal servers getting the card numbers are not needed. 

  • Log into your Paypal Manager
  • Find a transaction from the specific customer
    • To find this click Reports
    • Click on Daily Activity
    • Select the date of the initial order
    • Find the order – The amount and type of card used can be used to find the order
  • Click on the Transaction ID for that order
  • Click on Create Reference Transaction
  • Select the Transaction Type – Authorization or Sale. Then click Submit
  • Enter the new transaction amount. This is the only required field. You may choose to enter additional information
  • Click Submit

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