How do I Collect Payment through PayPal for Online Invoices?

Updated on June 17, 2017 04:10AM by Admin

Paypal is a faster and softer way to pay and get paid online. This allows members to send money along with out-sharing financial information, with the flexibility to pay using their account balances, bank accounts, credit cards or promotional financing

In order to collect your invoice payments through PayPal, configure Paypal Payment gateway in the Invoices App. Once configured, your customers can pay online, using the PayPal option found in their invoice.

Steps to Setup PayPal Payment

  1. Go to the Invoices App.
  2. Click on "More (...)" icon -> "Settings" -> "Payments" -> "Payment Methods".
  3. Click on the "Edit" icon, against Paypal option.
    click on edit icon
  4. If you do not have a Paypal account, click on the "Create Paypal Account" button to create one.
  5. Once done with the creation, click the "Next" button to continue.
    click on next
  6. You will be directed to the Paypal website. Log in with your credentials.
    paypal login
  7. Now, click on "Settings" icon -> "Profile and settings" link.
    click on profile settings
  8. You will be directed to the My Profile page.Click on "Selling tools" section.
  9. Click on "Update" corresponding to the "API access".
    click on update
  10. Click the "Request API credentials" link.
    request api signature
  11. Select "Request API signature", and then click on "Agree and Submit".
    request api credentials
  12. Now your API details will be displayed. Click on "Show" to view the details.
    click on show
  13. Copy the details - API Username, API Password and Signature.
    copy api details
  14. Now go back to your Apptivo account, and click the "Next" button.
    click on next
  15. Here, paste the API Username, API Password & Signature. Select "Live/Production" option. Also select whether the customer needs a Paypal account to complete the payment.
  16. Once done, click on "Save Changes".
    paste api details
  17. All done! Now your invoices will include a link at the bottom to process the payment with your Paypal account.
    paypal payment enabled

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