With the integration of PayPal Checkout, you can choose to offer PayPal as a payment method in your store. Here is the checkout flow for a buyer who chooses PayPal as their payment option:
- After selecting products to purchase, your customer chooses to pay with PayPal. Customers also have the option of using your existing checkout for credit card payments.
- Your customer is transferred to PayPal. You can customize aspects of the PayPal Payment pages, such as the header and background color, to make these pages more like your custom checkout pages.
- Your customer logs in to their account and confirms their shipping address and billing information that PayPal has stored. Your customer clicks Continue to use PayPal to pay for their purchase.
Note: Merchants can also enable the PayPal Account Optional feature which allows buyers to checkout at PayPal without a PayPal account using a credit card. - Your customer is transferred back to your website to review their order and complete the checkout process.
- Your customer submits their order on your website. Your website makes an API call to PayPal to process the transaction; this is invisible to your customer. Once the payment is processed, PayPal sends your website a confirmation.
- Your customer is taken to your order confirmation screen.
One key advantage to this setup is shoppers have less information to fill out during checkout as they are typically using stored shipping addresses and funding sources within PayPal. This can be perceived by shoppers as a quicker checkout experience.
Note: If you already have a PayPal account that you wish to use when signing up through the Payment Wizard or Payment Center, be sure to use the primary email address on your current PayPal account. If a different email address is used, the PayPal account in your store will not activate. In which case, it will be stuck in a Pending state and you will need to delete it and add it again using the correct email address.
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Sign up for PayPal Checkout from the Payment Wizard
If you are not open for business and have yet to set up a payment method, you will use the Payment Wizard to sign up for or set up PayPal Checkout.
- Sign in to your My Services page.
- Click the Store link.
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- From the Open for Business Control Panel, click the Payment Methods link.
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- Click the Connect Now button next to PayPal Checkout.
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- Read the information then click the Signup for PayPal Checkout button.
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- Complete the steps in the PayPal signup and setup process:
- Select an account type.
- Enter your business and personal information.
- select account information and provide security information.
- Confirm your email address with PayPal.
- Grant API access to Turbify.
- A confirmation pop-up window will appear once you have completed all of the steps. Important note: Click the X on the top-right of the pop-up window to close it. Do not click the Continue to PayPal setup button. Clicking this button will cause the authentication process to fail and the PayPal status will get stuck in a pending status.
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- Configure your PayPal Display and Transaction settings. See below.
Your account will remain as pending in the Payment Center until you have completed all necessary steps at PayPal. Once complete, your account will appear as PayPal Checkout in the Payment Center. Important: Once your PayPal account is set up in the Payment Center, you will need publish your Order Settings. Note: Your order settings will automatically be published when you open your store for business. Learn more.
Sign up for PayPal Checkout from the Payment Center
If you have already opened for business, or have already set up at least one payment method in the Payment Wizard, then you can use the Payment Center to sign up for PayPal Checkout.
- Sign in to your My Services page.
- Click the Store link.
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- Go to Payment Center.
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- Click the Add New Processor button.
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- Click the Connect Now button next to PayPal Checkout.
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- Read the information then click the Signup for PayPal Checkout button.
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- Complete the steps in the PayPal signup process:
- Select an account type.
- Enter your business and personal information.
- Select account information and provide security information.
- Confirm your email address with PayPal.
- A confirmation pop-up window will appear once you have completed all of the steps. Important note: Click the X on the top-right of the pop-up window to close it. Do not click the Continue to PayPal setup button. Clicking this button will cause the authentication process to fail and the PayPal status will get stuck in a pending status.
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- Configure your PayPal Display and Transaction settings. See below.
Your account will remain as pending in the Payment Center until you have completed all necessary steps at PayPal including enabling the APIs to allow Turbify to communicate on your behalf with PayPal. Once complete, your account will appear as PayPal Checkout in the Payment Center. Important: Once your PayPal account is set up in the Payment Center, you will need publish your Order Settings. Note: Your order settings will automatically be published when you open your store for business. Learn more.
Configure PayPal Display and Transaction Settings
- Transaction Settings (optional) - You can choose how your PayPal transactions are processed: automatic capture or authorize only. With automatic capture (on b y default), funds from transactions are captured automatically when the order is placed. With authorize only, an authorization is made, but you must manually capture the funds in the Order Manager for each PayPal transaction. There are benefits to each setting depending on your business needs. Learn more about transaction settings.
- Customize PayPal Payment Pages (optional) - Buyers that select to pay with PayPal will leave your site to log in to PayPal, select or add a shipping address, and select a funding source. You can customize certain aspects of the visual design of PayPal Payment pages to make them look more like your custom checkout pages. Learn more about customizing PayPal payment pages.
- Display PayPal as a payment option - When you have added PayPal as a payment option, you will then need to decide where (what pages) in your checkout flow to display the PayPal option. With the PayPal integration, you can choose to display PayPal in the Shopping Cart, on the combined Shipping and Billing page (if applicable), or in the Payment Methods section of the Billing page. Learn more about display options.
- Remember to publish your Order Settings after configuring the Display and Transaction settings.
Capturing funds and other PayPal Transactions
When you have set up your PayPal account, and have enabled displaying PayPal in your custom checkout pages, your shoppers can then select to use PayPal to pay for orders. Depending on your transaction settings, you may already capture funds automatically from orders with PayPal as the payment method. If you have your transaction settings set to Authorize only, then you will need to capture funds in the Order Manager. To perform other transactions such as reauthorizing, voiding an authorization, or refunds, you will use the transaction control panel in the Order Manager.
Note: This document relates to PayPal Checkout. Turbify is also integrated with
Notes:
- Only US PayPal account holders will be able to sign up. At this time, PayPal does not support non-US account holders for this integration of PayPal Checkout.
- Only merchants with a confirmed PayPal email address can use the default transaction setting of Automatic Capture to accept PayPal orders. Merchants that have not confirmed their email address with PayPal should either login and do so before publishing their order settings, or set their PayPal transaction settings to Authorize Only. Failure to do so will mean buyers will not be able to use PayPal as a payment method.
- The PayPal email address you enter serves as login credentials when Turbify communicates with PayPal for transactions. If you delete the email address from your PayPal account, Turbify will no longer be able to communicate with PayPal to conduct transactions on your behalf. For this reason, merchants should use an email address that they will not delete from their PayPal account.
Further PayPal help:
See Also:
