Support online payment using PayPal

Steps to Integrate with PayPal:

1 About PayPal
2 Integrating your PayPal account into your accessplanit platform
3 Allowing Non-PayPal users to check out as Guests
4 FAQ’s

Related Help Guide Pages

Learn how to set up an integration with the payment gateway PayPal, to take payments through PayPal in your platform and in your Checkout Basket or Shopping Basket.

Online payments are essential for allowing your customers to book themselves, with our PayPal integration, you can simplify your payment processes directly through our platform.

Follow this page to learn about accessplanit’s integration with PayPal, and how to set it up.

About PayPal

Our integration with PayPal uses the redirect approach in both Checkout and Shopping Basket.

The accessplanit integration is for PayPal Express accounts, it is possible for PayPal Pro account to use this integration too.

Please note that the integration does not currently work with PayPal Standard accounts.

More information:

PayPal website: https://www.paypal.com

Choosing the Integration for you: Choosing your Payment Gateway

Integrating your PayPal account into your accessplanit platform

You will need a PayPal account which allows you to accept online payment. The accessplanit integration is for PayPal Express accounts using a redirect approach, it is possible for PayPal Pro account to use this integration too. Please note that the integration does not currently work with PayPal Standard accounts

You can learn more about these options here: https://www.paypal.com/uk/webapps/mpp/accept-payments-online

You will need a PayPal account which allows you to accept online payment. The most common types are 'Web Payments Standard' or 'Web Payments Pro'.

You can learn more about these options here: https://www.paypal.com/uk/webapps/mpp/accept-payments-online

Open the Paypal Website PayPal Account | Mobile Wallet and More
Find the option to contact their Sales Team
Complete their enquiry form
The team will feedback to you and, if accepted, they will work with you to set up your account

The following details are required to link your PayPal account to accessplanit

PayPal Account (this is usually an email address)
PayPal API Username
PayPal API Password
PayPal API Signature

If you will be using PayPal within accessplanit’s Checkout Basket, you will also need to add some additional information:

PayPal Client
PayPal Secret

You can find the API details by:

Log in to your PayPal account.
Open your Dashboard.
Click API Credentials.
Click Manage API Credentials in the NVP/SOAP API Integration (Classic) section.
Select Request API signature. Then, click Agree and Submit.
The API Signature credentials include an API Username, API Password, and Signature, which does not expire. These values are hidden by default for added security. Click Show/Hide to toggle them on and off.
When finished, click Done.

Please note you will also be required to set up supported card types within your PayPal account.

Allowing Non-PayPal users to check out as Guests

Log into your PayPal account and go to My Profile, here you should have an option called Website Preferences.
Within the Website Preferences page change the PayPal Account Optional setting to On.
Scroll to the bottom of the page and click Save to save your changes.

FAQ’s

Yes, a PayPal account is required for this integration.

The integration is for PayPal Express accounts, it is possible for PayPal Pro account to use this integration too.

Yes, any PayPal transactions in your accessplanit platform can be refunded, please see our dedicated guides:

Each PayPal payment (and refund) is recorded in your platform as a ‘Transaction’.

There are several ways that you can view Transactions in your platform:

For each Invoice, you can open it’s ‘Transactions’ page to see all of the transactions made on this Invoice only
You can view all Transactions in a certain date range by adding a DataGrid gadget to your Dashboard and use the ‘Transactions’ module
You can build a report to show you a summary of Transaction data using the ‘Transactions’ module within the Report Engine

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