PayPal form configuration

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    elliott.steinberg
    Asked on October 11, 2019 at 10:31 AM

    Hello. I have a few questions:

    1. my company's IT support cannot provide an API signature. Only User, Partner, Vendor, and Password.

    2. does Jotform issue Canadian tax receipts automatically?

    3. How do I ensure that funds will flow into our company's Paypal account, and that a notification will be emailed to our company's Paypal manager?


    Thanks.

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    Mike
    Answered on October 11, 2019 at 12:06 PM

    If you do not have PayPal Pro credentials, you may consider using PayPal Standard Integration which is based on PayPal Account name (e.g. PayPal email address).

    If you use PayPal Standard, you may set the sales tax rates directly in your PayPal account, and it will be automatically applied on the PayPal Checkout page, please see:

    PayPal - Auto-calculate sales tax

    Once the PayPal form is being successfully submitted with a payment, the form emails and PayPal emails are being triggered. The form email settings are flexible, for example, you may add multiple email notifications with different email recipients.

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    elliott.steinberg
    Answered on October 11, 2019 at 01:37 PM

    Thanks. That sounds simpler. As for my second question, I was asking about Canadian charitable tax receipts, not sales tax.

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    elliott.steinberg
    Answered on October 11, 2019 at 01:45 PM

    and, I don't see credit card payment as an option on the simple Paypal form.

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    elliott.steinberg
    Answered on October 11, 2019 at 02:33 PM

     All good. IT found the API signature. Going to try it now.

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    KrisLei
    Answered on October 11, 2019 at 03:51 PM

    Hi,

    Glad to hear that you were able to find the API signature. 

    Let us know if you need further assistance.