PayPal payment form: How to create a payment form?

I need to create a paypal payment form. I went through some of your guides but not sure of some points:

First let me explain what I want so that we are on the same page:

I have a Registration Form titled Insight Academy Registration Form.

1. User will fill in their details and select which seminar/workshop they want to register

2. They can only select one and the form will show the cost of the seminar/workshop on his screen.

3. Then user will fill in other personal details and proceed for payment.

4. If user chooses Credit card then I want user to be able to insert his credit details if he doesn't have a paypal account OR if he has paypal account then he needs to fill in his paypal account details.

I assume the above step will be handled by paypal gateway system. We only need to ensure the description of seminar/workshop and cost of seminar/workshop are passed to paypal at point 4 from my registration form.

5. Once the payment is successful user returns to my registration form...and he sees a thank you message it and we will need to send a standard email informing that we have receive his payment and also confirming his registration for the seminar/workshop.

The type of form I have created is one product many choices. So now how do I add the payment portion in my existing Insight Academy Registration Form.?

Lets get this part sorted out before we go to the next step.

rgds

kish

You need to add the products in the payment wizard, take a look on this guide: http://www.jotform.com/help/47-Order-Form-Basics.

You will need to add each seminar/workshop as products, to get further details, please take a look on this guide: http://www.jotform.com/help/165-Setting-Up-Your-First-Order-Form. 

Once you have added the products to your payment integration, when your users select one option ans submit the form, they will be automatically redirected to the PayPal payment page, before to continue PayPal will ask if they want to pay with a PayPal account and pay using it or if they want to pay using a Credit Card.

You may also ask directly to your users if they want to pay using a Credit Card or with a PayPal account, just use this integration: http://apps.jotform.com/app/paypal_pro_integration.

Once your users have completed the form and the payment an email notification will be sent to all the email addresses that you have added to your form as well as the autoresponder, if you have added it.

Hi Kevin

Okay I inserted the PayPal Pro in my form BUT I have not completed the payment wizard with all the API details because I need the following:

1. Since I am just testing the form can I use my normal personal account in PayPal (not business account) to do a test and see if all works and then apply for a business account? Will this be a good approach? Will I be able to get the API details using my personal PayPal account?

2. If above not possible do you guys have a testing PayPal account that I can use to test and fine tune what is necessary before getting a proper business account?

Look forward to your reply

rgds

kish

Talking about both integrations, one of the differences that you will see is the payment method, so if your submitter does not have a PayPal account, he/she can pay directly on your form, with the standard account, your users always will be redirected to the PayPal page.

You may take a look on this link for further details about the difference between PayPal and PayPal Pro: https://www.jotform.com/help/183-Difference-Between-PayPal-PayPal-Pro. 

Unfortunately, we can not provide a test account, but you can see how it works by adding a product of $0.01, for example, and test how is the workflow.  You may use your standard account to make the tests and if you want then use a pro account.

Here are the details, the same than on the page of the integration:

To be able to receive payments, you will need a PayPal Payments Pro account . Then log into your PayPal account and get details on the left side from My Account -> Profile -> Request API credentials link.

Here is the link to PayPal Pro: https://www.paypal.com/us/webapps/mpp/paypal-payments-pro.

I tested with a standard account and I could not get the API credentials, so I can confirm that you will need to upgrade your account in order to get the required info in our PayPal Pro integration.

Here is a link from PayPal with more details as well: http://support.berta.me/kb/online-shop/how-to-get-paypal-api-username-password-and-signature-information.

Hope this helps.

Hi Kevin

I was reading PayPal information it says there is a monthly fee $30 if I were use their PayPal Pro payment. But there is no monthly fees for PayPal Standard and Express Checkout.

So what is the difference between the two (obviously we do want to pay the monthly fees) ? Are you saying if I use the standard the user paying MUST have a PayPal account to pay? or can they also pay via ANY credit card as well. Can you please clarify this for me.

Best Rgds

Kish

You may read about the difference between PayPal and PayPal Pro on the link I shared above.

To get a PayPal Pro account you will need to pay a monthly fee, as you found in the information that you read. 

You may use your PayPal Standard account and integrate it with your forms, your users do not need to have a PayPal account to pay.

With a PayPal Standard account, once your users have submitted the form, they will be redirected to this page where they will choose if they will pay using a PayPal account or using a Credit Card.

When using a PayPal Pro account and the Pro integration in JotForm, you will allow to your users to pay using their Credit Card without leaving the form, or pay using their account once the form is submitted.

You may use the PayPal integration and use your standard account, you will need to use only the email that you registered in your PayPal account.

Hi

Okay I have upgraded my personal account to a business account. I also managed to get the API credentials which I have now included in the form.

I cannot use PayPalPro because it is not available for use in Singapore well thats what I heard.

That leaves me Express Checkout and PayPal Standard

Hence I removed the PayaPal Pro  from my form and inserted the Express Checkout. When through the wizard it wanted me to add the product I am selling. So I created one product called "Master Your Mind" and it also asked me the cost so I inserted $300.

Soon after that I tried the form in preview mode and hit the submit button after populating the fields. Did not go very far... below is the message I got...

I am puzzle as there was no point where it asked me whether you want to pay by PayPal or via any other credit card...I assume since it is a express check out I guess it will take it that I am paying via Paypal. 

So if that is the case what is the cause of the above issue? How do I go about getting the option to allow buyers to pay by credit card if they do not have a paypal account?

Best Rgds

Kish

The issue seems to be with the "Digital Signature" option enabled on the integration.

I would suggest you to check if all the options that you have checked in the first step of the integration are available for your PayPal account.

Once you do that, double check your API credentials and try to integrate your form again.

If it does not help and since this thread was opened to ask about the PayPal integration and not to report an issue, please open a new thread and provide us the details about your issue so we will be able to assist you better. 

Take a look on this guide, it could help you.

http://www.jotform.com/help/285-Configuring-PayPal-Express-Integration

Hi

For PayPal Payment testing please refer to my title: Insight Academy Registration Form.

I have checked all I could looks okay. The credentials also match what I see on the PayPal website and what is shown in the integration wizard. 

The only thing I am concern is that PayPal website shows MY Payment Solution is Website Payments Standard.

Now is the payment tool I used in my form matches with Website Payments Standard? This I do not know.

I getting nowhere with this...my requirement is very simple...

I want buyers to pay either via their own PayPal account OR if they do not have a PayPal account then they can pay via their credit card. 

I cannot use PayPal Pro as this is not available in Singapore so they tell me and also there is a $30 charge per month which I am not keen in paying.

So I am left with PayPal and PayPal Express from your panel..so which will satisfy my requirement?

Rgds

Kish

Hello Kish,

So I am left with PayPal and PayPal Express from your panel..so which will satisfy my requirement?

As far as I know that the users can pay through credit card in PayPal standard or PayPal express only if you have a "Business" account with PayPal. You need to actually set your PayPal Account Optional to ON status:  https://www.paypal.com/webapps/mpp/account-optional 

Once you have a business account, it will allow users to pay through their PayPal account or credit card.

Thank you!

I found this article about it:

https://www.eventbrite.com/support/articles/en_US/How_To/how-to-turn-off-the-paypal-account-requirement-option?lg=en_US.

Also, I found these threads that are related to the option provided by my colleague above, these are articles from the PayPal community:

https://www.paypal-community.com/t5/About-Settings/How-to-make-quot-PayPal-Account-optional-quot-option-available/td-p/845267.

https://www.paypal-community.com/t5/Merchant-services-Archive/Paypal-account-optional/td-p/233270.

Hope this helps. 

Hello kish,

I am not sure if the API credentials you have added in your payment question is correct. Can you please check your API keys which you have added in your PayPal question? I did try to test your form and it seems to display error message. Please check the screenshot below:

We will wait for your response.

Thank you!

Hi Ashwin

I have checked the API Credentials that is in the form and that is displayed in my PayPal Business Account there are exactly the SAME.

Just one question when you request for API credentials you will see a screen with two options. I chose Option-2 below

Option-1 - Grant API permissions to a third party to use certain PayPal APIs on your behalf

Option-2 - Request API credentials to create your own API username and password.

What next?

I believe it should be "Option 1".

However, I feel that you just want to have Paypal integration to work. May I know if you have tried using the standard or the first "Paypal" integration that we have? (Not the Express Checkout). See screenshot below, it's the first one in the list.

With that, you don't need any API, you just need a valid Paypal email address (it must be Premier OR a Business account). You can also check the description at the right side of your payment wizard..

That's less complicated and does not need you to setup any APIs. However, just to make sure that everything should work from there, you'll need to enable your Paypal's IPN. Here's a guide on how to do that: http://www.jotform.com/help/276-How-to-Enable-IPN-for-Paypal 

With that, it is less complicated and should be straight forward. Your users will be directed to Paypal's payment gateway, they can pay using their Paypal account OR with a credit card.

This is how it looks like using that integration:

After setting that one, please do make some tests and let us know if it works. Apologies for the inconvenience. 

Hi Charlie

I am not clear what you mean by Option 1? Are you saying I should choose Option 1 on the PayPal website to request to grant API permission? When choose this there this screen which say "Add New Third Party Permission"....there is a box for my input...what do I put here?

I havent tried the steps above in screen yet as I trying to find out what to do for your step -1 choosing Option-1

rgds

kish

Hi

I have enable IPN in my PayPal Business Account. I have insert the standard PayPal into my form but could not complete the form to end because I do not know how to define property?

Can u also show me the steps (screen shots)  to define property? What is a property?

rgds

kish

If you want to use standard Paypal tool you don't need anyAPI permission. All you need is adding the email address which is related with your PayPal account. You can configure the Paypal integration easily with JotForm. I will show you how to do this step by step.

Here is how to do this:

1) Click on wizard icon on your Paypal payment tool.

2) Enter a valid email address of your Paypal account and click on Next.

3) Choose your payment option and click on Next.

4) Now you will set up your products. First of all, click on Add new product.

5) Enter your product, prices, and options here and click on Save product.

6) Click on next button and click on Finish button to complete your Integration.

Please, check the guide below for more information:

http://www.jotform.com/help/50-PayPal-Forms

I've created a separate thread for your second question, you will be answered here:

http://www.jotform.com/answers/783510

Hi

Okay some progress on the payment but need somethings to be clarified. I am testing in preview mode from your website.

1. Tried submitting the form I managed to get to the PayPal page for payment...however PayPal treats the payment as a Donation since I was asked to choose the donation option if I want to pass my calculated field. Is there anyway we can avoid the use of the word "donation" because buyer may mis-construe that I am soliciting donation which I am not...

2. After this test I tried again...this time did not get far to PayPal payment page...I just saw Thank You notification that I setup with the form...why is this...? works sometimes and doesn't sometimes?

4. Can you let me know what will be the flow once buys pays via PayPal...he goes to the Payment website...he does the payment then what happens? ...does he return to my website and see the "Thank You" notification"...not clear here

rgds

kish

1. Tried submitting the form I managed to get to the PayPal page for payment...however PayPal treats the payment as a Donation since I was asked to choose the donation option if I want to pass my calculated field. Is there anyway we can avoid the use of the word "donation" because buyer may mis-construe that I am soliciting donation which I am not...

Yes, you only need to uncheck the option that indicates that it is a donation, then it will start to show as a normal payment.

2. After this test I tried again...this time did not get far to PayPal payment page...I just saw Thank You notification that I setup with the form...why is this...? works sometimes and doesn't sometimes?

This could be because nothing is selected, if the payment field is 0 then your submitter will not be redirected to the PayPal page, if this is not the case, please provide us more details in a new thread.

Your third question has been moved to this thread: http://www.jotform.com/answers/783727. 

This is to avoid any confusion.

4. Can you let me know what will be the flow once buys pays via PayPal...he goes to the Payment website...he does the payment then what happens? ...does he return to my website and see the "Thank You" notification"...not clear here

Yes, once your submitter completes the payment will be redirected to the "Thank You Page".

Your fifth question has been moved to this thread: http://www.jotform.com/answers/783731. 

We will assist you there.

Hi

Okay I finally did an end-to-end test meaning I actually tested the form with a purchase. (I pretended I am the buyer as well the seller who is Insight Academy). I wanted to see what kind of information are generated for the buyer and seller for a transaction. I am quite pleased to see this working after going around the bush for almost 2 weeks trying with several options. Below are the screenshots. 

The only thing I found that is not favourable is that once the payment is done the buyer has to double-click a link to return to seller's website Insight-Academy. It is is not automatic.

Screen-1 below I see when I have completed my form on my website and it directed me to PayPal page:

Screen-2 below I decided I am NOT going to pay by PayPal but instead chose to pay via credit card so double-click Pay with my Debit or Credit Card 

Screen-3 below after completing my credit card details on the above screen it authenticated and completed the payment and return with a Thank You after successful payment

Screen-4 in order to return to the website I need to double-click "Return to Insight Academy". As it returned I saw this on my screen...the covered the whole screen and I cannot navigate anywhere else. Maybe it will be different once I upload this to my actual webpage. Now this test is done from your preview screen.

Screen-5 below is the email I received from Jotform with details of my input on from my form plus it manned to capture Payer infer and address..I assume this must have come from PayPal...not sure.

Screen-6 below is the email the seller (Insight Academy) received from PayPal with regard to the transaction...

Screen-7 below is the email the buyer received from PayPal with regard to the transaction....

Questions: to tweak to make it better:

1. Please let me know what else I need to setup just in case I have missed anything.

2. Regarding official invoicing...does it mean the seller has to generate a separate invoice to send the buyer? or can this be done automatically as well by PayPal by some settings?

3. Can I insert the sellers company logo in screens 1,2 and 3 above or maybe screen 6 and 7 to make it look more professional? If yes how can this be done?

I would like thank the whole team at Jotform for being very patient with me and helping me out with all my silly queries. Is there a feedback form that I can write some words of appreciation to your organisation for the whole team?

From now onwards I just need to tweak and make the form work better.

Thanks alot

rgds

kish

1. Please let me know what else I need to setup just in case I have missed anything.

Seems like you successfully set your payment integration, I can not see errors on the steps that you provided and I can see it is working as expected.

2. Regarding official invoicing...does it mean the seller has to generate a separate invoice to send the buyer? or can this be done automatically as well by PayPal by some settings?

I think that you need to create and send the invoice, this should be done on the PayPal side, here are some articles about it:

https://www.paypal.com/gd/cgi-bin/webscr?cmd=p/sell/invoicing_works-outside.

https://www.paypal.com/lc/cgi-bin/webscr?cmd=p/sell/invoicing_intro-outside. 

3. Can I insert the sellers company logo in screens 1,2 and 3 above or maybe screen 6 and 7 to make it look more professional? If yes how can this be done?

Unfortunately, it is not possible to add custom images, since that pages are from PayPal and there is no way to send your custom data or images.

Your 4th question has been moved to this thread: http://www.jotform.com/answers/784044. 

We will assist you there.

On behalf of all my colleagues who helped here, you are welcome. I do not know about a Feedback form, but I will share it with you if I find one, we want to thank you for your kind words and we are here to help anytime.

Please do not hesitate to let us know if you have more questions, we will be glad to assist you.

@kranai

I have opened a separate thread for the follow up concern you have regarding the "Cheque" payment method in your from. Please refer to this link instead: http://www.jotform.com/answers/784453. We will address it shortly. Thank you.