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How to integrate PayPal Invoicing with JotForm?

How to integrate PayPal Invoicing with JotForm?

PayPal Invoicing provides a new way for merchants to collect payments by allowing them to send professional, customized invoices. This new payment gateway integration also serves as a secure and easy way to pay for customers. This solution can be particularly useful if your customer or client if customer is outside of a typical e-commerce checkout experience. Merchants can collect payments easily for businesses to receive card and PayPal payments.


Integrate JotForm with PayPal invoicing now, and you can:

  • Sell Your Products

  • Receive User Defined Amount

  • Receive Donations


What is the difference between PayPal Invoicing and PayPal Checkout?


JotForm supports many of PayPal’s products, including PayPal Invoicing and PayPal Checkout, but there are some significant differences between PayPal Invoicing and PayPal Checkout. PayPal Invoicing, for instance, has a different workflow than PayPal Checkout.


PayPal Invoicing allows customers to pay by clicking through an email or shared link. This process, in turn, provides customers with a simplified and secure checkout experience.


  1. Click on the Form Elements icon on the top left side of your screen and select PayPal Invoicing as your preferred payment processor under the Payments tab.



  1. A new form field for the PayPal Invoicing integration will appear on your form automatically. Use the Form Builder’s drag-and-drop feature to place it in a desired location on your form. Edit details in the form field by clicking on the Payment Settings icon.



  1. In the PayPal Invoicing menu that appears on the right side of your screen, click on the “Connect with PayPal” button and log into your PayPal account using the popup window that appears.



  1. Once you’ve logged in and the integration is complete, select the type of currency you want to use, a destination email for the invoice, and the reason for the invoice. Note: You must select a destination email from a dropdown list in the “Bill to” section (based on existing fields in your form), or the integration will not work.



  1. If you select “User Defined Amount” or “Collect Donations” in the Payment Type dropdown menu, you can modify the text that people will see on your form by making any desired changes to the “Payment Box Sub Label” box. You can also suggest a specific amount that you’d like to collect and even set it as the minimum amount for people who fill out your form.



  1. If you select “Sell Products” in the Payment Type dropdown menu, click the “Continue” button at the bottom of the Payment Settings menu.


You will be redirected to a new set of menu options where you can include details about the products that you want to sell, including available quantity, sizes, colors, price, and images. You can also use the same menu to outline coupon details, shipping options, and taxes to be paid.


Once all of the details have been set for the products that you want to sell, click on the gear icon to return to the main Payment Settings menu.



  1. Click on the “Additional Gateway Settings” tab in the Payment Settings menu, and in the dropdown menu that appears, enter your business information, including your name, phone number, company name, and company address. Note: You must enter your name and company name in this section, otherwise the integration will not work.



  1. Scroll down and fill in the “Customer Details” section using existing fields in your form, including a customer’s billing name and address.


 


  1. If you selected “User Defined Amount” or “Collect Donations” in the Payment Type dropdown menu, use the “Additional Gateway Settings” tab to enable partial payments and set a minimum amount that people can pay. When you’re done, click on the “Save” button at the bottom of the Payment Settings menu.



  1. If you selected “Sell Products” earlier in the Payment Type dropdown menu, use the “Additional Gateway Settings” tab to enable more specific payment details, such as a partial payment option. When you’re done, click anywhere on your form to exit the Payment Settings menu.


  1. You’re now ready to collect payments or sell items through your form using PayPal’s invoice process!



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4 Comments...

  • AZDBAdesze

    Correction on Step 7 it looks like it was updated. Thanks you

  • AZDBAdesze

    It looks like the below comments have never been resolved for step 7.

    Can someone correct the GUIDE above? We would like to use the feature, but it doesn't work you are satisfying the needs of your users.

  • Paez_Alexandra

    same here... there is nowhere to write my company email as shown is step 7 and it clearly states that if this is not in there the integration will not work.

  • alcoholtestingalliance

    There is nowhere to put my company email when setting up PayPal Invoicing as shown in step 7!