How to integrate PayPal Invoicing with Jotform?

November 26, 2021

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 the customer is outside of a typical e-commerce checkout experience. Merchants can collect payments easily for businesses to receive cards 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 the Add Form Elements button 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 the 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 your Paypal account is connected, select your preferred currency. You are also required to select/set a Bill To which is the email address of the client. Without this, the integration will not work. 

You are also required to enter your business details, such as Company Name and Name (personal name). The Address and Phone are optional, but we suggest completing this section so your clients can verify your business. 

In the same section, you will have a few options under Additional Gateway Settings:

Billing Name and Billing Address are both none required, but they are automatically set if both name and address fields are present in the form.

Shipping Information is disabled by default. If you will enable this option, you have the option to set a Shipping Name and Address. Both options are useful if you are selling tangible products that require shipping. 

Allow Partial Payment option is also disabled by default. This allows your client to pay partially, especially for invoices with a large total. You can set a minimum amount in the Minimum Amount box. Zero is the default, which will allow your client to input any amount. 

The clickable Image Preview option is available only when you choose to Sell Products.

Show Total Price on the Form and Users Can Select Multiple Products options are also useful if you to choose to Sell Products. 

Use Decimals option is available only when you choose to Sell Products. This option is enabled by default. You can choose Point or Comma as the Decimal Separator.

Choosing User Defined Amount or Donation will only display the Save button at the bottom part to save your integration.

Choosing the Sell Products option will display the Continue button at the bottom. Click the button if you are ready to add the product items.

You will be redirected to a new set of menu options where you can add the products that you want to sell. You can also use the same menu to outline coupon details, shipping options, and taxes to be paid. 

Once the product item is saved, the whole form is also saved. And that’s it! You’re now ready to collect payments or sell items through your form using PayPal’s invoice process!

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