Jotform’s PayPal Business integration makes it easy for you to expand your business to different parts of the world and meet the needs of 21st-century buyers who rely on digital wallets and other payment methods to make purchases.
The integration with PayPal Commerce Platform, listed as PayPal Business in Jotform’s Form Builder, gives you control over how customers purchase your products or services. Meanwhile, Jotform’s online order forms, payment forms, and credit card forms can help you maintain a professional checkout experience.
With Jotform’s PayPal Business integration, you can
– Grow your business and tap into new markets
– Let customers decide how they want to pay
– Collect payments securely
Since PayPal can accept payments in up to 25 different currencies, Jotform’s PayPal Business integration enables you to access more than 200 markets worldwide.
PayPal Commerce Platform also supports all credit cards and major payment methods, including PayPal and PayPal Credit. You can even use a number of money transfer apps in various countries, such as Venmo in the United States and iDEAL and Sofort in some European Union countries.
How to install Jotform’s PayPal Business integration
1. Select PayPal Business from the gateway list.
2. Set up the PayPal Business integration by clicking on the Connect to PayPal button in the Payment Settings menu.
3. Log into your PayPal business account using the sign-in window that appears on your screen.
4. Click Agree and Connect in the next window that appears to activate the integration. After the integration has been activated, return to your Jotform payment form by following the instructions in the sign-in window.
5. Once your PayPal Business account has been connected to the integration, indicate whether you’d like to test it (by selecting Test Mode) or start collecting payments (by selecting Live Mode).
6. Use the Currency field to specify how prices should be displayed and how payments should be processed.
7. In the Payment Type field, select whether you’d like to Sell Products, Collect Donations, or have form respondents decide how much they want to pay using the User Defined Amount option. If you want to collect donations, proceed to the next step and then skip to step 19. If you’ve selected User Defined Amount, proceed to the next step and then skip to step 21.
8. Within the Payment Method section of the Payment Settings menu, indicate whether form respondents can use traditional credit cards or alternative payment methods, including PayPal and PayPal Credit, during the checkout process.
You can allow form respondents to make purchases using traditional credit cards and alternative payment methods by setting the Yes-No toggle switches for Show “Debit or Credit Card” and Show PayPal to “yes.”
When you disable one payment method, the only other option will automatically be displayed on your online credit card form. You cannot disable both payment options.
PayPal Business supports Alternative Payment Methods. You can see the full list from here. For example, if you or your customers visit your form from the Netherlands, PayPal buttons are displayed below:
There may be a difference between form builder screen and form user screen in the meaning of PayPal buttons. While you build the form from the Netherlands, you see the builder screen above and if the form user visits your form from Belgium, the below screen is displayed.
Venmo is supported by PayPal Business.
In order to be able to display Venmo, the below steps should be done.
– The buyer should use his/her mobile phone for checkout.
– Venmo app should be installed on the buyer’s mobile phone.
– The above is enough for Android users. For iPhone users, Safari should be checked from “Connected Browsers” from Venmo’s settings.
9. If you’re selling products through your credit card form, click on the Additional Gateway Settings section of the Payment Settings menu and use the Yes-No toggle switches to indicate whether you want to
– Authorize transactions through your online form and charge customers later
– Enable customers to click on an image and preview it
– Display the total price for an online order on your form
– Allow customers to buy multiple products from your online store
– Use decimal points for prices
-Customize PayPal Smart Payment Buttons style
-Show Pay Later messaging
Specify which form field will be used to automatically fill in a customer’s billing information by making a selection from the Billing Address dropdown menu.
If you want decimal points to be used for prices, use the Decimal Separator field to indicate whether a period or comma should be used.
After making all of your selections, click Continue.
10. Click the Create New Product button under the Products tab to add a new product to your online store.
11. Add a name for your product, set a price for it, include a short description, and upload an image of it from your files. Use the Yes-No toggle switches to indicate whether form respondents must add the product to their shopping cart before they can place an order or whether the product will be selected by default when an order form is filled out. Specify whether customers can order multiple quantities of the same product or order, or different types of a product by clicking Add next to either option. Once you’ve made all of your selections, scroll down and click Save Product.
12. Click on the Settings button under the Products tab to include or exclude additional features in your online store.
13. Use the Yes-No toggle switches in the Product List Settings menu to add a search tool to your online store, set a minimum amount that customers must reach before an order can be placed, and separate your products into different categories. Make your selections, and return to the Payment Settings menu by clicking on the Back button.
14. Click on the Coupons tab to create coupons for online orders made through your form.
15. Use the menu that appears to generate a customized coupon code, set an expiration date, specify what kind of discount you’re offering, and indicate how it will be applied. You can also customize all of the notifications and error messages that customers will see when they use a coupon by clicking on the Edit Global Coupon Text button. Make your selections and return to the Payment Settings menu by clicking on the Back button.
16. Click on the Shipping tab if you would like to charge shipping fees for items purchased in your online store.
17. You can charge specific shipping rates for individual items or apply a flat rate to an entire order.
18. If taxes must be applied to orders made through your online form, click on the Tax tab to specify which items are exempt from taxes, provide a base tax rate for all nonexempt items in your online store, and specify which form fields should be used to automatically apply local tax rates based on geolocation data.
19. Use the Invoice tab to generate customizable invoices that can be automatically attached to specific email notifications or autoresponders that are sent to customers or members of your team.
20. If you’re collecting donations through your online form, specify a title for the payment field using the Payment Box Sub Label field. You can then provide a suggested donation amount for donors or use another form field to automatically fill in the donation amount.
21. If you want to allow form respondents to decide how much they pay you, specify a title for the payment field in the Payment Box Sub Label field. You can then provide a suggested amount or use another form field to automatically fill in the payment amount.
22. Use the Additional Gateway Settings to indicate which form field should be used as a donor’s billing address. You can also opt to authorize a transaction and charge donors later. Use the Additional Gateway Settings to indicate which form field should be used as a donor’s billing address. You can also opt to authorize a transaction and charge donors later.
23. Use the PayPal Smart Payment Buttons Style fields to customize the PayPal Buttons. Show Pay Later Messaging toggle helps to show and hide Pay Later Messaging. When this toggle is set to Yes, message customization fields are displayed. Please keep in mind that Pay Later is only available in the US. For more information about Buy Now Pay Later functionality of PayPal Business, please visit here.
How is the PayPal Business integration working for you? Let us know in the comments below so we can help you iron out any wrinkles in your workflow.