PayPal and ERPAG integration

About PayPal integration

We all know well that fast and secure payment for products and services is one of the top priorities of each company. So, you need to enable your customer to make a payment in the most simple way. Implementing various POS terminals for payment means additional expenses for their installation and maintenance. Also, you have to train your staff to use them. However, with appearance of CLOUD services (such as ERPAG), problems with accessing POS terminals on clients’ computers emerged as well. The browser, due to security, forbids access to the local resources of computer, and that causes problems. Luckily, the market now offers a large number or services that provide ONLINE payment processing, so you won’t even need POS terminals any more. One of the most well-known services that stands out based on quality, security, and simplicity of usage is most surely PayPal.

In order to enable ERPAG users to process payments through PayPal services, ERPAG enabled the connection by using PayPal API (Application programming interface).

By connecting ERPAG and PayPal, the user gets the possibility of processing client’s payments for products or services based on:

  1. issued Invoices, Sales Orders, Quotations by clicking on the link generated in the very document;
  2. issued Receipt Notes through POS;
  3. through Mobile app;
  4. through Customer Portal.

Even though ERPAG fulfills PCI compliance standards, ERPAG doesn’t save any data about the credit card information or PayPal account, upon processing the payment. By using the PayPal API, ERPAG creates an isolated PayPal checkout overlay. And, from PayPal service only gets the information when the transaction is completed. This means that all data user enters regarding the credit card or PayPal account, is actually entered directly in PayPal. The picture below shows that:

communication diagram

Preparing and setting up PayPal

The first step to a successful connection is to download the API keys from PayPal. But, you should note that you can only use your Business PayPal account. It’s not possible to use the API for Personal PayPal accounts. In your browser, go to https://developer.paypal.com and log in using your PayPal account.

paypal login

After logging into the PayPal developer portal, you need to:

  1. Select the “My Apps & Credentials” option
  2. Click on the “Live” option
  3. Click on the “Create App” button
developer paypal account

Then enter the name of the application (the data is arbitrary but you can enter for example “ERPAG”), and click on the button “Create App”.

create new app in paypal

After creating a new application, PayPal will generate and display the API credentials (Client ID and Secret) which you need to save, because you will need to enter this data in your ERPAG account.

paypal api credentials

Preparing and setting up ERPAG

In order for ERPAG to be able to communicate with your PayPal account, it is necessary to enter the previously obtained API keys into ERPAG. Log into ERPAG by using your ERPAG account and activate the “PayPal” option from the “Administration” menu.

erpag paypal integration

The next step is to enter your API keys:

After you complete entering the API keys, check the validity by clicking on the VERIFY button. Then save the changes.

Processing payments

Processing payments in ERPAG is enabled in a few ways.

The first way is to create a Sales Order or Quotation, click on the “Advance payment” option, enter the amount in the “Amount” field and click on the “Request Money” option. Then select the “PayPal” payment gateway.

advance payment
request money
select payment gateway

After this, ERPAG send an email to your customer with a payment link.

sales order payment link

When your customer activates the link, a web page will open with an overview of the document content.

sales order content

By clicking on the “Pay” button, a PayPal Checkout form opens in which the customer can choose whether he wants to pay with his PayPal account or to enter data from his credit card. To make a payment he needs to click on the Pay button.

paypal or credit card

After the successful payment, the customer gets an information that the payment made based on the document is successful. The document status in ERPAG will change to PAID.

successful payment

Paying trough POS (Point Of Sale)

The second way of processing the payment is through Point Of Sale. By clicking on the + in the Credit Card cell, you can choose whether we want to enter the credit card data directly to POS, or email the Receipt Note to your customer.

POS payment gateway
send payment link

If the Receipt is sent to an email, the POS will wait for the customer to receive the email (for example on their mobile phone).

The customer then makes the payment by activating the link from the email itself and filling in the data from his card or entering his PayPal account. Once the payment has been successfully made, ERPAG will receive the information and record the receipt as paid, and then generate a receipt printout.

POS pay button

Processing payment through the Mobile application

The third way is by using the mobile application. Enter a product in Point Of Sale (in your mob app) and tap on the cart.

pos add to cart

Then tap on the Credit Card – Request money, enter customer’s email and tap on the “Request Money”:

POS request money

Just like in the previous case, the application will wait for the customer to receive the mail, make the payment and receive feedback that the payment is successful.

Processing payment through Customer portal

The fourth way is to process the payment through the Customer portal. The customer logs into ERPAG using the credentials you have assigned to him. By logging in, the customer accesses your customer portal where he can make a purchase.

Upon clicking on the cart, the customer is redirected to the page with the overview of items in the cart. By activating the PayPal button, customer receives a payment form.

POS cart
POS PayPal
POS paypal payment

Start NOW

Read More

Related Posts

ERPAG Change log 02-07-2024

ERPAG Change log 02-07-2024

We included a few major updates in ERPAG: We redesigned custom formula 2. We added conditional formatting for columns https://www.erpag.com/news/conditional-formatting 3. Also, we added API reference documentation...

read more
ERPAG Change log 11-06-2023

ERPAG Change log 11-06-2023

You probably noticed a few updates in your ERPAG account! Let me lead you through them. You can now include "Terms of Payment" as a column in your Purchase Order list: 2. You can now include the "Blanket Purchase Order" column in your Purchases Report, for easier...

read more
ERPAG Change log 08-04-2023

ERPAG Change log 08-04-2023

It's the peak of the summer heat, but that doesn't stop us from improving ERPAG! Here is the list of our newest updates: You can now list the "Additional info" information as a column in your Manufacturing report: 2. Exploded view is now available in the multi-level...

read more