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:
- issued Invoices, Sales Orders, Quotations by clicking on the link generated in the very document;
- issued Receipt Notes through POS;
- through Mobile app;
- 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:
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.
After logging into the PayPal developer portal, you need to:
- Select the “My Apps & Credentials” option
- Click on the “Live” option
- Click on the “Create App” button
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”.
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.
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.
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.
After this, ERPAG send an email to your customer with a payment link.
When your customer activates the link, a web page will open with an overview of the document 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.
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.
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.
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.
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.
Then tap on the Credit Card – Request money, enter customer’s email and tap on the “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.
