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Feature Availability

Vtiger Editions: One Professional | One Enterprise

Introduction

PayPal is a simple, fast, and safe option for accepting or making payments online. With PayPal, you can make one-time purchases or set up recurring payments for all your monthly subscriptions, hassle-free. With the help of PayPal+Vtiger CRM integration, you can make payments to your vendors or accept payments for invoices through a secure PayPal gateway.

 To achieve this, you will need to do the following:

1. Create a PayPal Business Account to accept payments online. 
2. Configure PayPal in the CRM to make the payments.

Let us jump into the article and learn about PayPal integration in detail.

Key Features

The key features of configuring PayPal Gateway are:

• Accept payments automatically from customers by reducing the risk of non-payment.
• Get invoices updated automatically on receiving the payment.
• Easily make online payments to your vendors.

Benefits

The benefits of configuring PayPal Gateway are:

• Manage subscriptions effortlessly.
• Make payments with the customer's card details if you have their consent.
• Receive payments via links sent to customers via email.
• Receive payments in multiple currencies.
• Leverage Autopay to handle subscription payments.

In this article, you will learn how to configure PayPal as a payment gateway in Vtiger CRM.

Business Accounts in PayPal 

In this section, you will learn how to create a business account on PayPal. If you already have one, you will learn where to find the API User ID, Password, and Signature.

Follow these steps to know about PayPal business accounts:

1. You can sign up for free on the PayPal website. Provide all the mandatory details and create a Business Account.

2. After signing up, log in to your PayPal account.
3. Click Tools > Business Setup > Option A.
4. Select Get your API Credentials.

5. Click View API Signature.

6. Click Show to view the API Username, API Password, and Signature.

7. Copy the values from API Username, API Password, and Signature and paste them into the Add Configuration screen.

8. Click Done and log out of your account. 

Currencies supported by PayPal

Here is a list of currencies supported by PayPal:

Currency	Currency Code
Australian Dollar	AUD
Brazilian Real	BRL
Canadian Dollar	CAD
Czech Koruna	CZK
Danish Krone	DKK
Euro	EUR
Hong Kong Dollar	HKD
Hungarian Forint	HUF
Israeli New Sheqel	ILS
Japanese Yen	JPY
Malaysian Ringgit	MYR
Mexican Peso	MXN
Norwegian Krone	NOK
New Zealand Dollar	NZD
Philippine Peso	PHP
Polish Zloty	PLN
Pound Sterling	GBP
Singapore Dollar	SGD
Swedish Krona	SEK
Swiss Franc	CHF
Taiwan New Dollar	TWD
Thai Baht	THB
U.S. Dollar	USD

 

Configuring PayPal in Vtiger

Note: This configuration requires you to move between PayPal and Vtiger CRM screens. Keep both of them open in different tabs or windows.
Follow the steps below to configure PayPal in Vtiger:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Settings.
4. Click Payments & Subscriptions under the Inventory section. The Payments Configuration page opens.
5. Click the Payment Gateway tab.
6. Click +Add Gateway. The Add Configuration window opens.

 

7. Enter or select the following information:
   1. Provider: Select PayPal from the available list.
   2. Active: Enable the checkbox to activate the gateway.
   3. Label: Enter the label name for the gateway.
   4. Default: Enable the checkbox to choose PayPal as a default payment gateway.
   5. API User ID: Provide the API Login ID provided by the PayPal payment gateway.
   6. Password: Enter the password provided by your PayPal Payment Gateway.
   7. Signature: Paste the API Signature copied from PayPal.
8. Click Save.

After you successfully configure the PayPal gateway, you can make payments using PayPal.
Note: The API User ID, Password, and Signature will be available in your PayPal business account.

​Changing the Funding Source for PayPal Pre-approved Payments

You can change your credit or debit card details on PayPal to make pre-approved billing easier. This section will help you update your payment method in PayPal (also known as a payment source) so that your order can be charged. This will help you if you are notified that your payment is declined or if you need to update an expired/incorrect credit card.

Alternatively, you can also choose to add money to your PayPal balance. This is the easiest method to cover the cost of the purchase.

After making changes, please notify your seller so that the order can be charged.

Follow these steps to change credit or debit card details:

1. Log in to your PayPal account.
2. Go to Profile. 
3. Click Profile & Settings
4. Select Selling tools.
5. Select Update under my automatic payments.
6. Click the pre-approved payment plans link.

7. Select the correct Vtiger pre-approved payment charge. When the order is placed, buyers will receive a confirmation email from PayPal containing the preapproval key.

8. Click the Change link at the bottom of the screen.

9. Select or add a new payment source.
10. Click Save.

Once you are done changing the card details, notify the seller so that they can charge the order.

​Tracking Payments

All the payments you owe your suppliers and the payments your customers owe you are recorded in the Payments module.
Vtiger CRM supports two methods for accepting payments from your customers. You can either initiate the payment after obtaining the customer's banking information or send the payment link directly to the customer.
However, in both cases, payments are processed securely through popular online payment gateways such as PayPal.
Follow these steps to access the Payments module:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Payments under the Inventory App. The List View opens. Here, you can view all the payments processed in Vtiger.

Click here to learn more.
​

Deleting PayPal Gateway

Follow these steps to delete the PayPal Gateway:

1. Log in to your CRM.
2. Go to the main Menu.
3. Click Settings. The Settings page opens.
4. Go to Inventory > Payments & Subscriptions. The Payment Gateway page opens.

 

5. Hover over the PayPal gateway record and click the Delete icon. Are you sure you want to delete? message pops up.
6. Click Yes to confirm the deletion.

​Troubleshooting Tips

The total amount of all payments exceeds the maximum allowed total. What does it mean, and what should be done?

It means you have used up the PayPal Pre-approved amount of $2000 (which you approved when you subscribed to Vtiger), and Vtiger cannot process further payments.

To add an amount of $2000 to your PayPal account:

1. Go to the Billing section. 
2. Click Replace payment method.
3. Enter PayPal details.
4. Add an amount of $2000.

Card setup errors

If an error message contains Declined or Do Not Honor, please contact your bank to approve the transaction. Vtiger transactions originate from the US with the name Vtiger CRM On Demand. Banks block international transactions due to suspected fraud. A call to your bank will take care of this.

Most other errors are due to a change in your card number, or your card expires, or the cancellation of your credit card.
 

References

Managing Payments
Configure Authorize.net to process payments 
Razorpay Integration
Stripe Integration in Vtiger
Instamojo Configuration 

Managing Payments Xero Integration