How to Enable the PayPal Service

Step 1. Set Up Integration in Your Paypal Account

For integration with PayPal service, you need to have a corporate PayPal account. You can create a new account here.

With your PayPal account, enter the Developer section My Apps & Credentials

Create a name for your application, for example, Flowlu_app, select test account for making test payments and click Create App.

Copy the Client ID of a test account, it will be required later for further integration set up. For making test payments, the Sandbox tab must be active.

Step 2. Set Up a Payment Type in Flowlu

Go to System SettingsFinance Payment Methods and click the Create button:

In the opened side-panel chose  PayPal option:

At step 2, fill in the system name of the payment method, for example, PayPal and reference information.

Indicate on behalf of which organization you will issue invoices for which this payment method will be available.

Note: Organizations are created in the system settings, in the Finance section.

Choose the type of payer, depending on to whom invoices will be issued to. It can only be the contacts from CRM (individual people), companies, or both.

Specify the numerical order in which the button will be displayed in the Ordering column. The smaller the number, the higher the button with payment through this payment system will be located on the invoice payment page. It is relevant if you plan to add several payment systems.

On stage 3, paste previously copied the Client ID

Leave the Account type in the Sandbox option and click the Next button:

In step 4, select the Publish payment method option and save. Integration set up is completed.

Step 3. Test Payment Method

To make a test payment, create an invoice from organization specified in the payment method settings and select an Account from CRM.

Go to the invoice external link. On the opened page you will see the Paypal button, through which you can make a test payment.

To test the payment, use the seller's and buyer's test accounts created here.

After successful testing of online payment, go to the application settings, switch to Live mode and copy new Client ID.

In Flowlu, in the settings of the online payment method, change the client ID (2) and specify the account type to Live (3).

Integration setup is completed, now you can accept payment online through PayPal payment system.