1. Flowlu
  2. Flowlu Help Center
  3. Finance
  4. Invoices
  5. How to Accept Online Payments for Invoices
  6. How to Set Up PayPal

How to Set Up PayPal

Step 1. Set Up Integration in Your Paypal Account

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

With your PayPal account, enter the PayPal Developer section → My Apps & Credentials. Switch to Sandbox and click Create App.

Create a name for your application, for example, Flowlu_app. In the App Type field, select Merchant. Click Create App to create a sandbox app.

Copy and save the Client ID and Secret from the sandbox app. These data will be required for further configuration of the sandbox app in Flowlu. To get the Secret, click Show.

Step 2. Set Up a Payment Type in Flowlu

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

In the opened window, choose the PayPal option:

At the step 2, fill in the system name of the payment method, button name and reference information (description).

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

Note: Organizations are created in the System Settings → the Finance section.

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

Specify the order in which the button will be displayed on the invoice page. The smaller the number, the higher the button will be located on the invoice payment page. It comes in handy if you plan to add several payment options.

On the stage 3, paste previously copied the Client ID and Secret. 

Select the Sandbox option and click the Next button:

In step 4, select the Activate the payment method option and save.The setup is completed.

Step 3. Test Payment Method

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

After successfully testing the online payment, go to the My Apps & Credentials in PayPal, select the Live mode. Click Create App.

Specify a name for the account. Click Create App. In the opened window, copy the new Client ID and Secret.

Go to Flowlu → Payment Methods & Templates. Select your test payment method for PayPal. Update the Client ID and Secret fields, specify the account type as "Live".

Save. The integration setup is complete and you can now accept online payments using PayPal. 

Previous How to Accept Online Payments for Invoices
Next How to Set Up Stripe