How to enable the PayPal service
Step1. Set up integration in your Paypal account
For integration with PayPal service, you need to have a corporate PayPal account. You can register 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 test account, it will be required later for further integration set up. For making test payments, the “Sandbox” tab must be active.
Step2. Set up a payment type in Flowlu
Go to System Settings → Finance → 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 the stage 3 paste previously copied 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.
Step3. 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 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.