To set up PayPal in Cobot, go to Setup » Automated Payments » Add Payment Method » Add PayPal.
You will then be asked to enter your PayPal API credentials. Click on the link to obtain these from your PayPal account.
If you are having trouble following the PayPal guide, here are the basic steps to get the required information:
Click on the link in Cobot 'request your PayPal API credentials
Click on 'See API certificates'
Follow the prompt to log in to your PayPal account 'For Live Credentials'
Once logged into your account, click on settings
Under the 'NVP/SOAP API integration (Classic)' box, click on 'Manage API Credentials'
Request an API signature
Agree and Submit
You will now see your API Username, Password and Signature needed to enter into the Cobot PayPal Integration screen:
How will this look to your members?
If left as a visible payment method, your members will now be able to choose 'PayPal' from the dropdown in their member portal under Membership » Payment Method. Here's how it looks to them:
How your members receive their invoices will depend on your invoice settings:
If you would like your member to receive their invoice automatically via email as soon as it is generated, go to Setup > Invoice Settings > check 'Send invoices by email' > Save. If activated, the member will receive an email with a payment link as soon as their next payment is due. They will be directed to the PayPal website to make the payment.; once completed, the corresponding invoice will show up as Paid via PayPal.
If you do not activate the emails, then the invoices will be posted to their member portal under Membership. They can login to process payments against them by clicking on 'Pay Now'. They will be directed to the PayPal website to make the payment; once completed, the corresponding invoice will show up as Paid via PayPal.
If your member chooses to change their payment method to PayPal after invoices have already been generated, they will now see a 'Pay Now' button at the top of any outstanding invoices. Once they click on it, they will be redirected to their PayPal login screen to complete the transaction.
We have extended the integration to allow for automated payments through PayPal as well. The only thing to consider is that your PayPal account needs to be enabled to accept reference transactions, which requires the two following conditions:
A PayPal account that has been in existence for at least 90 days.
The account needs to have processed 5000€ or $6000 in the last 90 days.
If you have met both those requirements, then:
Contact PayPal and ask them to turn on reference transactions for you as these conditions are a requirement of PayPal, not Cobot.
Wait for reference transaction to be enabled, and you will get an email like this:
Once this has been done, your members will be taken to the PayPal login screen as soon as they click on 'Update Payment Method' from their member portal. They only have to log in to their account once, and then all invoices will be auto charged to their account from that point on.
If you are asked to "Add New Third Party Credentials" in the signup process, this will need to come from PayPal, please reach out to their customer support directly.