Make sure that you have:

• the Finance addon enabled (please feel free to contact [email protected] if you would like more information on enabling this addon)

• the correct administrator permission (“accounting-edit”)

• you have an active PayPal account, including your account’s:

  • PayPal API Username

  • PayPal API Password

  • PayPal API Signature

• you have already created at least one invoice template (or are happy with one of the ones that came with the system as a default)

• Log in as an administrator with the permission “accounting-edit” (included with the Role “Accountant” in addition to “Superuser”).

• In the Main menu, go to Finance > Payment gateway.

• Choose PayPal from the list of available Payment gateways.

• Fill the following sections:

  • Name – Give a name that will help everyone who works with invoices understand the payment gateway’s intended purpose. This name will not be displayed for applicants to see.

  • Call to action – Here you are able to modify what will be written on the button the applicant will use to use Paypal to make their payment.

  • Invoice series – Choose which invoice series you would like to have be payable via the PayPal gateway of the given name. (If your payment collection structure requires it, you can create multiple invoice series and payment gateways, a different one for each Department, for example.)

  • PayPal API Username – Copy and paste this from the PayPal developer portal so PayPal knows where to direct the payments to.

  • PayPal API Password – Copy and paste the API password obtained from the PayPal developer portal to authenticate your account.

  • PayPal API Signature - Copy and paste the API signature obtained from the PayPal developer portal to authenticate your account.

• Click on Save changes