Set up PayPal

PayPal is one of the Payment buttons — switch it on alongside as many of the others (for example, Revolut Pay) as you like; it doesn't compete with your Card payments or Bank payments provider. With it on, a customer paying a shared invoice sees PayPal's own Smart Buttons, next to card payment under an "or" divider when both are offered, or on their own otherwise.

What you need

A PayPal Developer account with a REST app (create one at the PayPal Developer dashboard). It gives you:

• Client ID
• Client secret

Create a sandbox app for testing and a separate live app once you're ready to go live — PayPal keeps the two fully apart.

Where to paste them

In Bizinly, open Settings → Payments, and switch on PayPal under Payment buttons. Set:

• Mode — Test mode or Live.
• Client ID
• Client secret
• Webhook ID — see below.

Save the tab. PayPal is ready once it's switched on with a Client ID and Client secret saved.

Test vs live mode

Test mode calls PayPal's sandbox, so pay a test invoice with a sandbox buyer account and no real money moves. Switch Mode to Live and paste your live app's Client ID and Client secret once you're ready to accept real payments.

The webhook

Unlike the other providers, PayPal doesn't give you a signing secret to paste in — instead, when you register the webhook, PayPal gives you a Webhook ID, and it's that ID Bizinly uses to verify the notification with PayPal directly.

1. In the PayPal dashboard, add a webhook pointed at:

   https://<your-workspace-domain>/api/pay/paypal/webhook
   

2. Subscribe it to at least: PAYMENT.CAPTURE.COMPLETED, PAYMENT.CAPTURE.REFUNDED, CHECKOUT.ORDER.VOIDED.
3. Copy the Webhook ID PayPal shows you into Bizinly's Webhook ID field and save.

A currency your account isn't set up to receive

Some PayPal accounts must be manually configured before they'll accept a given currency. If a customer pays in a currency your account isn't set up for yet, PayPal can capture the payment but hold it — the invoice stays unpaid, with the payment shown as "Paid at PayPal, waiting for the money to be accepted into the account." Bizinly keeps checking automatically and marks the invoice paid the moment PayPal releases the money to you; nothing needs to be redone on your side.

Checking it works

With PayPal in test mode, open a test invoice's shared link and pay with a sandbox buyer account through the PayPal button. Confirm the invoice moves to Paid with a payment recorded against it (method PayPal, referencing the PayPal capture).

Related: Online payments, Record and manage payments, Payment webhooks.