|
<< Klicke um das Inhaltsverzeichnis anzuzeigen >> Navigation: PDF Payment > Configuration > PayPal configuration |
You need to link gotomaxx PDFMAILER to your PayPal account to use the PDF Payment integration by PayPal. Click the “PDF Payment” menu item in the PDFMAILER menu. A list with all supported payment providers will be displayed. Click “PayPal”.
A payment function will now be integrated into the document if you have previously linked PDFMAILER to your PayPal account; otherwise, the set-up wizard will open. Follow the instructions in the set-up wizard.
In the first step of the wizard, you will be prompted for your PayPal email address. Please enter the email address in the field provided and confirm with “Continue".
It will be necessary to grant gotomaxx PDFMAILER permission to generate payment orders, because we don’t save any login details for your PayPal account. The next step will check whether you have already granted this permission in your PayPal account. As this will not be the case on initial set-up, you will be prompted to grant the relevant permission in your PayPal account. Click “Grant permission” in the next step of the wizard.
You will be automatically redirected to the PayPal website in your browser once you click on “Grant permission”. Log in using your PayPal login details to grant that permission. You will then be asked if your would like to authorise “PayPal Express Invoices” to create payment orders. Clicking “Grant permission” will store the required authorisation in your PayPal account. Continue with the set-up wizard in gotomaxx PDFMAILER after the permission is granted. The wizard will jump to step 4.
In this step, you will be prompted to enter your name/company name. It will be displayed on your payment slip and in your customer’s PayPal shopping cart. You can also select a purpose of payment that will be determined automatically. This information will make it easier to attribute payments. You can define up to two payment purposes. We recommend entering at least the invoice number because that is a PayPal requirement. The feedback URL specifies to where the customer will be redirected after successful payment (e.g. your website). Using the logo URL, you can specify a link for your logo, which will be displayed during the PayPal payment process.
Activate the QR code function for paper vouchers as standard. Please read the QR codesection for more information. You can also select the default language of the payment slip. You may want to select the default language “English” if you have lots of English-speaking customers. The payment slip in the PDF and the QR code in the document will then be inserted in English. Specify the period of validity of the payment function within a document via “Valid until”. For example: you can set the period of validity in days (e.g. 30 days) if you wish to create a quote with an expiry date.
In the final stage, you can define various discount rules if you would like to offer your customers a discount (via “Add another discount rule”). The payment slip in the PDF only ever shows the total amount without discount. The discount is automatically applied to the total amount (depending on the time) when the customer clicks the payment button.
In the final step, you can specify how gotomaxx PDF Payment should handle billing .
Once you have connected PDFMAILER to your PayPal account, you can insert your first payment slip as described here. You will furthermore automatically receive a security token from our system via email. You will need this token to set up PDFMAILER with PayPal again (or on another computer) with the same email address.
You can restart the wizard at any time via the PDFMAILER “Settings” menu item and select “PDF Payment” to change the configuration.