2019-05-13 16:17:42 +07:00
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=============================
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Configure your Paypal account
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=============================
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2016-09-21 20:06:48 +07:00
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2019-05-13 16:17:42 +07:00
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Paypal is available and popular worldwide. It doesn’t charge any
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subscription fee and creating an account is very easy. That’s why we
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definitely recommend it for starters in Odoo. It works as a seamless
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flow where the customer is routed to Paypal website to register the
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payment.
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2016-09-21 20:06:48 +07:00
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2019-05-13 16:17:42 +07:00
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Paypal account
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==============
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2016-09-21 20:06:48 +07:00
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2020-01-03 17:16:17 +07:00
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A business account is needed to get paid with Paypal. Create a
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`Paypal Business Account <https://www.paypal.com/us/merchantsignup/
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applicationChecklist?signupType=CREATE_NEW_ACCOUNT&productIntentId=wp_standard>`_
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or upgrade your Personal account to a Business account. Go to the Paypal
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settings and click on *Upgrade to a Business account*.
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Then follow the few configuration steps.
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2016-09-21 20:06:48 +07:00
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2019-05-13 16:17:42 +07:00
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Settings in Paypal
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==================
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2016-09-21 20:06:48 +07:00
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2019-05-13 16:17:42 +07:00
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| First, let’s see how to set up your Paypal account in order to build a
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seamless customer experience with Odoo.
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2020-01-03 17:16:17 +07:00
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| Log in and open the settings. Go to :menuselection:`Products & Services -->
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Website payments` and click **Update** on **Website preferences**.
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.. image:: media/paypal01.png
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:align: center
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2019-05-13 16:17:42 +07:00
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Auto Return
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-----------
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*Auto Return* automatically redirects your customers to Odoo once the
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payment is processed. Check *Auto Return* and enter your domain name
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with the suffix ``/shop/confirmation`` as *Return URL*
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(e.g. ``https://yourcompany.odoo.com/shop/confirmation``).
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This URL is requested in Paypal but not used in practice as Odoo
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transmits it at each transaction. Don’t worry if you manage several
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sales channels or Odoo databases.
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2016-09-21 20:06:48 +07:00
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2019-05-13 16:17:42 +07:00
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.. image:: media/paypal02.png
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:align: center
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2019-05-13 16:17:42 +07:00
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Payment Data Transfer (PDT)
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---------------------------
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*Payment Data Transfer* delivers the payment confirmation to Odoo as
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soon as it is processed. Without it, Odoo cannot end the sales flow.
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This setting must be activated as well. When saving, an *Identity
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Token* is generated. You will be later requested to enter it in Odoo.
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.. image:: media/paypal03.png
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:align: center
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Paypal Account Optional
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We advise you to not prompt customers to log in with a Paypal account
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when they get to pay. Let them pay with debit/credit cards as well, or you might lose some deals. Make sure this setting is turned on.
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.. image:: media/paypal04.png
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:align: center
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Instant Payment Notification (IPN)
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----------------------------------
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PDT sends order confirmations once and only once. As a result, your site
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must be running when it happens; otherwise, it will never receive the
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message. That’s why we advise to activate the *Instant Payment
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Notification* (IPN) on top. With IPN, delivery of order confirmations
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is virtually guaranteed since IPN resends a confirmation until your site acknowledges receipt.
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| To activate IPN, get back to *Website payments* menu and click
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*Update* in *Instant Payment Notification*.
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| The *Notification URL* to set is your domain name +
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“payment/paypal/ipn” (e.g. ``https://yourcompany.odoo.com/payment/paypal/ipn``).
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.. image:: media/paypal05.png
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:align: center
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Payment Messages Format
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-----------------------
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2019-12-26 15:00:40 +07:00
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If you use accented characters (or anything else than basic Latin characters)
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for your customer names, addresses... you MUST configure the encoding format of
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the payment request sent by Odoo to Paypal.
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2019-12-26 15:00:40 +07:00
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.. danger::
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If you don't configure this setting, some transactions fail without notice.
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To do so, open:
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* `this page for a test account <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`__
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* `this page for a production account <https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`__
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Then, click *More Options* and set the two default encoding formats as **UTF-8**.
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.. image:: media/paypal07.png
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:align: center
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2019-05-13 16:17:42 +07:00
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.. image:: media/paypal08.png
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:align: center
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2019-05-13 16:17:42 +07:00
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Your Paypal account is ready!
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.. tip::
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If you want your customers to pay without creating a Paypal account,
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*Paypal Account Optional* needs to be turned on.
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2019-12-26 15:28:11 +07:00
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2020-01-03 17:16:17 +07:00
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.. image:: media/paypal_account_optional.png
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.. tip::
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For Encrypted Website Payments & EWP_SETTINGS error,
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please check the `Paypal documentation <https://developer.paypal.com/docs/
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classic/paypal-payments-standard/integration-guide/encryptedwebpayments/
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#encrypted-website-payments-ewp>`_.
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2017-04-28 22:19:52 +07:00
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2019-05-13 16:17:42 +07:00
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Settings in Odoo
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================
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2017-04-28 22:19:52 +07:00
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2019-05-13 16:17:42 +07:00
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Activation
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----------
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2019-05-13 16:17:42 +07:00
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Activate *Paypal* from the config bar of Sales, Invoicing and
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eCommerce apps, or from the configuration menu of *Payment Acquirers*.
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Credentials
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-----------
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Odoo requires three Paypal credentials:
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- *Email ID* is your login email address in Paypal.
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- *Merchant ID* can be found in the settings of your Paypal account, in
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:menuselection:`Account Settings --> Business information`.
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- *Paypal PDT Token* is given in *Website payments* configuration as explained here above.
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.. image:: media/paypal09.png
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:align: center
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Transaction fees
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----------------
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You can charge extra fees to your customers for paying with Paypal;
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This to cover the transaction fees Paypal charges you. Once redirected to Paypal, your customer sees an extra applied to the order amount.
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To activate this, go to the Configuration tab of Paypal configuration in
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Odoo and check *Add Extra Fees*.
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.. image:: media/paypal10.png
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:align: center
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You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`__ to set up
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fees.
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.. note::
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`Traders in the EU <https://europa.eu/youreurope/citizens/consumers/shopping/pricing-payments/
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index_en.htm>`_ are not allowed to charge extra fees for paying with credit cards.
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Go live!
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========
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2016-09-21 20:06:48 +07:00
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2019-05-13 16:17:42 +07:00
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Your configuration is ready to roll. Make sure *Production* mode is
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on. Then publish the payment method by clicking the *Published* button right next to it.
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.. image:: media/paypal11.png
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:align: center
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.. image:: media/paypal12.png
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:align: Center
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Paypal is now available in your payment form available in eCommerce,
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Sales and Invoicing apps. Customers are redirected to Paypal website
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when hitting *Pay Now*. They get back to a confirmation page in Odoo
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once the payment is processed.
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.. image:: media/paypal13.png
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:align: center
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2019-05-13 16:17:42 +07:00
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Test environment
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================
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You can test the entire payment flow in Odoo thanks to Paypal Sandbox accounts.
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Log in to `Paypal Developer Site <https://developer.paypal.com/>`__ with your Paypal credentials.
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This will create two sandbox accounts:
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- A business account (to use as merchant, e.g. `pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`__).
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- A default personal account (to use as shopper, e.g. `pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`__).
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2019-05-13 16:17:42 +07:00
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Log in to Paypal Sandbox with the merchant account and follow the same configuration instructions.
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Enter your sandbox credentials in Odoo and make sure Paypal is still
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set on *Test Environment*. Also, make sure the automatic invoicing
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is not activated in your eCommerce settings, to not generate invoices
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when a fictitious transaction is completed.
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Run a test transaction from Odoo using the sandbox personal account.
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2020-01-06 22:51:35 +07:00
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.. seealso::
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- :doc:`payment_acquirers`
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- :doc:`../../ecommerce/shopper_experience/payment_acquirer`
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