PayPal Payment Portal: Client Payment Integration via PayPal

Modified on Thu, 17 Apr at 3:36 PM

The PayPal Payment Portal add-on enables companies to offer their clients a secure and convenient method to pay invoices directly through PayPal. Once activated and configured, this add-on adds a “PayPal” button to all qualifying invoices, allowing clients to quickly complete payments through their PayPal accounts.

This streamlined integration not only enhances the client experience but also helps firms receive payments faster, reducing manual follow-up and administrative delays.

Key Capabilities:

Client Payment via PayPal:

PayPal Button on Invoices: A “PayPal” button appears on eligible invoices sent to clients.
Seamless Redirection: Clients are redirected to PayPal’s secure platform to complete the payment.
Real-Time Updates: Payments made through PayPal are automatically reflected in PASconcept’s invoice records.

Easy Add-On Activation:

Step-by-Step Setup:
1. Log into your PASconcept account.
2. Navigate to My Marketplace.
3. Locate the PayPal Payment Portal add-on.
4. Click Activate and accept the Terms and Conditions.
5. Begin configuration immediately after acceptance.

Configuration Requirements:

To enable the PayPal integration, users must enter their PayPal API credentials, which include:

API Username
API Password
API Signature

These credentials ensure secure and authenticated transactions between your PayPal account and PASconcept.

Where to Find PayPal API Credentials:

Log into your PayPal Merchant Interface.
Go to Account > Settings.
Click on API Credentials & Keys.
Generate or retrieve your:
- API Username
- API Password
- API Signature

Field Descriptions:

Field	Purpose
PayPal API Username	Authenticates your PayPal account with PASconcept.
PayPal API Password	Secures your payment process; should be kept confidential.
PayPal API Signature	Unique identifier for secure API transactions.
Limit Payment	Optional maximum amount setting—hides PayPal button for invoices exceeding this threshold.

Benefits:

Feature	Benefit
Fast Client Payments	Enables quick and easy invoice settlement via PayPal.
Reduced Administrative Time	Automatically updates invoice status after payment.
Custom Limit Controls	Prevents high-value transactions through PayPal if desired.
Secure Integration	Uses PayPal’s API system for encrypted, authenticated payment processing.

Implementation Steps:

1. Activate the Add-On:

Go to My Marketplace in PASconcept and activate the PayPal Payment Portal add-on. Accept the terms and conditions to proceed.

2. Configure the Integration:

Enter your API credentials from your PayPal Merchant Interface into the required fields in PASconcept.

3. Set Payment Limits (Optional):

Use the Limit Payment field to define a maximum amount that can be paid via PayPal per invoice.

4. Begin Accepting Payments:

Once configured, clients will see a “PayPal” button on invoices under the defined limit and can begin making payments immediately.

Example Usage Scenario:

Invoice Sent:

A client receives an invoice from ABC Engineering through PASconcept. The invoice total is $950, under the $1,000 limit.

Payment Initiated:

The client clicks the “PayPal” button, is redirected to PayPal, and completes the transaction securely.

Status Updated:

The invoice is automatically marked as paid within PASconcept, and a confirmation is recorded for both the client and the company.

By enabling the PayPal Payment Portal add-on, firms provide a frictionless, user-friendly payment experience while maintaining secure and trackable financial records in PASconcept.