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Paypal Payments

Action Form allows you to set a PayPal payment requirement when the user submits the form. To set this requirement you will need to enable the Paypal payment requirement action, identified on Figure 1. It allows you to set PayPal payments by submitting your sandbox email, payment amount, payment frequency, and currency preference. You can also apply tokens to the email addresses, item title and payment amount fields.

The Paypal payment action allows you to set the requirement before giving the user access to specific resources or rights.  When the user submits the form, they are directed to the PayPal website, where they are able to complete the payment process. The user is required to log in to complete the payment process, but if the user does not have a Paypal account, the user is required to open one.


Open Paypal Requirement Action

  • On the Submit Actions (Step 3:Resource/Action) page, identified on Figure 1, select the Require PayPal payment before giving access to the resources or granting the access rights? action, identified with the green arrow on Figure 1.
Figure 1: Identifies Paypal Requirement Action


    

PayPal Requirement Fields

In the PayPal Requirement action specific fields allow you to set PayPal payments. These fields are specified in the bullet list below and on Figure 2.

Figure 2: Displays Paypal Requirement Action Fields


  • Sandbox Account Email
    The Sandbox Account Email field is used for entering your PayPal Sandbox email address. This is the email address you used when you set up your PayPal Sandbox account. Paypal Sandbox is a testing environment that allows you to test transactions without monetary transactions. You are required to enter a valid email address. If you do not enter a valid email you will get an error message.

  • Live Account Email
    The Live Account Email field is used for entering your Live PayPal email address. This is the email address you used to open your Paypal account. If you do not enter a valid email you will get an error message.

  • Test mode(on sandbox)
    The Test mode(on sandbox) check box is used to conduct a test without the exchange of real money. If you want to perform a test payment, select this option.

  • Recurring Payment
    The Recurring Payment drop down menu includes a list of ongoing payment options, displayed on Figure 3.

    1. Select None to require a recurring payment.

    2. Select Monthly to specify a monthly recurring payment.

    3. Select Yearly to specify a yearly recurring payment.

Figure 3: Identifies Recurring Payment Drop down menu

  • Item Title
    The Item Title field is used for entering the title of the product or service.

  • Currency
    The Currency drop down menu is used for specifying your currency preference, for example U.S Dollars. The drop down menu includes a list of currency preferences, displayed on Figure 4 and in the bullet list below.

    • Select U.S. Dollars(USD) to specify U.S Dollars as the currency preference.
    • Select Euros (EUR) to specify Euros as the currency preference.
    • Select Canadian Dollars (CAD) to specify Canadian dollars as the currency preference.
    • Select Pounds Sterling (GBP) to specify English pounds as the currency preference.
    • Select Australian Dollar (AUD) to specify Australian dollars as the currency preference.

Figure 4: Displays Currency Options


  • Amount
    The Amount field is used for entering the amount for the product or service. You are required to enter a valid number. If you enter letters or symbols you will get an error message. Do not enter the dollar($) symbol, this is invalid and will return an error message. Only numbers and decimal points are allowed, for example 9.89.

  • Cancel Page
    The Cancel Page drop down menu includes a list of pages for redirecting the user when Cancel is selected. The list of pages in the Cancel Page menu depends on the pages available in your action form.

Field Errors

The PayPal Requirement action will generate errors if specific text fields contain invalid data. Sandbox Account Email, Live Account Email, and Amount fields generate errors if you do not enter valid formats or data. If you enter invalid data or format in one or more of these fields the page will return "There are errors in the setup. Please review input in sections and correct highlighted errors" when you try to save. This error is identified with the yellow highlight on Figure 5. If you get this message return to the PayPal Requirement action window to correct the error.

Figure 5: Display Resource/Action Error Message



The Sandbox Account Email and Live Account Email fields generates the "invalid email" error message if you enter an invalid email format. In Figure 6 for example, both fields generate an error because the email addresses are incomplete. In the Amount field, identified with the green arrow on Figure 6, an invalid amount generates the "invalid amount" error message because the amount includes the dollar ($) symbol.


Figure 6: Identifies Field Errors


Set up PayPal Payment

  1. To set up a PayPal Payment select the check box next to the Require Paypal payment before giving access to the resources or granting the access rights? question, identified with the green arrow on Figure 1. The Paypal payment requirement window will open with fields that allow you to configure and set up your PayPal preferences.

    • You can enter My Tokens in the Sandbox Account Email, Live Account Email, Item Title and Amount fields.

  2. In the Sandbox Account Email field enter your PayPal Sandbox email address.

  3. In the Live Account Email field enter your Paypal email address.

  4. Select the Test mode (on sandbox) check box to test the payment. If you do not want to test the payment leave it unchecked.

  5. In the Recurring payment drop down menu, select the frequency of the payment.

  6. In the Item Title text field enter, a short description for the payment.

  7. In the Currency drop down menu, select your currency preference.

  8. In the Amount text field enter the number amount for the payment.

  9. In the Cancel Page drop down menu, select where you want the user redirected when they select Cancel on the form.

  10. When you are done click the Save button at the bottom of the page.

Paypal Payment Example

Figure 7 illustrates an example of a test Paypal payment using Sandbox.

Figure 7: Specifies a Sandbox Paypal Payment


  1. In the Sandbox Account Email field janedoe@yahoo.com is entered for the Sandbox email address.

  2. In the Live Account Email field jane111@gmail.com is entered for the Paypal email address.

  3. The Test mode (on sandbox) is selected to show that the payment is tested in Sandbox.

  4. Yearly is selected from the Recurring payment drop down menu to specify that there is a yearly charge.

  5. In the Item Title text field Subscription Fee is entered for the description of the payment.

  6. U.S. Dollars (USD) is selected from the Currency drop down menu to specify that the payment preference is U.S dollars.

  7. In the Amount text field, 59.99 is entered to specify the amount for the subscription fee.

  8. In the Cancel Page drop down menu, Home is specified as the redirect page when the user clicks Cancel on the action form.

  9. On the action form the user completes the text field specified and clicks the Submit button, identified on Figure 8.

    Figure 8: Identifies Submit button and Action form



  10. When the user clicks the Submit button, the user is redirected to the Paypal Sandbox page, displayed on Figure 9.

    Figure 9: Displays Paypal Sandbox Website


The user is required to select the Paypal Sandbox link to use the sandbox features. The PayPal Sandbox link, identified with the blue arrow, will redirect the user to the Paypal Sandbox login page.


Payments without PayPal account


By default, PayPal requires customers that they either already have a PayPal account or create one during the checkout process. This option can be configured from PayPal so customers can buy without having a PayPal account, by using a credit card for example.

More information can be found at http://help.eventbrite.com/customer/portal/articles/430152-paypal-account-optional-setting

Important: Note that this setting does NOT work in sandbox mode.




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