[intro]Before you begin, you need to have opened a PayPal account, which you can do by following the steps within this Guide. However, when you have completed this Guide, you will have correctly installed the PayPal Checkout on your EKM online shop.[/intro]
The PayPal Checkout offers customers the ability to pay for their order using either a credit/debit card or to log into their existing PayPal account and use that to complete their order.
1. From the Dashboard, click the Settings tab:
2. Click the Payment Methods icon:
3. Click the Add Payment Method button:
4. Click the Digital Wallets Header:
5. Click Add Method to the far left-hand side for PayPal:
6. Click the Connect With Paypal button:
7. Add in the email address you usually use to log into your PayPal account, ensure that the correct Country has been selected and then click Next:
8. You now need to add in your PayPal password into the field provided before clicking Next:
9. Your next step is to select what kind of business you have from the drop-down menu, before clicking Next:
10. You then need to complete the fields provided before ticking the boxes to consent near the bottom of the page and clicking the Next button:
11. Again, you need to complete the fields provided before clicking Next:
12. Complete the fields and confirm your date of birth on this page, before clicking the Next button:
13. You then need to click the blue button to return to your EKM online shop:
14. When you are returned to the PayPal Settings page of your EKM online shop, you’ll see a red cross symbol on the bottom left-hand side:
This is because your account has not been verified yet. Log into the same email account you use to log into Paypal. Find the email from Paypal and follow the steps within it to verify your details.
What the customer sees
The PayPal Checkout payment method is displayed in two instances on the Checkout Flow, offering the customer to pay by logging into their PayPal account, or by using a credit or debit card.
1. If the customer selects the PayPal account option, they need to click on the yellow ‘Pay with PayPal’ button on the right-hand side:
2. A window will then appear for them to add in their PayPal details to complete their order:
3. However, if on the Checkout Flow, the customer selects to make a card payment using PayPal, the button on the right-hand side will update to ‘Pay for Order’:
4. On the next page, the customer is then given a second opportunity to log in to their PayPal account by selecting the yellow ‘Pay with PayPal’ button, or clicking ‘Debit or Credit Card’ beneath that:
5. Clicking the yellow button will bring up a window to enable the customer to log into their existing PayPal account:
6. But if the customer selects ‘Debit or Credit Card’, they will be redirected to this page, where they simply need to add their details into the fields provided to complete their order:
1. From the Payments page of your EKM online shop, click the Edit button on the far right-hand side:
2. Scroll down to the Configure PayPal Checkout element, and you’ll see a number of choices:
Here you have the option to select ‘Automatically’ from the drop-down menu, or ‘Manually’. Automatically is the default choice, and PayPal will capture payment from your customer at the point of checkout. However, if you select Manually from this menu, you will see a ‘Take Payment’ button appear on the customer’s order, which you can press to take payment when you are sure you have the relevant products available. This is ideal if your EKM online shop sells handmade or custom products, where the stock might not be always available.
As you have to manually take payment from your customer via the Take Payment button on their order, using this method also saves you from having to refund the customer should the item not be available for them.
[remember]If you have set to Capture Payments Manually, funds are authorised and held by PayPal, waiting for you to press the Take Payment button on the customer’s order within your EKM online shop. Funds are held for 3 days, but it is possible to reauthorise the payment from the 4th day up to the 29th day by using the ‘Reauthorise’ button on the order. You also have the option to ‘Void Payment’ for the order, which will cancel the authorisation and return the funds to the customer, cancelling the order.
This is how your EKM online shop will appear within the customer’s PayPal account. This should be the name - and not the URL - of your EKM online shop.
PayPal Express on Cart Page
Tick this box if you want to allow customers to check out using PayPal Express by clicking the relevant button on the Cart page of your EKM online shop. Bear in mind that this will allow the customer to bypass your own Checkout Flow, so they may not see any prompts to open an account on your EKM online shop, or see Additional Information Fields during the Checkout Flow.
[tips]If you allow PayPal Express to be accessible from the Cart Page, it would be a good idea to check the settings within your PayPal account to ensure that your customers add their telephone numbers to their orders in case you need to contact them. You can do this by following the steps in this Guide. [/tips]
PayPal Express on Payment Page
If you opt to use PayPal Express on the Payment page of the Checkout Flow only, the customer’s contact details from their PayPal account will populate their order, regardless of what they have added to the Customer Details page of the Checkout Flow. This is because PayPal Express is an express payment gateway, so it works by pre-populating fields on orders to allow customers to quickly purchase goods online.
However, if you use fields on the Checkout Flow to gather information (such as by using Customer Login to encourage people to make an account on your EKM online shop, or using Additional Information Fields on the Order Summary page, for example) you can still remove PayPal Express from the Cart Page and only provide access on the Payment Page.
3D Secure is an extra level of security; we recommend that you tick this box as this enables 3D Secure on customers’ cards (who have enabled it). If you have this box ticked and receive an order from a card that is later revealed to be stolen, for example, you will not lose any money paid for that particular transaction.
Allow Non-3d Secure Cards
We recommend that this drop-down menu is set to Disallow. If you allow customers to pay with cards that are not 3D Secure, you risk orders being placed by cards that may not have passed security verification.
[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. If you have a non-account specific question to ask the EKM Team, join us in EKM Community. [/contact]