The purpose of this article is to help you understand: 

  • How to connect a providers PayPal account

 

Getting started

First, you as the merchant will have to create a PayPal account.

Make sure you are creating a business account under PayPal.

Once an account is made, you will need to go under: Settings > General > Store Options > Admin:

Here you will need to fill out your IDs, keys and all the necessary information given from your PayPal account.

To find all the information needed, please click here.

Once you've entered the information in each of the above boxes, click the green 'Save' button.

Your PayPal account is now connected.

Whenever sending out payment to your providers you will always need to have funds inside that PayPal account otherwise payment will be failed.

For example if you owe someone $1,000 you will need to have $1,000 inside the connected PayPal account in order for funds to be transferred over to a provider.

How do I connect a Providers PayPal account?

Now that your PayPal account is connected each new provider you add to the system needs to have a PayPal account so funds can be transferred over.

If they don't have an account they will need to create a new PayPal account.

They can make a personal or a business account.

Once the account is made you will need to go under: Providers > Click on the providers name > go to 'Profile' > Payment Processor:

Here you will need to make sure the email that is connected under the provider is in fact the same email address they used to sign up for a PayPal account.

Make sure you hit the green 'Connect' button which then will turn to 'Update' after the accounts are connected.

Once the 'Update' button is present then the accounts are connected and funds will be transferred over to the providers PayPal account when sending payment. 

If the provider ever gets a new PayPal account, you can always update that information from here.