PayPal Express Checkout

Log in to your PayPal Advanced account at manager.paypal.com.

Go to Service Settings > Hosted Checkout Pages > Set Up and make the following settings:

• AVS: No
• CSC: No
• Enable Secure Token: Yes

Click Save Changes.

Set up another user (recommended by PayPal):

• Go to manager.paypal.com and log in to your account.

• To set up another user, follow the instructions.

• Click Update.

On the Admin sidebar, go to Stores > Settings > Configuration.

In the left panel, expand Sales and choose Payment Methods.

If your installation has multiple websites, stores, or views, set Store View to the store view where you want to apply this configuration.

In the Merchant Location section, select the Merchant Country where your business is located.

This setting determines the selection of PayPal Solutions that appear in the configuration.

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Under Recommended Solutions, click Configure for PayPal Express Checkout.

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If needed, expand the Required PayPal Settings section.

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Connect your account for test or production:

• For testing (development) mode, click Sandbox Credentials and enter your PayPal sandbox credentials.
• For production mode, click Connect with PayPal and enter you production account credentials.

When your connection is validated, you can proceed.

Set Enable this Solution to Yes.

To enable PayPal In-Context Checkout:

• Set Enable In-Context Checkout Experience to Yes.

• Enter your PayPal Merchant Account ID.

  Your Merchant Account ID is in your PayPal business account profile.

If needed, expand the Express Checkout section.

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(Optional) Enter the Email Associated with PayPal Merchant Account.

If you do not have a PayPal account, click Start accepting payments via PayPal.

Set API Authentication Methods to one of the following:

• API Signature - This PayPal authentication method is the easiest to implement, and is based on your user name, password, and a unique string of characters and numbers that identifies your account. API Signature credentials do not expire.
• API Certificate - This PayPal authentication method is more secure, is based on your user name, password, and a downloadable certificate. API Credentials expire after three years, and must be renewed.

If necessary, complete the following:

• API Username
• API Password
• API Signature

If you are using credentials from your sandbox account, set Sandbox Mode to Yes.

When testing the configuration in a sandbox, use only credit card numbers that are recommended by PayPal. When you are ready to go to production, return to the configuration and set Sandbox Mode to No and connect to your production PayPal account.

If your system uses a proxy server to establish the connection between Commerce and the PayPal payment system, set API Uses Proxy to Yes and complete the following:

• Proxy Host
• Proxy Port

Expand the Advertise PayPal Credit section.

To get your account information, click Get Publisher ID from PayPal and follow the instructions.

Enter your Publisher ID.

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Expand the Home Page section.

To place a banner on the page, set Display to Yes.

Set Position to one of the following:

• Header (center)
• Sidebar (right)

Set Size to one of the following:

• 190 x 100
• 234 x 60
• 300 x 50
• 468 x 60
• 728 x 90
• 800 x 66

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Expand the remaining sections and repeat the previous steps:

• Catalog Category Page
• Catalog Product Page
• Checkout Cart Page

Expand the Advertise PayPal PayLater section.

Set Enable PayPal PayLater to Yes.

Expand the Home Page section.

To place a banner on the page, set Display to Yes.

Set Position to one of the following:

• Header (center)
• Sidebar

Set Style Layout to one of the following:

• Text
• Flex

For Style Layout Text only, set Logo Type to one of the following:

• Primary
• Alternative
• Inline
• None

For Style Layout Text only, set Logo Position to one of the following:

• Left
• Right
• Top

For Style Layout Text only, set Text Color to one of the following:

• Black
• White
• Monochrome
• Grayscale

For Style Layout Text only, set Text Size to one of the following:

• 10px
• 11px
• 12px
• 13px
• 14px
• 15px
• 16px

For Style Layout Flex only, set Ratio to one of the following:

• 1x1
• 1x4
• 8x1
• 20x1

For Style Layout Flex only, set Color to one of the following:

• Blue
• Black
• White
• White No Border
• Gray
• Monochrome
• Grayscale

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Expand the remaining sections and repeat the previous steps:

• Catalog Product Page
• Checkout Cart Page
• Checkout Payment Step
• Catalog Category Page

Expand the Basic Settings - PayPal Express Checkout section.

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For Title, enter a title that identifies this payment method during checkout.

It is recommended that you use the title PayPal for all store views.

If you offer multiple payment methods, enter a number for Sort Order to determine the sequence in which PayPal Express Checkout appears when listed with the other payment methods.

This number is relative to the other payment methods. (0 = first, 1 = second, 2 = third, and so on.)

Set Payment Action to one of the following:

• Authorization - Approves the purchase and puts a hold on the funds. The amount is not withdrawn until it is captured by the merchant.
• Sale - The amount of the purchase is authorized and immediately withdrawn from the customer’s account.
• Order - The amount of the order is not captured or authorized in the customer balance, bank account, or credit card at PayPal. The Order payment action represents an agreement between the PayPal payment system and the merchant. It enables the merchant to capture one or more amounts up to the ordered total from the customer buyer account, over a period of up to 29 days. After the funds are ordered, the merchant can capture them at any time during the following 29-day period. Capturing of the order amount can be done only from the Commerce Admin by creating one or more invoices.

To display the Check out with PayPal button on the product page, set Display on Product Details Page to Yes.

If the payment action is set to Order, complete the following

• Authorization Honor Period (days) - Determines how long the primary authorization remains valid. The value should be equal to the corresponding value in your PayPal merchant account. The default value in your PayPal merchant account is 3. To increase this number, you must contact PayPal. The authorization becomes invalid at 11:49 p.m., U.S. Pacific Time, of the last day.

• Order Valid Period (days) - Determines how long the order remains valid. When the order becomes invalid, you can no longer create invoices for it. Specify the value equal to the Order Valid Period value in your PayPal merchant account. The default value in your PayPal merchant account is 29. To change this number, you must contact PayPal.

• Number of Child Authorizations - Specifies the maximum number of authorizations for a single order, which determines the maximum number of online partial invoices that you can create for an order. This value should be equal to the corresponding setting in your PayPal merchant account. The default number of child authorizations in your PayPal account is 1. To increase this number, you must contact PayPal.

Expand the Advanced Settings section.

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Set Display on Shopping Cart to Yes.

Set Payment Applicable From to one of the following:

• All Allowed Countries - Customers from all countries specified in your store configuration can use this payment method.
• Specific Countries - After choosing this option, the Payment from Specific Countries list appears. To select multiple countries, hold down the Ctrl key (PC) or the Command key (Mac) and click each item.

To write communications with the payment system into the log file, set Debug Mode to Yes.

The log file for PayPal Payments Advanced is _payflow_advanced.log.

To enable host authenticity verification, set Enable SSL Verification to Yes.

To display a full summary of the customer order by line item from the PayPal site, set Transfer Cart Line Items to Yes.

To include up to ten shipping options in the summary, set Transfer Shipping Options to Yes. (This option appears only if line items are set to transfer.)

To determine the type of image used for the PayPal acceptance button, set Shortcut Buttons Flavor to one of the following:

• Dynamic - (Recommended) Displays an image that can be dynamically changed from the PayPal server.
• Static - Displays a specific image that cannot be dynamically changed.

To allow customers without PayPal accounts to make a purchase with this method, set Enable PayPal Guest Checkout to Yes.

Set Require Customer’s Billing Address to one of the following:

• Yes - Requires the customer’s billing address for all purchases.
• No - Does not require the customer’s billing address for any purchases.
• For Virtual Quotes Only - Requires the customer’s billing address for virtual quotes only.

(Optional) Set the Billing Agreement Signup to allow customers to sign a billing agreement with your store in the PayPal payment system when there are no active billing agreements available in the customer account:

• Auto - The customer can either sign a billing agreement during the Express Checkout flow or use another method of payment.
• Ask Customer - The customer can decide whether to sign a billing agreement during the Express Checkout flow.
• Never - The customer cannot sign a billing agreement during the Express Checkout flow.

To allow the customer to complete the transaction from the PayPal site without returning to your store for Order Review, set Skip Order Review Step to Yes.

Complete the additional sections, as needed for your store:

• PayPall Billing Agreement Settings
• Settlement Report Settings
• Frontend Experience Settings
• Customize Smart Buttons
• Features

When complete, click Save Config.

Expand the PayPal Billing Agreement Settings section.

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Set Enabled to Yes.

For Title, enter a title that identifies the PayPal Billing Agreement method during checkout.

If you offer multiple payment methods, enter a number in the Sort Order field to determine the sequence in which Billing Agreement appears when listed with other payment methods during checkout.

Set Payment Action to one of the following:

• Authorization - Approves the purchase and puts a hold on the funds. The amount is not withdrawn until it is “captured” by the merchant.
• Sale - The amount of the purchase is authorized and immediately withdrawn from the customer’s account.

Set Payment Applicable From to one of the following:

• All Allowed Countries - Customers from all countries specified in your store configuration can use this payment method.
• Specific Countries - After choosing this option, the Payment from Specific Countries list appears. To select multiple countries, hold down the Ctrl key (PC) or the Command key (Mac) and click each one.

To record communications with the payment system in the log file, set Debug Mode to Yes.

To enable SSL verification, set Enable SSL Verification to Yes.

To display a summary of each line item in the customer’s order on your PayPal payments page, set Transfer Cart Line Items to Yes.

To allow customers to initiate a billing agreement from the dashboard of their customer account, set Allow in Billing Agreement Wizard to Yes.

Expand the Settlement Report Settings section.

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For SFTP Credentials, do the following:

• If you have signed up for the PayPal Secure FTP Server, enter the following SFTP login credentials:

  • Login
  • Password

• To run test reports before going live with Express Checkout on your site, set Sandbox Mode to Yes.

• Enter the Custom Endpoint Hostname or IP Address.

  By default, the value is: reports.paypal.com

• Enter the Custom Path where reports are saved.

  By default, the value is: /ppreports/outgoing

To generate reports according to a schedule, complete the Scheduled Fetching settings:

• Set Enable Automatic Fetching to Yes.

• Set Schedule to one of the following:

  • Daily
  • Every 3 Days
  • Every 7 Days
  • Every 10 Days
  • Every 14 Days
  • Every 30 Days
  • Every 40 Days

  PayPal retains each report for 45 days.

• Set Time of Day to the hour, minute, and second when you want the reports to be generated.

Expand the Frontend Experience Settings section.

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Select the PayPal Product Logo that you want to appear in the PayPal block in your store.

The PayPal logos are available in four styles and two sizes:

• No Logo
• We Prefer PayPal (150 x 60 or 150 x 40)
• Now Accepting PayPal (150 x 60 or 150 x 40)
• Payments by PayPal (150 x 60 or 150 x 40)
• Shop Now Using PayPal (150 x 60 or 150 x 40)

To customize the appearance of your PayPal merchant pages, do the following:

• Enter the name of the Page Style that you want to apply to your PayPal merchant pages:

  • paypal - Uses the PayPal page style.
  • primary - Uses the page style that you identified as the primary style in your account profile.
  • your_custom_value - Uses a custom payment page style, which is specified in your account profile.

• For Header Image URL, enter the URL of the image that you want to appear in the upper-left corner of the payment page. The maximum file size is 750 pixels wide by 90 pixels high.

  note note
  NOTE
  PayPal recommends that the image resides on a secure (https) server. Otherwise, a browser may warn that the page contains both secure and nonsecure items.

• To set the color for your pages, enter the six-character hexadecimal code, without the # symbol, for each of the following:

  • Header Background Color - Background color for the checkout page header.
  • Header Border Color - Color for two-pixel border around the header.
  • Page Background Color - Background color for the checkout page and around the header and payment form.

Expand the section.

Set Customize Button to Yes.

To set the text that PayPal displays on the Smart Payment Button, set Label to one of the following:

• Checkout - PayPal Checkout
• Pay - PayPal Checkout
• Buy Now - Buy Now with PayPal
• PayPal - PayPal
• Installment - PayPal
• Credit - PayPal Credit

Set Layout to one of the following:

• Vertical - (Default) Displays PayPal Smart Buttons vertically. The buyer must either log in to PayPal or create a PayPal account regardless of whether Enable Guest Checkout is selected.
• Horizontal - Displays PayPal Smart Buttons horizontally. When Enable Guest Checkout is selected, the Pay with Debit Card or Credit Card button displays on the PayPal pop-up window. Otherwise, the buyer must either log in to PayPal or create a PayPal account.

Set Size to one of the following:

• Medium - 250 pixels by 35 pixels.
• Large - 350 pixels by 40 pixels.
• Responsive - (Default) Adjusts to the width of the container. The minimum width is 100 pixels, and the maximum width is 500 pixels. The height dynamically adjusts based on the width.

Set Shape to one of the following:

• Pill - (Default) The button is shaped like a pill (long in the center and curved on the ends).
• Rectangle - Squared shape, without curves, in a rectangle.

Set Color to one of the following:

• Gold (Default)
• Blue
• Silver
• Black

Expand the Features section.

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Set the Disable Funding Options to determine which other PayPal funding options are displayed on the Checkout page.

Selected options are not displayed on the Checkout page. Unselected options are displayed only if PayPal supports the store currency and the buyer location. Options include:

• PayPal Credit
• Venmo
• PayPal Guest Checkout Credit Card Icons
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