How To Use PayPal Checkout in WooCommerce [Step by Step]

How To Use PayPal Checkout in WooCommerce

Editorial Team January 02, 2019 4 min read

PayPal Checkout payment gateway in WooCommerce allows you to securely sell your products and subscriptions online using In-Context Checkout. It help you meet security requirements without causing your theme to suffer.

Requirements

Before installation you must check the following requirements:

You must have a PayPal business account. To create an account go to PayPal.com for Sign up. If you already have an account then just log in with your credentials.
If you want to use and sell WooCommerce Subscriptions enable PayPal Reference Transactions via Express Checkout for Subscriptions.

Installation Procedure

To install PayPal Checkout to your WooCommerce site:

First login to your WordPress WooCommerce site.
Go to Plugins > Add New.
Type WooCommerce PayPal Checkout in the search bar.
Once you will find WooCommerce PayPal Checkout Author Automatic/WooCommerce then click on the Install tab.
When installation will complete then click on Activate button.

Setup and Configuration

Now it’s time to setup and configure your PayPal checkout. To setup:

Go to WooCommerce > Settings > Payments.(Assumed that you are already logged in to your site)
You will see the window like the following screenshot. Under Enabled option toggle to select PayPal Checkout.

For PayPal Checkout settings click on either Set up or PayPal Checkout button.

Now configure your settings as per your requirement:

ο Enable/Disable: Put a tick on the checkbox will Enable it or keep it blank will disable it.

ο Title: Type a title here to show your customer during checkout.

ο Description: Add some information based on your Title to show customer during checkout if they use PayPal Checkout.

ο Account Settings – Environment: Select Live from the drop down menu to accept payments or Sandbox to test payments.

API Settings

Click on Setup or link an existing PayPal Account tab to add your API Credentials by logging into your PayPal account.

When you will be asked to enter your PayPal account then login to your account.
On the left side of the page there is an option named as My Selling Tools. To display all tools select that option.
Then scroll down to API Access and click on Update to view credentials.
Now go back to your WooCommerce site where you left the page. Copy and paste the relevant credentials into the fields – Live API Username and Live API Password.
Now upload the Live API Certificate.
Finally you can fill the optional field – Live API Signature and Live API Subject to complete the API Settings.

PayPal-hosted Checkout Settings

Also known as Display Settings in PayPal Express Checkout, prior to version 1.6.

Brand Name: Enter your business/store/site to display during checkout on the PayPal site.
Logo Image: To add a logo/icon or photo click on Add Image > Upload Files Or to use an existing image click on Add Image > Media Library to display as the Logo Image and Header Image during checkout (optional).
Page Style: Select a Page Style to shown on your PayPal account.
Landing Page: Select a Landing Page that will see the customers initially on checkout.

Advanced Settings

Debug Log: Put a tick on the check box to Enable Logging when troubleshooting issues with your site. Keeping it blank will disable the option.
Invoice Prefix: To identify which are online orders enter an Invoice Prefix. By default you will see the WC- (WooCommerce) word.
Billing Address: Put a tick mark on the check box Require Billing Address during checkout.Please note that if do not enable this feature to your Merchant/Business account, then you will get a notice like “Require Billing Address has not been enabled by your account and has been disabled.”
Require Phone Number: Put a tick on Require Phone Number check box.
Payment Action: Select a payment action from the drop down menu. There are two options: Sale option captures funds immediately. And Authorize option verifies availability of fund and later you have to capture funds.
Instant Payments: Pu a tick on the box if you Require Instant Payment. Customer must use a payment method which will allow immediate capture.
Subtotal Mismatch Behavior: From the drop down menu select preference for Subtotal Mismatch Behavior if totals for PayPal and WooCommerce are different, so transaction can complete.

Button Settings

Smart Payment Buttons: Click on the check box to Use Smart Payment Buttons if you want to customize and display them during checkout and mobile (recommended).

Button Size: From the drop down menu, select a button size.
Enable PayPal Credit: Put a tick on the box to enable PayPal Credit (U. S only) if you want to to offer financing to customers..
Checkout on Cart Page: If you want to display tick the box for Enable PayPal Checkout on cart page.
PayPal Mark: If you want to display the PayPal name during checkout on your site put tick on the box to Enable PayPal Mark.
Now Save the changes.

Processing Orders

Usage with PayPal accounts and credit/debit cards

There are many Checkout process in WooCommerce. This extension skip all the checkout process and customers leave your site from the Cart page to complete checkout through PayPal.

Customers require lot of time to entry data during Checkout process. PayPal checkout reduce the time and sends the customer’s billing information after they log into PayPal and authorize the transaction.

Usage with PayPal Credit

If you enable PayPal Credit option in Display Settings from Setup and Configuration, customers see the option to use PayPal Credit in checkout.

Admin Usage

Capture Charges from WooCommerce Order Admin

The PayPal Checkout extension allows you to authorize charges during checkout, then later you can capture funds manually. You can do this directly via your PayPal business account, or from the WooCommerce Edit Order page.

When payment is authorized for an order and the order status is set to “on hold.” You can edit the order by navigating to WooCommerce > Orders, then clicking the order number to edit the order that needs to have the charge captured. PayPal adds the new “Capture Charge” option to the Order Actions menu:

When you selectthe Capture Charge and save the order, payments are captured via PayPal, the order status updates to Processing and the Order notes update accordingly to reflect these changes.