1CRM now integrates with PayPal to enable your clients to easily and securely pay their invoices.
1CRM now integrates with PayPal to enable your clients to easily and securely pay their invoices. The 1CRM system administrator can add a button to your Invoice PDFs (requires the PDF Form Designer – Enterprise Edition only) which your clients can click on to pay the invoice. Clients can use a credit card, and do not need a PayPal account.
Similarly, clients using the Customer Connection portal can see which of their invoices are outstanding, and have a button for each one to enable them to pay it using the PayPal system.
More information on these two features is available in the Implementation Guide (Company Information screen), and the Customer Connection Guide.
PayPal Setup in 1CRM
- On the Company Information screen within 1CRM Administration, there is a PayPal link field near the bottom of the screen. You use this field to add a PayPal payment button to your Invoice PDFs (Enterprise Edition only).
- Login to your PayPal account, and create a simple website Buy Now Saved Button with no item or pricing information.
- Next, click the Email tab and copy the link. Then paste it into the PayPal link field in 1CRM – on the Company Information screen within the Administration area – then Save.
- On the next screen, enter your Basic Information (use your own company name), and click on Continue. Note: This link should be of the format: https://www.paypal.com/cgi-bin/webscr? cmd=_s-xclick&hosted_button_id=BUTTON_ID_HERE
- In the PDF Form Designer for Invoice PDF templates there is a predefined field – PayPal Button – which uses this link. You may add that button to your custom Invoice template if desired.
- Return to the Zoom Marketplace App creation screen, and click on Continue.
PayPal Setup in the Customer Connection Portal
- The 1CRM Customer Connection portal offers the ability to include PayPal payment buttons for open invoices. It is configured using these controls:
- The PayPal link is the same link you can add inside 1CRM, to add PayPal buttons to an Invoice PDF to be sent to clients. To generate this link, in your PayPal account, create a simple website Buy Now Saved Button with no item or pricing information. Then click the Email tab and copy the link and paste it here in the PayPal link field, then Save. This link should be of the format: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=BUTTON_ID_HERE .
- Once you have added the PayPal Link, then check the PayPal button field – you can check it for List Fields, Detail Fields or both. Here are examples of Invoices list view and detail view to show what the button looks like:
- When your client clicks on the PayPal button, they will see a PayPal payment window like this:
- The description of the item in this popup is set to include your invoice number and subject, as well as the amount due (and its currency). Your client simply enters the amount they wish to pay, and clicks on Continue. They will then continue to a screen such as the one below, and complete the payment. (Note the option to pay by Credit Card – no PayPal account required.)