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How Do I Set Up PayPal as a Merchant?

October 11, 2024 | By: PhotoBiz Knowledge Base

PhotoBiz integrates with PayPal, allowing you to accept credit/debit card payments for Client Galleries, Scheduler, Invoicing, Forms, and ECommerce. Follow this guide to set up PayPal as a payment method in your eCommerce control panel.

STEP ONE

Log into your PhotoBiz account and click on ECOMMERCE in the left-side menu. 

STEP TWO

Hover over PAYMENT and click on MERCHANTS.

STEP THREE

Click the NEW MERCHANT button.

By default, Stripe is selected, but you can change it by selecting PayPal from the dropdown menu.

  • Payment Name: Best practice is to name it Pay by PayPal.
  • PayPal Email: Enter your PayPal email address.
  • Special Instructions: Add a note informing customers they will be redirected to a separate PayPal checkout screen to complete their payment. This helps them understand they’ll enter their payment information on PayPal’s platform, not directly on your PhotoBiz site.
  • Thank You Message: Create a thank-you message that will appear once the customer completes their payment and is redirected back to your PhotoBiz site. This will also appear on the receipt.

Finally, click Add Merchant to activate PayPal.

What Happens Next?

Your customers can now check out and pay via PayPal. For refunds, you'll need to process them directly in your PayPal account.

Important Note:

When a customer submits an order, the payment status will show Pending until they complete the payment on the PayPal checkout screen. Once payment is processed, they'll be redirected to your PhotoBiz website, and the payment status will update to Paid.

If a customer submits an order but does not complete payment, you'll still receive an order notification email, but the payment status will remain Pending.

Your clients will see your Pay By PayPal option similar to the screen shot below. The Special Instructions field will indicate that they're going to be redirected to PayPal in order to complete their payment. 
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