How Do I Set Up PayPal as a Merchant?

How to Set Up PayPal as a Payment Method in PhotoBiz

PhotoBiz integrates with PayPal so you can accept credit and debit card payments for Client Galleries, Scheduler, Invoicing, Forms, and eCommerce. PayPal allows clients to securely complete payments on PayPal’s website rather than entering payment details directly on your PhotoBiz site. This guide walks you through setting up PayPal as a merchant in your PhotoBiz eCommerce control panel and explains what clients will see during checkout.

STEP ONE

Log into your PhotoBiz account and click ECOMMERCE in the left-side menu. This opens your eCommerce control panel where all payment and product settings are managed.

STEP TWO

Hover over PAYMENT at the top of the eCommerce menu, then click MERCHANTS. This takes you to the Merchants page where all active and inactive payment providers are listed.

STEP THREE

Click the NEW MERCHANT button to add a new payment method.

By default, Stripe is selected. Use the dropdown menu to select PayPal instead.

Complete the PayPal setup fields carefully. For the Payment Name, best practice is to use a clear label such as Pay by PayPal so customers recognize the option during checkout. In the PayPal Email field, enter the email address associated with your PayPal account.

Use the Special Instructions field to explain that customers will be redirected to PayPal to complete their payment. This helps set expectations and reduces confusion by letting clients know they will enter payment details on PayPal’s secure platform, not directly on your website.

In the Thank You Message field, enter a short confirmation message that customers will see after completing payment and returning to your PhotoBiz site. This message also appears on their receipt.

When finished, click Add Merchant to activate PayPal.

FINAL STEP

Confirm that PayPal appears in your Merchants list as an active payment option. Your customers can now select PayPal during checkout wherever payments are accepted on your site.

When a customer submits an order using PayPal, the payment status will initially show Pending. This is normal and simply means the customer has been sent to PayPal to complete the payment. Once the payment is finished on PayPal’s website, the customer is redirected back to your PhotoBiz site and the order status updates to Paid.

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

Understanding PayPal Payments and Payment Status

When a client chooses PayPal, all payment processing happens directly on PayPal’s website. PhotoBiz does not collect or store PayPal payment details.

If there is ever a question about whether a PayPal payment was received, clients can log into their PayPal account and check their transaction history. If the payment appears in their PayPal account, it has been successfully processed. If it does not appear, the payment was not completed and the order will remain Pending in PhotoBiz.

Checking the PayPal account is the fastest and most reliable way for clients to confirm whether a PayPal payment went through.

Additional Notes

Refunds for PayPal payments must be processed directly through your PayPal account. PhotoBiz does not issue refunds for PayPal transactions.

During checkout, customers will see your Pay by PayPal option along with the Special Instructions message explaining that they will be redirected to PayPal to complete payment.

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