PayPal

PayPal is an online payment service.


The PayPal Widget lets you connect PayPal to OnePageCRM and view payments linked to your CRM contacts.


  • You need a PayPal account to connect it to OnePageCRM.
  • Only the Account Owner or Administrators can configure and manage the integration.

In this article:

Enable/Disable the PayPal Widget
Find/Use the PayPal Widget


Enable/Disable the PayPal Widget


1
Go to PayPal under Apps and Integrations → click Install.

Apps and Integrations | PayPal


2
On the Configuration tab click on Connect to PayPal.

Apps and Integrations | PayPal | Connect to PayPal


3
Log in to PayPal → allow OnePageCRM to display previous payments on the contact page.

Find/Use the PayPal Widget



1
Open a contact → find the Widget above the Contact Timeline → click to expand.

Click on the PayPal widget to expand it.


2
Once expanded, it will display:

  • Date - The date the Invoice was recorded.
  • Invoice - PayPal invoice number, and a link to PayPal.
  • Status - The status of the Invoice in PayPal.
  • Amount - The total invoice amount, including currency.

    • Expanded PayPal widget with the data


    Types of Status values displayed in the PayPal widget:

    Drafts Marked as paid Partially Refunded
    Sent Canceled Marked as Refunded
    Scheduled Refunded Unpaid
    Paid Partially Paid Payment Pending
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