PayPal is an online payment method and with the help of the PayPal Widget in OnePageCRM, users can quickly and easily review previous payments made or received via PayPal that are connected to contacts saved in the CRM.
Click on your
User/Profile icon (top right-hand corner) → select
Apps and Integrations under
Financial Apps click on
PayPal → click on
Install.
2
On the
Configuration tab click on
Connect to PayPal.
3
You will be asked to log into your
PayPal account to grant OnePageCRM permissions to display previous payments in the
PayPal Widget on the relevant contact page.
Once connected, you will get redirected to
PayPal integration page in the CRM.
Find/Use the PayPal Widget
1
Open a contact →
scroll down to the
PayPal widget above the
Contact Timeline → click on it to
expand.
2
Once expanded it will display:
Date - Date when the Invoice was recorded.
Invoice - PayPal invoice number, with a URL to the transaction in your PayPal account.
Status - Status of the Invoice in your PayPal account.
Amount - The currency and the total amount of the Invoice.
Types of Status values displayed:
Drafts
Marked as paid
Partially Refunded
Sent
Canceled
Marked as Refunded
Scheduled
Refunded
Unpaid
Paid
Partially Paid
Payment Pending
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