With the help of the PayPal Widget in OnePageCRM, users can quickly integrate their CRM account with PayPal 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 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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