Join Patrick Rauland for an in-depth discussion in this video Set up PayPal payments, part of WordPress Ecommerce: WooCommerce.
- [Instructor] One of the most popular payment solutions out there is PayPal, and there's a couple of reasons for that. The first is that it's very easy to setup, both for the merchant, and for the customers. If you went through the WooCommerce welcome wizard, you set it up with just an e-mail address. That's the easiest setup for any gateway. The other reason is that many people keep their spending money in their PayPal accounts. There's a greater chance for someone to spend that money than the money in their bank accounts. Another reason is that people feel safe using PayPal.
Both because PayPal is very safe, and also because people have a small amount of money in their account to begin with. If there was a security issue, they'd lose a relatively small amount, especially when you compare that to someone getting a hold of someone else's credit card and spending thousands. For all of these reasons, people love using PayPal. Some stores get over 50% of their revenue just from PayPal. At the very least, it's worth setting up PayPal just to see how important it is for your business. If you have a product that doesn't cater to people with PayPal accounts, you can always remove that option down the road.
Let's go ahead and configure PayPal a bit more with WooCommerce. Let's go to WooCommerce, Settings, Checkout, and then PayPal. You're going to want to make sure that the checkbox is on. The next field, the Title and the Description, both describe what the user sees on the front end. They'll see a big title saying PayPal and a small sentence describing it. PayPal Email is the address associated with your account, and if you want to do some testing, you could enable the PayPal Sandbox.
In which case you'll want to change this PayPal Email address up here to use your sandbox e-mail address. While you're testing your store, leaving logging on can be very helpful. If something goes wrong, you can check through the log and find the issue quickly. Once your store is live, it's worth turning this off unless you expect some sort of problem, as the log can fill up and slow things down. If we scroll a bit further down, there's a few more Advanced options. One of the options I recommend filling in is the PayPal Identity Token.
We can go here to learn a bit more about it. Some website hosts have issues with the PayPal IPN, Instant Payment Notification. Without that, your site doesn't know that the order was actually paid for, and it will leave the order marked as unpaid in WooCommerce. To avoid this issue, you can configure payment data transfer, or PDT, in PayPal, and that will circumvent the IPN. So if you have any unpaid orders in WooCommerce, but they're marked as paid in PayPal, definitely look into this.
Later in this course, when we look at managing orders, one of the things you can do is refund directly from WooCommerce. With the API enabled, you can mark an order as refunded in WooCommerce, and the order will automatically be refunded in PayPal. That's a huge time saver, and prevents inconsistent data and confusion. You don't need to do all this to launch your store, so I recommend doing it the first time you get a refund request. Spend a couple extra minutes following the link here and setting up the API, so that all future refund requests will go much faster.
When you're all done with your PayPal settings, just click Save changes and now you can accept PayPal payments the way you want.
- Why WooCommerce?
- Installing WooCommerce
- Setting up your store
- Adding products, including images and data
- Creating a subscription product
- Setting up shipping
- Configuring payment options
- Setting up taxes
- Customizing your theme
- Connecting Google Analytics and MailChimp
- Managing orders and reports