PayPal

 

You can receive payments via PayPal for transactions created in a Cash Register. When you select "PayPal" as the payment method, Reckon Cloud POS will send an email to your customer with a link to pay. Your Customer can then login to their PayPal account and pay, or chose to pay with debit or credit card.

 

The transaction will remain in "Pending" mode until the payment is received. You will not be able to complete your End Of Day (Z Report) until the payment is cleared.

 

Setting PayPal details

 

You will need to obtain your account's API username, password and signature information from PayPal. Click here to read the article from PayPal on obtaining this information.

 

Once you've obtained these information, you'll have to perform the below steps:

 

  1. Login to Management System > PREFERENCES > Payment Providers > PayPal
  2. Enter your User name, Password and Signature that you've obtained fro PayPal
  3. Hit Save when you're done

 

Using PayPal in a transaction

 

Once you've setup your PayPal account details, you can now use PayPal as your Payment method. Follow the below steps:

  1. Go to your Cash Register
  2. Select an Item
  3. Click on "Checkout"
  4. Now click on "PayPal"


     
  5. If you haven't assigned a Customer yet, assign it to a customer and ensure you've entered the correct email address.
  6. Click on "Send Email"
  7. The transaction in your Cash Register remains in "Pending" state


     
  8. Your customer will now get an email which will have a link to Pay for this transaction


     
  9. When your customer clicks on the link, they'll be taken to PayPal where they can pay for this transaction either via their PayPal account, or with a debit or credit card.
     

 

 

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