PayPal Documentation

Pro Edition: Up to 100 orders/Month

£10+VAT/Month

Enterprise Edition: Up to 500 Orders/Month

£45+VAT/Month

Step 1: Introduction

The PayPal Integration is an application which is embedded into Linnworks, and is developed and supported by Ebusiness Guru Ltd.

It is used to take payments for Direct Unpaid orders in Linnworks. Customer can also check how many orders payment taken via PayPal as well.

Step 2: How to install the App in Linnworks

To use the PayPal integration, you must first install it from within Linnworks.net

a) Login to Linnworks.net
b) Select Apps in the left-hand menu bar
c) Select the Application Store option
d) Click on “PayPalPayment for Linnworks”
e) Click on Install, to add the PayPal integration.

Step 3: How to open PayPal App

First, Login to Linnworks.
In the left menu,select the Apps button to open the submenu.
Select the PayPal option under the My Applications list.
The registration page will now open. You must first read (By clicking on Terms and Conditions), and tick the box to acknowledge reading the Terms and Conditions,before pressing the Register Now button.

Step 4: Home Screen

The Home screen is your default location in the PayPal integration. It has a menu with the following options:

a) PayPal Configuration
b) Linnworks Direct Order
c) Email Setting
d) PayPal Payment History
e) Purchase Credit
f) Invoice
g) Documentation

Step 5: PayPal Configuration

You will be directed to open the website https://developer.paypal.com/ in another tab/window.
Press Log In.

On the next page, enter your PayPal Email & Password, and then press the Log In button.

After successfully logging in, youneed to click on the Dashboard link.

This takes you to your PayPal Dashboard. Click on the entry for Linnworksto add it, if present. Alternatively, you can create a new App entry for it:

Click on theCreate App button in the REST API Apps section to add our App.

After clicking on the App name,you should see the Client ID. Clicking the Show button next to Secret Keywill display this as well.
Copy the values for Client ID and Secret Key, andpaste them into the PayPal Integration Configuration in the original tab/window.

Step 6: Email Setting

In Email Setting you are offered two options

A) Email Account Configuration:

In the Email Account Configuration option, you can Configure the email server configuration.

Enter the SMTP server address, the Port Number, confirm if SSL Security and SMTP Authentication is required.
Enter the User Name, Password for the account and the From Name which will be used when email is sent from the account.
Reply to address specifies the address that will receive customer’s replies, if different to the address used to send.
Test your configuration and Save it.

B) Email Template Configuration:

We can set up different Message Body
Logo: upload Logo which is display in email.
Subject Tag: Specifies an order field that can be used in the email subject. Click Add to insert it into the Email Subject field.

I. Email Subject: Mixes text and information from the order itself using Subject Tag to display a custom subject for each email.
J. Body Tag: Specifies an order field that can be used in the email body. Click Add to insert it into the Email Body.
K. Email Body: Starts with a predefined message. This can be customized with your own text, as well as with information from the order using Body Tags.

Remember to press Save to ensure you don’t lose your work on the email template.

Step 7: Linnworks Direct Orders

After clicking the button labelled PayPal, you are directed to the opening page.
In this screen, you will find a list of Direct Orders with the payment status of Not Paid from Open Orders.

a) View Order :

Pressing this button will display the order information.

b) Pay with customer present:

To take payment for any of the orders shown with the customer present, click on the Pay button next to it.
This takes you to an interim page with the PayPal Check out button.

Pressing this button will ask you to enter your PayPal account details. Alternatively, you can use the option to pay without a PayPal account by clicking the Check Out as a Guest button.

c) Send PayPal Invoice:

from a list of orders, any order payment user wants to request payment via email to Customer, then they have to press Send PayPal Invoice button.

Once you have entered your PayPal account details, and confirmed that the details are correct, it will login in your account for payment. Confirmation is required.

Clicking on continue executes the payment. You are then redirected back to the Direct Orders screen.
Repeat the above process to take payment for additional orders.

c) Send email/invoice: Ask customer to pay from a remote location.

Clicking on the button sends the customer an email with an invoice they can pay for the order in. The template for this email is customizable under Email Settings.

You’ll receive confirmation that the email has been sent. (Screenshot?)

Step 8: PayPal Payment History

This page displays a list of the payments you have taken via this App and PayPal. You can filter the list by Date range by adjusting the 2 values above the list.

Step 9: Purchase Credit

Payment confirmation – Each PayPal transaction you process through the App is paid for using a credit. There are several subscription levels you can choose, each corresponding to a different monthly credit balance.

If you have run out of credits, or are just starting, you can click on the subscription that matches your needs.
If you’re partway through the month and upgrade, your account will be credited with the difference between the credits you have used this month and the new monthly allowance.

Click on the Submit button.

Step 10: Invoice

Step 11: Documentation

This link takes you to this User Manual

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