How to Integrate PayPal Business with Jotform

PayPal Business is a service tailored for small to large-sized businesses, offering tools for managing payments, invoicing, and online transactions. It allows businesses to accept payments through various methods, including credit and debit cards, PayPal, PayPal Credit, and international transactions such as Venmo in the United States and iDEAL and Giropay in some European Union countries. 

Integrating your Jotform form with PayPal Business gives you control over how customers purchase your products or services. Meanwhile, Jotform’s online order forms, payment forms, and credit card forms can help you maintain a professional checkout experience.

Adding & Setting up PayPal Business in Your Form

The process to add a payment integration in the Form Builder is standard for all payment gateways, which means PayPal Business steps are the same. Here’s how:

1. In the Form Builder, click the Add Element button.
2. Search and click PayPal Business from the Payments tab. You can also drag/drop it to add.

3. In the Payment Settings, select Mode first. This is important as it determines the type of PayPal account you’ll use. Live Mode is your registered PayPal Business account, and Test Mode is your Sandbox PayPal account.
4. Next, click the Connect button. You will be required to log in to your PayPal Business account. Make sure to check allow permissions when prompted.

5. Once connected, set up the other options accordingly
   • Currency — PayPal Business supports multiple currencies. You can find the list at PayPal Supported Currencies.
   • Payment Type — With PayPal Business, you can sell products, sell subscriptions, allow user-defined amounts, or collect donations.
   • Payment Method — You can show either a debit/credit card, PayPal, or both. Alternative payment methods are also supported based on your or the buyer’s location. Scroll below for the details.

Optionally, you can also set up the Additional Gateway Settings. In this section, you’ll find a few options, which include the following:

• Charge Customer Later — Toggle this to manually charge customers in 6 days after authorizing the payment. Visit How to Enable Payment Authorization for more details.
• Billing Address — Add and select the Address element on this dropdown if you wish to collect the business addresses of your customers.
• PayPal Smart Payment Buttons Style — Choose your styling option for the PayPal payment method in the form.
• Show Pay Later Messaging — Pay Later is a PayPal loan feature for its customers based in Australia, France, Germany, Italy, Spain, the United Kingdom, and the United States.

6. Once everything is set up from the Payment Settings, click the Continue button at the bottom to add your products or subscriptions. If you have chosen User Defined Amount or Collect Donation options, click the Save button to complete the integration.

See also:

• Setting Up Your First Order Form
• How to Set Up a Recurring Payment Option
• How to Add Options to Payment Forms
• How to Add Coupon Code to Payment Forms
• How to Add Tax to Your Payment Form
• How to Add Shipping Cost to Payment Forms
• How to Generate an Invoice for Your Payment Form
• How to Enable and Manage Product Stocks in Payment Fields

Setting up PayPal Business with Reusable Payment Connection

Reusable Payment Connection is Jotform’s feature that allows you to set up payment integrations like PayPal Business and reuse the same configuration on your other forms or apps created with Jotform Apps without setting it up again.

Here’s how you can set up PayPal Business with Reusable Payment Connection:

1. In the Form Builder, click the Add Element button.
2. Search for PayPal Business from the Payments tab, click or drag/drop it to add.

3. In the Payment Properties, click the Plug icon next to the PayPal Business label as pointed out in the below image:

4. In the Payment Connection settings, configure the following:
   • Mode — Select to connect a Sandbox account (Test Mode) or an approved PayPal Business account (Live Mode).
   • Connection Name — Provide a name for your connection. You can label it with the gateway’s name or personalize it with your form’s name to easily manage it later.
   • Connect with PayPal Business — Click this button to connect your PayPal account.

5. Click the Save button to complete the Reusable Payment Connection for PayPal Business.

6. Now, set up the other options, particularly the following:
   • Payment Type — PayPal Business supports selling products and subscriptions, custom amounts, or donations.
   • Currency — Select from the supported currencies.
   • Charge Customer Later — Toggle this to manually charge customers later after authorizing the payment. Visit How to Enable Payment Authorization for more details.
   • Billing Address — Select an address element to collect the Business Addresses of your customers.
   • Enable Payments with Debit & Credit Card — Accept on-form payments with PayPal Commerce Platform.
   • Enable Payments with PayPal — Accept off-form payments with PayPal Checkout.
   • PayPal Smart Buttons Style — Choose your styling option when enabling PayPal payment method in the form.
   • Show Pay Later Messaging — Pay Later is a PayPal loan feature for its customers based in Australia, France, Germany, Italy, Spain, the United Kingdom, and the United States.

Alternative Payment Methods

PayPal Business supports Alternative Payment Methods. You can see the full list on PayPal’s developer page. For example, if you or your customers visit your form from the Netherlands, PayPal buttons are displayed below:

PayPal Business supports Venmo. Users in the United States can pay via Venmo.

Buyer experiences for mobile and desktop web browsers are listed below:

Mobile experience:

• Buyer taps the Venmo button and their mobile device switches to the Venmo app.
• Buyer completes the payment review on the Venmo app.
• Buyer is routed back to your form to complete the payment.

This is what the buyer needs to do to pay via Venmo on mobile devices: 

• Buyer should use their mobile phone for checkout. 
• Venmo app should be installed on the buyer’s mobile phone. 
• The above is enough for Android users. For iPhone users, Safari should be checked from “Connected Browsers” from Venmo’s settings.

Desktop web browsers experience: Your buyers scan a QR code using their Venmo app to authorize and complete the payment.

• Buyer clicks the Venmo button on the desktop to generate the QR code.
• Buyer scans the QR code from the Venmo app on a mobile device.
• Buyer completes the payment review on the Venmo app.
• Buyer is routed back to your form to complete the payment.