PayPal Payments Module Documentation

Introduction

Group Package 1 websites contain a mix of default verbiage and imagery, with your group's details. This is managed for you by Scouts Online. There is no ability change the settings.

If you'd like to upgrade to a higher package level, please contact us.

The PayPal Payments module is a flexible tool to collect donations, subscription fees and merchandise payments.

You may setup up to twenty product/payment types for the website visitor to select from. Funds are received via a PayPal account and notification emails sent to a specific website user.

Donations

Sell Merchandise

Camp Fees

Use Cases

The following panels show specific tasks. Click on a panel to see the procedures.

Register a PayPal Merchant Account

Before you can collect money through PayPal, you need to register a merchant account with PayPal.

Before you can collect money through PayPal, you need to register a merchant account with PayPal.

You will get a Merchant ID and a Sandbox Merchant ID, to test your payments before going live.

PayPal's sign up procedures may change, but here are the basic steps to create a merchant account.

  • Open PayPal.com and Sign Up for a new account. Don't use your personal account.
  • Select 'Business' and click [Get Started]
  • Fill in the form with your personal name and contact details and click [Agree and Create Account]
  • Enter your 'Not-for-profit organisation' 'Business' details
  • Fill in your Group'sDistrict's County's bank details
  • Continue through the process
  • Once completed, logged in
  • Open Account Settings from your profile menu at the top-right of the screen
  • You can find your PayPal Merchant ID in the Business Information section
  • To find your Sandbox (testing) Merchant ID:
    • Open the 'Developer' link at the top of the screen
    • Create a Sandbox test account
    • View/Edit the account
    • Note down the Account ID
  • Copy the Merchant Account ID and paste into the PayPal Payment module's PayPal Merchant ID
  • Copy the Sandbox Account ID and paste into the PayPal Payment module's PayPal Sandbox ID

Fig. 1: Sign up details

Testing Your PayPal Module

Try out your PayPal Payments module to see how it works.

You can check that your PayPal payments module is operating how you'd like, without making live payments, and see how the notification email works.

To do this, follow these steps:

  • Add a PayPal Payments module to your own pages, using the Page Designer
  • Click the settings below the module and override the default settings (see here)
  • Enter your PayPal Merchant ID. See Fig. 3
  • Enter your PayPal Sandbox ID
  • While testing, leave the Use Live Account field unticked. This will not take payments from your bank account, but will show the test payment in your sandbox account within PayPal.com.
  • Set your name in the Email Notification To field
  • Fill in Payment Types, as follows:
    • The Payment Type Description describes the payment. When multiple payment types are added, the website visitor will be prompted to select a payment type, with this description.
    • Ticking the Prompt For Description will show a Description field for the website visitor to fill in
    • Set the Specific Amount or leave it blank for the website visitor to decide how much to donate
    • The Quantity Prompt should be left blank for donations. It is the field name shown to the visitor when selling merchandise, etc. and will multiply the Specific Amount to calculate the full payment total.
    • The Additional Prompt is the field name displayed to ask for the visitor's name, address or similar
    • Tick the Prompt For Email Addr field if you want the visitor to state their email address
  • Click Save to keep your changes or Cancel to abandon your changes
  • Fill in the PayPal form, click PayPal Pay Now and follow the payment procedure
  • Check your PayPal.com sandbox account for activity

Fig. 1: Use Live Account field unticked


Fig. 2: Collecting Donations


Fig. 3: Check the Sandbox account

Fig. 3: Donations Field Settings

Collect Donations

Add a PayPal Payments module to receive donations from your community.

You can collect donations via PayPal on a donations page.

To edit a module, follow these steps:

  • Add a PayPal Payments module to your own pages, using the Page Designer
  • Click the settings below the module and override the default settings (see here)
  • Enter your PayPal Merchant ID
  • Enter your PayPal Sandbox ID
  • Untick the Use Live Account field until you're ready to go-live
  • Select your Treasure's name in the Email Notification To field
  • Fill in Payment Types, as follows:
    • Set the Payment Type Description to 'Donation'
    • Tick the Prompt For Description if you want the website visitor to state the reason for their donation
    • Leave the Specific Amount field blank (0.00) so they can set their own amount
    • Leave the Quantity Prompt field blank
    • Enter 'Your Name' in the Additional Prompt to ask the donator for their name
    • Tick the Prompt For Email Addr field if you want the visitor to state their email address
  • Click Save to keep your changes or Cancel to abandon your changes

NB. If you make a mistake, you may reverse the change in the Admin/Admin Audit Trail

Fig. 1: Collecting Donations

Fig. 2: Donations Field Settings

Sell Branded Clothing

Use the PayPal Payments module to collect orders for merchandise, branded clothing or other items.

You may use the PayPal Payments module to collect orders for merchandise, branded clothing or other items. The order will be emailed to you and payments sent to your PayPal account.

To do this, follow these steps:

  • Add a PayPal Payments module to your own pages, using the Page Designer
  • Click the settings below the module and override the default settings (see here)
  • Enter your PayPal Merchant ID
  • Enter your PayPal Sandbox ID
  • Untick the Use Live Account field until you're ready to go-live
  • Select a name in the Email Notification To field to receive your orders
  • Fill in Payment Types, as follows:
    • Add the product names in the Payment Type Description fields
    • Untick the Prompt For Description field
    • Set the prices in the Specific Amount fields
    • Set the Quantity Prompt field to 'Qty'
    • Add the clothing sizes or colour options in the Additional Prompt fields
    • Tick the Prompt For Email Addr field to get the buyers email address
  • Click Save to keep your changes or Cancel to abandon your changes

NB. If you make a mistake, you may reverse the change in the Admin/Admin Audit Trail

Fig. 1: Sell your merchandise

Fig. 2: Merchandise settings fields

Collect Subs/Camp Fees

Use the PayPal Payments module to collect Subs or Camp fees.

You could use the PayPal Payments module to collect Subs or Camp fees.

To do this, follow these steps:

  • Add a PayPal Payments module to your own pages, using the Page Designer
  • Click the settings below the module and override the default settings (see here)
  • Enter your PayPal Merchant ID
  • Enter your PayPal Sandbox ID
  • Untick the Use Live Account field until you're ready to go-live
  • Select someone to receive payment emails in the Email Notification To field
  • Fill in Payment Types, as follows:
    • Add 'Term Subs' and 'Camp Fees' in the Payment Type Description fields
    • Untick the Prompt For Description field
    • Add the prices in the Specific Amount fields
    • Leave the Quantity Prompt field blank
    • Add 'Child's Name' in the Additional Prompt fields
    • Tick the Prompt For Email Addr field to get the parent's email address
  • Click Save to keep your changes or Cancel to abandon your changes

NB. If you make a mistake, you may reverse the change in the Admin/Admin Audit Trail

Fig. 1: Subs payments


Fig. 2: Camp payments

Fig. 3: Settings fields