PayPal Checkout (formerly PayPal Express Checkout)
Required for this integration:
- A PayPal Business account.
- WooCommerce PayPal Checkout plugin download here.
- Reference Transactions must be enabled for both Production and Sandbox (testing) accounts.
- Paypal Mark (Checkout from the checkout page) - This feature tokenizes payments in a way that allows Autoship Cloud to create future orders and must be enabled!
Important: Make sure that PayPal Standard is disabled in WooCommerce > Settings > Payments. Only the PayPal Checkout plugin works with the Reference Transactions.
Unsupported Settings & Features:
- Checkout from Cart Page: This setting will bypass completing an Autoship Checkout.
- Checkout from Product Page: This setting will also bypass completing an Autoship Checkout.
- PayPal Credit: PayPal Credit does not support recurring billing.
- Adding payment methods via My Account > Payment Methods: The PayPal Checkout plugin does not provide a way for customers to add a PayPal payment in My Account. Customers must complete a Billing Agreement after selecting PayPal as their payment method at Checkout.
Setting up PayPal Checkout in "Sandbox" (Test) Mode
To do this, navigate (in your WordPress Admin) to WooCommerce > Settings > Payments > PayPal Checkout.
For testing PayPal Checkout, make sure that "Sandbox" is selected for the Environment setting.
Select "Click here to toggle manual API credential input", then enter your Sandbox API Username, Password, and Signature from your PayPal Business Account in the provided fields (you may alternatively upload an API certificate downloaded from your account if you wish to do so, but you will still need to have the individual values ready for the next section).
You will also need to enable "PayPal Mark" to allow PayPal to be used from the checkout page.
Once these settings have been updated, select "Save changes".
Adding PayPal Checkout to Autoship Cloud
Once you have ensured that you can successfully place a test order via checkout and save a PayPal payment method as a customer, you will need to add PayPal as a payment integration in Autoship Cloud.
To do this, navigate in your WordPress Admin to Autoship Cloud > Payment Integrations. Once there, select the "add" button (blue circle with a "+" sign) to create a new payment integration.
Make sure that "Test Mode" is enabled (unless you are ready to begin using the gateway in Live mode), select the "Payment Method Type" dropdown and select "PayPal".
Enter the API credentials (the same settings used to configure the PayPal Checkout plugin from the previous section) in the matching fields. To confirm your changes, select "CREATE".
You should now see a new payment integration for PayPal in your Payment Integrations list.
Placing a Test Order as a Test PayPal Customer
PayPal test accounts can only be created in a PayPal Developer Account.
PayPal Developer accounts are free to register, and PayPal provides detailed steps to guide you through the creation of Test PayPal Customer account here.
Once you have created a Test PayPal Customer, you will be able to place a test order on your site by adding at least 1 product scheduled for Autoship to your cart and selecting PayPal as your payment method at checkout.
Use the Test PayPal Customer account that you created in your PayPal Developer account to test placing an order as a customer via PayPal Checkout and save PayPal as your payment method for Scheduled Orders.
Placing your test order via PayPal Checkout:
1. Visit your store as a customer (make sure you are not logged in as the WordPress Admin).
2. Add at least 1 item scheduled for Autoship to your Cart.
3. Complete a checkout using PayPal Checkout as your payment method.
4. Verify that the order has successfully processed.
5. As the same customer, visit My Account > Scheduled Orders, and verify that you have an upcoming Scheduled Order that includes your scheduled item(s) and PayPal as your payment method.
6. Log back into your site's WordPress Admin and navigate to Autoship Cloud > Scheduled Orders to review your new Scheduled Order.
Once you have successfully completed a test checkout and verified that a Scheduled Order was created with your Test PayPal Customer account, you are ready to enter Live Mode (in which actual payments and Billing Agreements will be created with your PayPal Business Account).
Switching PayPal from Sandbox (Test) to Live:
1. Login to your PayPal Business account (https://www.paypal.com/us/home)
2. Navigate to WP-Admin > WooCommerce > Settings > Payments > PayPal Checkout, and change the setting for Environment from "Sandbox" to "Live".
3. Enter the API credentials from your PayPal Business account and select "Save changes".
4. Navigate to WP-Admin > Autoship Cloud > Payment Integrations and select the "edit" button (blue circle with a "pencil" icon) next to the PayPal integration.
5. Replace the Sandbox (Test) API credentials with the API credentials from your PayPal Business account (the same settings used to configure the PayPal Checkout plugin), and disable the "Test Mode" checkbox.
6. Select "Save" to confirm your changes.
Pro-Tip! Use your own PayPal Customer account (or create a new one at PayPal.com) to place a real order as a customer on your own store. You can set up a coupon for yourself so that you only pay a small amount or simply refund the order after you are sure that everything is working as expected!