To accept payments online with our PayPal Website Payments Standard integration, you really only need two things: your PayPal email address and a Price field on your form. I try to actively encourage users to stay away from those other options in the PayPal integration setup, as they aren’t necessary and can often actually break your integration. However, for those curious types who really want to know what they do, I’ve decided to write this post.
Here’s every line on our PayPal Website Payments Standard integration and what it means/does:
PayPal Email Address – This is the email address of your PayPal account where you want the money sent to from your order form.
Mode: Production – This is the live PayPal server. You want to use this server for your form to function.
Mode: Test – This is an optional test server. It only works with a special PayPal sandbox account.
Type: Products and Services – This is what most users will use. It’s for one-time payments.
Type: Donations – This is an option for non-profit donations.
Type: Subscriptions – This option is for recurring subscriptions.
Item List: Single Item – If you just have one item on your form or if you’re passing a Total to PayPal, you will use a Single Item integration. This is the best option to use.
Item List: Multiple Items – If you have multiple items and quantity and don’t want to pass on a Total from the form, you can use this option.
Item Name – This is passed on to PayPal as the name of your item/transaction.
Price – This is the field on your form that contains your price or Total.
Quantity – This field is optional. If you don’t have a field on your form for Quantity, leave this blank. A quantity of one will automatically be sent instead.
Shipping Charge – This would be a flat dollar amount you want to charge for shipping. If you want to calculate shipping charges, you would have to do that on the form and pass it along as part of your Total.
Handling Charge – This would be an optional flat dollar amount.
Tax (enter a flat tax amount, not percentage) – This would be a flat dollar amount for tax. Usually, you’d want to calculate tax on your form. Or, you can set tax rates for whatever states you charge tax for inside of your PayPal account.
Currency – The currency type, such as dollar, pound, euro, etc.
Invoice # Start (increments after each submission) – This is the number that you want to start your invoices at for this form. I would advise against using this feature, as the same invoice number can never be used twice inside your PayPal account or your form will error out. This means if you do use this feature, you want to start one form at say 10,000 and the next form at 20,000, so they never use the same invoice number (unless you think you’ll get more than 10,000 orders). I advise leaving this blank.
Page Style – You can style your PayPal order page inside of PayPal. I don’t have any experience with this, but this is where you would set which style you are using.
Return URL – This is where you want users to go if they click the “return to site” link after they pay with PayPal.
Continue Text – I’m not 100% sure PayPal even uses this. I believe it’s the text used when you click to continue payment after being redirected to PayPal from the form.
Cancel URL – This is where people go when they cancel their PayPal transaction instead of completing it.
No Shipping (Do not prompt buyer to include a shipping address) – The buyer won’t be asked for a shipping address at PayPal if you check this box.
No Note (Do not prompt buyer to include a note with payment) – There won’t be a Note box on the PayPal checkout page if you check this box.
Customer Information (Optional) – This passes on customer info for those who do not have a PayPal account.
Notification Email(s) (Only send notification email when payment is made.) – Payment status is returned to Formstack from PayPal. With this box checked, you will only receive notification emails once payment is completed.
Confirmation Email (Only send confirmation email when payment is made.) – Confirmation emails will only go out once payment is completed.
Integration(s) (Only run 3rd party integrations when payment is made.) – Third party integrations will only be triggered once payment is completed.