3.8.2 Setting up PayPal

This feature allows users to connect their PayPal accounts to receive client payments.

Note that PayPal is not supported for upselling services due to regional restrictions and does not support certain currencies.

Benefits

• Convenience: Easily receive payments from clients directly to your PayPal account.

• Security: Benefit from PayPal's secure payment processing.

• Global Reach: Accept payments in various supported currencies.

Pre-conditions

• PayPal Account: Ensure you have a valid and active PayPal account.

• Supported Currencies: Verify that PayPal supports the currency you intend to use. Supported Currencies

• Australian Dollar (AUD)

• Brazilian Real (BRL)

• Canadian Dollar (CAD)

• Chinese Renminbi (CNY)

• Czech Koruna (CZK)

• Danish Krone (DKK)

• Euro (EUR)

• Hong Kong Dollar (HKD)

• Hungarian Forint (HUF)

• Israeli New Shekel (ILS)

• Japanese Yen (JPY)

• Malaysian Ringgit (MYR)

• Mexican Peso (MXN)

• New Taiwan Dollar (TWD)

• New Zealand Dollar (NZD)

• Norwegian Krone (NOK)

• Philippine Peso (PHP)

• Polish Złoty (PLN)

• Pound Sterling (GBP)

• Singapore Dollar (SGD)

• Swedish Krona (SEK)

• Swiss Franc (CHF)

• Thai Baht (THB)

• United States Dollar (USD)

Steps to Use

To Connect Your PayPal Account

1. Log in to Your Account

   • Access your Agency Handy account using your credentials.

2. Navigate to Payment Settings

   • From the Dashboard, go to the “Integrations” section

3. Select PayPal Integration

   • Click on the “Connect PayPal” button to start the setup process.

   
4. Authorize Agency Handy

   • You will be redirected to PayPal’s website to log in and authorize Agency Handy to access your account.

   • Enter your PayPal credentials and follow the prompts to grant permission.

   
5. Confirm Connection

   • After authorization, you will be redirected back to Agency Handy.

   • A confirmation message will indicate that your PayPal account is successfully connected.

Important Notes

• Supported Currencies: Ensure the currency you intend to use is supported by PayPal (see the list above).

• Decimal Limitation: Some currencies do not support decimals. If you attempt to process a transaction with a decimal amount, it may result in an error.

• Regional Restrictions (Brazilian Real - BRL):

  • BRL is supported as a payment currency and a currency balance for in-country PayPal accounts only.

  • Suppose the recipient of funds is not from Brazil. In that case, PayPal converts funds into the primary holding currency of the account at the applicable currency conversion rate, which includes PayPal's spread or fee.

• Currency Balance Limitation (Certain Currencies):

  • Certain currencies are supported as payment currencies and currency balances only for in-country PayPal accounts.

  • Ensure that your PayPal account's primary holding currency aligns with your transaction requirements to avoid conversion fees.

• Currency Conversion and Fees: Be aware of PayPal’s currency conversion fees and applicable spreads, which may apply if your client pays in a currency different from your PayPal account’s primary currency.

• Testing Transactions: Before using PayPal for live transactions, conduct test transactions to ensure proper functionality and currency compatibility.