How to Add PayPal Billing Agreement as a Payment Method

PayPal is a popular payment method. The most recommended is PayPal Billing Agreements, which will work whether or not you have reference transactions enabled.

In this guide, we set up PayPal Billing Agreement, which is the most use by the users as it's supported recurring billing.

You will require:

1. A PayPal business account
2. An Upmind account

Getting API credentials from PayPal

1. Log in to your PayPal business account and go to Account Settings on the top right.
2. Click API Access > Update.
3. Scroll down to Custom checkout experience> NVP/SOAP API Integration (Classic) and click Manage API credentials.
4. You will see a screen like this. Copy the API Username, API Password, and Signature, then paste them into the Upmind configuration.

Adding a payment provider

In Upmind, navigate to Settings>Payment providers. Then click Add payment provider.

Choose PayPal Billing Agreement.

Adding details

Scroll down the page and add details.

1. Enter a display name. We suggest PayPal.
2. Click the Test Mode field and select No.
3. Enter the account credentials (API Username, API Password, and API Signature).
4. Click the Test Credentials button to verify your account.
5. Add currencies (optional).
6. Enter payment instructions. (optional)
7. Click Create.

Editing the payment method

You can change or update the payment method. Go to the Payment Providers page, click the three dots, and select Edit.