Set Up Paypal Payments

In this article we will take you though all the steps to set up your Paypal payment gateway, as well as how to configure your payment defaults.

The first step to set up your Paypal gateway is to connect it:

On the “Company Setup” screen:

Under “Payment Gateway Setup”:

The “Capabilities” list at the bottom shows you everything you are capable of doing with Paypal.

After clicking on “Connect” a new tab will open in your browser taking you to the Paypal login page.

Enter your Paypal Account information and Sign in:

After you have signed into your paypal account, go back to Teesom your yellow “Connect” button will now be a green “Disconnect” button.

Now that you have connected your payment gateway, you can now set it as the default gateway Teesom will use:

Teesom will automatically create a payment method and link the gateway to it.

If you chose to edit the payment method, that will open the “Edit Payment Method” screen:

Check the box “Bank Card” to allow bank cards.
Select the payment gateway to link the method to.
Check the box “Available to Customer” to allow your customers to use this method.
Click “Save“.

There are three options for enabling or disabling online payments in Teesom:

Enable/disable online payments company wide from the company setup screen.
Enable/disable online payments for a specific customer from the customer account screen.
Enable/disable online payments on a specific order.

We will show you these three options below.

To enable or disable online payments company wide:

Note Turning this option ON or OFF will not change existing orders, you will have to manually change them on the order.

To enable or disable online payments for a specific customer:

Then on the “Customer Edit” screen:

Click on “Allow Customer To Make Online Payments” and toggle online payments on or off.
Click “Save” to apply the change.

If "Use Default" is selected then the customer will use the company wide default

To enable or disable online payments for a specific order first open the quote or invoice, then:

Click on the ( i ) icon.
Select Preferences.
Check or uncheck the box “Allow Customer To Make Online Payments” to enable or disable online payments on the order.

This will override both the company wide default and the customer set option.