PayPal Pro and Express Checkout

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Thumbnail

 
PayPal Pro and Express Checkout Add-on allows you to add both PayPal Payments Pro and PayPal Express Checkout payment gateways to your membership site. Users will be able to pay without leaving your site.

 

PayPal Product* Countries where product is available
PayPal Payments Standard All countries. Paid Member Subscriptions Free version comes with PayPal Standard built
PayPal Pro (Website Payments Pro) US, UK, Canada
PayPal Express Checkout All countries

* PayPal Product Availability – Check other PayPal products availability or refer to PayPal offerings worldwide and visit your country-specific site to learn which products are available in your country

* PayPal Merchant Status – Check PayPal Planned Downtime

PayPal Pro and PayPal Express Checkout Features

Install the PayPal Pro and Express Checkout Add-on

PayPal Pro and Express Checkout is a Pro add-on, available with a Paid Member Subscriptions Pro license only.

After purchasing the add-on, the .zip file will be available for download under your account page by clicking the “Add-ons Download” button.

Paid Member Subscriptions Pro - Account Page - Download Add-ons

Once downloaded, you can install the add-on as a normal WordPress plugin, by uploading the .zip file in your WordPress Admin -> Plugins -> Add New -> Upload Plugin.

Alternatively, you can install the PayPal Pro and Express Checkout add-on by extracting the folder found inside the archive and uploading the entire folder via FTP to your /wp-content/plugins folder found inside your WordPress install.

Notes – For PayPal Pro and Express Checkout add-on to work as expected, you’ll also need to have the following plugins and features to be installed and activated on your site:

  • Paid Member Subscriptions – version 1.5.0 or higher
  • PayPal Business Account – Business accounts allow you to accept all payment types for low fees and to accept payment from customers without PayPal accounts. Business Accounts include all of the benefits of Standard or Premier accounts as well as other special features
  • PayPal SSL Certificate Requirements – If you’re using PayPal Pro to process Credit Cards Payments or PayPal Express, you must have an SSL certificate installed on your site. To avoid any disruption of service, you must verify that your systems are ready for this change by June 30th, 2017read more

PayPal Pro and Express Checkout Settings

Once the add-on is activated, navigate to Paid Member Subscriptions -> Settings -> Payments where you’ll find both PayPal Pro and PayPal Express Checkout listed among the Active Payment Gateways.

Make sure to check the payment gateways you want to use on your site. You can also setup a default payment gateway for accepting member payments.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Active Payment Gateways

Paid Member Subscriptions Payments Settings that we can setup:

  • Currency – Select your currency. Please note that some payment gateways can have currency restrictions
  • Currency Position – Select whether the currency symbol should appear before the price or after the price
  • Test Mode – By checking this option you will be able to use Paid Member Subscriptions with Test Accounts from your payment processors
  • Active Payment Gateways – Select which Payment Gateways are active on your domain
  • Default Payment Gateway – Select which Payment Gateway is selected by default inside the Registration form
  • Renewal – Select renewal type from “Customer opts in for automatic renewal”, “Always renew automatically” or “Never renew automatically”. The Subscription Renewal feature can override this option

This is how the Paid Member Subscriptions Registration Form looks like after we active the PayPal Payments Pro and PayPal Express Checkout Payment Gateways:

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Registration Form

Renewal (Recurring Payments)

You can setup the PayPal Pro and the PayPal Express Checkout Payment Gateway to process recurring payments on your domain. To use the Renewal feature go to Paid Member Subscriptions -> Settings -> Payments -> Renewal.

The Renewal option settings:

  • Customer opts in for automatic renewal – If this option is selected the user will be able to decide if he wants to make a One Time Payment or a Recurring Payment. To make a recurring payment he will need to check inside the Registration form the “Automatically renew subscription” checkbox
  • Always renew automatically – If this option is selected all payments will be Recurring
  • Never renew automatically – If this option is selected all payments will be One Time Payments

Paid Member Subscriptions Pro - Stripe - Renewal

Starting with Paid Member Subscription v1.5.0 you can setup the Renewal feature based on Subscription Plan. The Renewal option setup inside the Subscription Plan will overwrite the Renewal option setup in the Settings page.

Paid Member Subscriptions - Subscription Plans - Renewal

Sign-up Fee

Starting with Paid Member Subscriptions Pro v1.5.0 you can setup Sign-up Fees for your Subscription Plans. The Sign-up Fee represents the amount that you can charge people upfront when subscribing to a Subscription Plan.

The “Sign-up” Feature works only with PayPal Express Checkout Payment Gateway.

In order to have access to the “Sign-up Fee” feature for your Subscription Plans you need to check the Reference Transactions option inside Paid Member Subscriptions -> Settings -> Payments -> PayPal.

Check the “Reference Transactions” option only if your PayPal Business Account has the “Reference Transactions” feature enabled.

To setup the Sign-up Fee option go to Paid Member Subscriptions -> Subscription Plans -> Edit your Subscription plan -> Setup Sign-up Fee.

Based on the example below users will need to pay $70 for the Gold plan and also the $10 Sign-up Fee. Users will pay the Sign-Up Fee only once and doesn’t take in consideration the Renewal option.

Paid Member Subscriptions - Subscription Plans - Sign-up Fee

Free Trial

Starting with Paid Member Subscriptions Pro v1.5.0 you can setup Free Trials for your Subscription Plans. The Free Trial represents the amount of time before charging the first Recurring Payment. The Sign-up Fee applies regardless of the Free Trial.

The “Free Trial” Feature works only with PayPal Express Checkout Payment Gateway.

In order to have access to the “Free Trial” feature for your Subscription Plans you need to check the Reference Transactions option inside Paid Member Subscriptions -> Settings -> Payments -> PayPal.

Check the “Reference Transactions” option only if your PayPal Business Account has the “Reference Transactions” feature enabled.

To setup the Free Trial option go to Paid Member Subscriptions -> Subscription Plans -> Edit your Subscription plan -> Setup Free Trial.

Paid Member Subscriptions - Subscription Plans - Free Trial

Based on the example above users will receive a 1 Month Free Trial if they purchase the Silver Plan. After the expiration of the Subscription Plan users will be able to renew manually the plan from their Account.

If you setup the Renewal option to “Always renew automatically” the Subscription Plan will renew automatically.

Entering your PayPal API Credentials

Go to Paid Member Subscriptions -> Settings -> Payment Gateways -> PayPal to enter the Email Address that is connected to your PayPal Business account.

Below you’ll need to enter your PayPal API credentials for PayPal Pro and PayPal Express Checkout. These are required in order to use any of PayPal Pro and PayPal Express Checkout features.

Note – When using Paid Member Subscriptions in Live Mode use your Live PayPal Email Address inside “PayPal E-mail Address” and your PayPal Merchant Sandbox Account when using Paid Member Subscriptions in Test Mode

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - PayPal API Credentials

PayPal Live API Credentials

For more information on how to obtain your PayPal Live API Credentials see this guide.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - PayPal API Credentials - Live Mode

PayPal Test Mode API Credentials

For more information on how to obtain your PayPal Test API Credentials see this guide.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - PayPal API Credentials - Test Mode

Setting up Instant Payment Notifications (IPN)

Both PayPal Pro and PayPal Express require that you enable IPN Notifications inside your PayPal Business Account. If you are using a Merchant Sandbox Account you will need to login inside the PayPal Sandbox Account to setup the IPN.

For this log into your PayPal Business Account -> Click Profile -> Go to Profile and settings -> My selling tools -> Click “Update” in the Instant Payment Notifications section.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Instant Payment Notification

Inside Instant Payment Notification (IPN) -> Turn On IPN and set your listener’s URL.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Setup Instant Payment Notification

The Notification URL should be set to:

https://www.yourdomain.com/?pay_gate_listener=paypal_epipn

Note – Replace “www.yourdomain.com” with your actual domain name

Generate PayPal Pro and PayPal Express Checkout IPN

Add your domain in the field below, example: yourdomain.com, and click on the “Generate IPN” button. As you can see we need to use https for our domain. Use the generated IPN inside your PayPal Account.




Reference Transactions

In order to have access to the “Sign-up Fee” and “Free Trial” functionalities for our Subscription Plans we need to check the Reference Transactions option inside Paid Member Subscriptions -> Settings -> Payments -> PayPal.

Check the “Reference Transactions” option only if your PayPal Business Account has the “Reference Transactions” feature enabled.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Reference Transactions

How to Enable Reference Transactions in PayPal

To enable the “Reference Transactions” feature inside your PayPal Business Account you will need to contact PayPal Business Support and request that they activate the feature. For more information go here.

Adding an SSL certificate

An SSL certificate is used to establish a secure encrypted connection. PayPal IPN has been/will be updated to https for added security in accordance with PayPal’s announcement.

To avoid any disruption of service, you must verify that your systems are ready for this change by June 30th, 2017.

Online SSL Certificate Checkerhttps://www.ssllabs.com/ssltest/

If you’re using PayPal Pro to process credit cards or PayPal Express, you must have an SSL certificate installed on your site.

You can obtain security certificates for free instead of paying for traditional SSL certificates (which cost ~ 80$+/year) and install them much easier using Let’s Encrypt. It is a free, automated and open certificate authority that issues domain-validated certificates.

Up until now, the only hosting company that offers the ability to install let’s encrypt certificates in just a couple of clicks directly from the cPanel of your hosting account is Site Ground. Here’s a quick tutorial on how to achieve that.

This is the by far the quickest and most cost efficient way of adding HTTPS to your membership site we found. If you’re not hosted with Site Ground they even offer you a free transfer of one website per account, removing all the friction normally related to the change of hosting.

TLS v1.2

The most secure protocol for sharing information on the web today is Transport Layer Security (TLS) version 1.2. PayPal is enabling support for TLS 1.2 for all secure connections and in 2016 will start requiring its use.

You will need to verify that your environment supports TLS 1.2 and if necessary make appropriate updates. PayPal is updating its services to require TLS v1.2 for all HTTPS connections in June 30th, 2017. After that time, all TLS v1.0 and TLS v1.1 API connections will be refused.

As the Security Notice from PayPal says, please contact your hosting and tell them to update the TLS of your SSL Certificate to v1.2. Also tell them that there is an issue with SSLv3 that is preventing PayPal to work correctly. A suggestion would be to disable SSLv3 in order to see if the payments are processed correctly.

Add https in WordPress

After you install your SSL Certificate on your domain please go to your website -> Login as Admin -> Access the dashboard -> Settings -> General and make sure you add https inside WordPress Address (URL) / Site Address (URL).

Also we recommend to use a free plugin like Really Simple SSL – It automatically detects your settings and configures your website to run over https.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Add https

Processing a payment with PayPal Payments Pro

If everything is setup correctly, including the PayPal API Credentials and the IPN, we can process our first PayPal Payments Pro payment on our website.

We will test the payments by using Paid Member Subscriptions in Test Mode. Go to Paid Member Subscriptions -> Settings -> Payments -> Check “Test Mode”. By checking this option you will be able to use Paid Member Subscriptions with test accounts from your payment processors.

For testing purposes we need to use one of the following credit cards:

Mastercard – CVV 111 VISA 16 digit – CVV 111 American Express – CVV 111
5478203480122540
5379488370323387
5544083536609280
5245861852644573
5278098967426147
5544466107592839
5422847510720454
5440500808705574
5450637022957719
5259314822266732
4485443936936077
4916890515789856
4539576534989042
4532672555156889
4024007191462026
4485748135567865
4716284000035417
4556203075358481
4916095993715908
4929410620913880
374130687826019
344968160773597
371893569020687
347612379498177
344710026795525

One Time Payment

Inside our Registration form we display 3 Subscription Plans: Free, Silver and Gold and the Renewal option is set to “Customer opts in for automatic renewal”.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Registration PayPal Pro One Time Payment

This is how the payment looks like in Paid Member Subscriptions -> Payments.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - PayPal Pro One Time Payment

Recurring Payment

To make a recurring payment when the Renewal option is set to “Customer opts in for automatic renewal” the user will need to check the “Automatically renew subscription” checkbox.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Registration PayPal Pro Recurring Payment

This is how the payment looks like in Paid Member Subscriptions -> Payments.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - PayPal Pro Recurring Payment

Processing a payment with PayPal Express Checkout

If everything is setup correctly, including the PayPal API Credentials and the IPN, we can process our first PayPal Express Checkout payment on our website.

We will test the payments by using Paid Member Subscriptions in Test Mode. Go to Paid Member Subscriptions -> Settings -> Payments -> Check “Test Mode”. By checking this option you will be able to use Paid Member Subscriptions with test accounts from your payment processors.

One Time Payment

Inside our Registration form we display 3 Subscription Plans: Free, Silver and Gold and the Renewal option is set to “Customer opts in for automatic renewal”.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Registration PayPal Express Checkout One Time Payment

After registration the user will need to login inside his PayPal Account.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Registration PayPal Express Checkout Login

After login the user will need to confirm the payment by clicking on the “Agree & Continue” button.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Registration PayPal Express Checkout Confirm Payment

This is how the payment looks like in Paid Member Subscriptions -> Payments.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - PayPal Express Checkout One Time Payment

Recurring Payment

To make a recurring payment when the Renewal option is set to “Customer opts in for automatic renewal” the user will need to check the “Automatically renew subscription” checkbox.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Registration PayPal Express Checkout Recurring Payment

After registration the user will need to login inside his PayPal Account.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Registration PayPal Express Checkout Recurring Login

After login the user will need to confirm the payment by clicking on the “Agree & Continue” button.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Registration PayPal Express Checkout Recurring Confirm Payment

This is how the payment looks like in Paid Member Subscriptions -> Payments.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - PayPal Express Checkout Recurring Payment

Processing a payment with PayPal Express Checkout (Reference Transactions)

If everything is setup correctly, including the PayPal API Credentials, the IPN and also the Reference Transaction option, we can process our first PayPal Express Checkout payment with a Sign-up Fee or with a Free Trial.

We will test the payments by using Paid Member Subscriptions in Test Mode. Go to Paid Member Subscriptions -> Settings -> Payments -> Check “Test Mode”. By checking this option you will be able to use Paid Member Subscriptions with test accounts from your payment processors.

Sign-up Fee Payment

To use the “Sign-up Fee” Feature we need to go to Paid Member Subscriptions -> Subscription Plans -> Edit our Subscription Plan and to setup the amount for the Sign-up Fee. Users will pay the Sign-Up Fee only once. The Renewal feature is set to “Customer opts in for automatic renewal”

Paid Member Subscriptions - Subscription Plans - Sign-up Fee

This is how the Paid Member Subscriptions Registration Form looks like after we setup the Sign-up Fee.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Sing-up Fee Payment

This is how the payment looks like in Paid Member Subscriptions -> Payments.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Completed Sign-up Fee Payment

Free Trial Payment

To use the “Free Trial” Feature we need to go to Paid Member Subscriptions -> Subscription Plans -> Edit our Subscription Plan and to setup the amount for the Free Trial. The Sign-up Fee applies regardless of the Free Trial. The Renewal feature is set to “Customer opts in for automatic renewal”.

If you setup the Renewal option to “Always renew automatically” the Subscription Plan will renew automatically.

Based on the example below users will receive a 1 Month Free Trial if they purchase the Silver Plan. After the expiration of the Subscription Plan users will be able to renew manually the plan from their Account.

Paid Member Subscriptions - Subscription Plans - Free Trial

This is how the Paid Member Subscriptions Registration Form looks like after we setup the Free Trial.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Free Trial Payment

Since this is a Free Trial Payment, and not an actual payment, you will not see it in Paid Member Subscriptions -> Payments. You will need to go to Paid Member Subscriptions -> Members.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Members

Based on the example above, the actual payment will take place on 25/08/2017 when the Free Trial expires. The user can view these details inside his Account -> View Details.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Free Trial Payment - Account

PayPal Errors

A PayPal API operation can return multiple error and warning codes. You can view the full list here.

Error 10002 – Authentication/Authorization Failed

If you receive an 10002 PayPal Error when trying to process a payment with PayPal Pro or PayPal Express Checkout it means that your API Credentials are not setup correctly.

Check that the account that will receive payments was used to generate the API credentials. If you’re using PayPal’s Sandbox environment, you must generate API credentials from within the Sandbox business account rather than a Live account. You can read more about this here.

Error 11586 – DPRP is disabled for this merchant

If you receive an 11586 PayPal Error you will need to get in touch with PayPal Business Support to request this feature to be enabled for you. Mention that you’re looking to get “Direct Payment – Recurring Payments” enabled. Read more here.

PayPal Support Email Address: payflow-support@paypal.com

Also make sure to tell PayPal to update PayPal Pro to the latest version on your account. Enabling Direct Payment – Recurring Payments may include additional PayPal fees – $30/Month.

PayPal Currency Error

Lets say that you setup Paid Member Subscriptions to process payments using the £ (Sterling Pound) currency. You will need to make sure that your PayPal Account uses this currency otherwise all your payments will be considered pending. This is required also for Test Merchant Accounts.

To add a currency login inside your PayPal Account -> Currencies -> Select new currency -> Select British Pound -> Add Currency.

Paid Member Subscriptions Pro - PayPal Pro and PayPal Express Checkout - Add Currency

Get PayPal Pro and Express Checkout – Paid Member Subscriptions Add-on