Difference between revisions of "Using PayPal for OJS and OCS Payments"

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(A Paypal Sandbox Account)
(A Paypal Sandbox Account)
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Sign up for the business account.
 
Sign up for the business account.
  
Create a New Account .  This account has nothing to do with your real paypal account.  It is also not the account that you will be using to test Paypal.  It is a paypal sandbox account that allows you to create pretend-paypal accounts for your journal and for your customers to test operations.
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Create a New Account.  This account has nothing to do with your real paypal account.  It is also not even the test account that you will be using to test Paypal with your site.  It is a paypal sandbox account that allows you in turn to create pretend-paypal accounts.  It is these pretend-paypal accounts that you will use to test paypal interaction with your journal..
  
Describe your business.  On the next page, give Business Owner Contact Information.  Where it asks for an account, if you have a gmail account, you may want to use a temporary form thereof, which is created by adding a '+' and arbitrary text after your name.  if your email address is my.name@gmail.com, then use my.name+testpaypal@gmail.com .
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In the sandbox signup, you should probably still use real information.  It is a real account, the same way that you have an account on any other website.  That is, describe your business.  On the next page, give Business Owner Contact Information.
  
when you click submit, you are logged on into the sandbox account.
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after you log into your brand-new sandbox account, you can begin to create test accounts.  Advice: Create one seller pretend-paypal account for your journal, and some pretend-paypal accounts for different buyers (journal subscribers).  you can also give these accounts bank balances, login accounts, etc
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 +
After you created each test paypal account, you can enter the sandbox pretend-paypal test site, using the new paypal-pseudo account.  this is done through a nice menu choice.  you can now verify the pretend-paypal account.  (If the site asks for verification (which the real paypal does by depositing two small transactions into your account), you can provide any dollar amount you wish.)  For your pretend-paypal seller (i.e., journal account),
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[next, follow the instructions below to turn on IPN.  the notification URL is https://www.sandbox.paypal.com/cgi-bin/webscr.  (I don't really understand why, but this works.]  now skip to "Configuring OJS/OCS below."
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watch out: if you do not have the PHP curl library installed (not just curl itself), it is not just that the paypal interaction will not work, even the payment buttons will not appear on your website.
  
 
== Your Real PayPal Account ==  
 
== Your Real PayPal Account ==  

Revision as of 17:20, 17 August 2010

Using PayPal for OJS and OCS Payments

The latest versions of OJS and OCS support the use of the PayPal online payment system (http://www.paypal.com) for secure online financial transactions. In OJS, this can be used to collect subscription fees, pay-per-view fees, membership fees, author submission fees, fast-track peer review fees, and donations. In OCS, this can also be used to collect registration fees.

This document will outline the basic steps in getting this up and running. You should, however, review the PayPal documentation to ensure that you have setup your PayPal profile to meet your specific requirements.

First Advice: Experiment with the paypal sandbox feature. This is a paypal website without money. Switch to the real website only after the sandbox is working well. this is the approach that this note now takes.

A Paypal Sandbox Account

Go to https://www.sandbox.paypal.com/us/cgi-bin/webscr?cmd=_onboarding-list&getStarted=true .

Sign up for the business account.

Create a New Account. This account has nothing to do with your real paypal account. It is also not even the test account that you will be using to test Paypal with your site. It is a paypal sandbox account that allows you in turn to create pretend-paypal accounts. It is these pretend-paypal accounts that you will use to test paypal interaction with your journal..

In the sandbox signup, you should probably still use real information. It is a real account, the same way that you have an account on any other website. That is, describe your business. On the next page, give Business Owner Contact Information.

after you log into your brand-new sandbox account, you can begin to create test accounts. Advice: Create one seller pretend-paypal account for your journal, and some pretend-paypal accounts for different buyers (journal subscribers). you can also give these accounts bank balances, login accounts, etc

After you created each test paypal account, you can enter the sandbox pretend-paypal test site, using the new paypal-pseudo account. this is done through a nice menu choice. you can now verify the pretend-paypal account. (If the site asks for verification (which the real paypal does by depositing two small transactions into your account), you can provide any dollar amount you wish.) For your pretend-paypal seller (i.e., journal account),

[next, follow the instructions below to turn on IPN. the notification URL is https://www.sandbox.paypal.com/cgi-bin/webscr. (I don't really understand why, but this works.] now skip to "Configuring OJS/OCS below."

watch out: if you do not have the PHP curl library installed (not just curl itself), it is not just that the paypal interaction will not work, even the payment buttons will not appear on your website.

Your Real PayPal Account

Set up a PayPal Website Payments Standard account: https://www.paypal.com/us/cgi-bin/webscr?cmd=_onboarding-list&getStarted=true

Paypal1.png

Hit the Go button. If you already have a PayPal account, login now. If not, select your country:

Paypal2.png

Fill in the resulting form:

Paypal3.png

Fill in the forms and save. Next, create your business account:

Paypal4.png

Confirm your registration using your email account:

Paypal5.png

Paypal6.png

Once you`ve confirmed your account, go to your Account Overview:

Paypal7.png

Using the Unverified link, go ahead and verify your account.

Paypal8.png

Next, from your Account Overview, choose the Edit Profile link:

Paypal9.png

On the Profile page, choose Instant Payment Notification Preferences:

Paypal10.png

Use the Edit button to turn on Instant Payment Notification (IPN):

Paypal11.png

Check the box and add the URL below (you will also find this URL when you setup your payment methods in OJS or OCS):

Paypal12.png

Configuring OJS/OCS

Now that you have setup your PayPal account, you will need to activate your payment methods in OJS or OCS. To do so, login as the Journal Manager or the Conference Manager, and select Payments. Under General Options, choose your currency:

Paypal13.png

Next, select the kind of payments you wish to charge on your site. These could include author submission fees, fast-track peer review fees, article publication fees, subscription fees, pay-per-view fees, membership fees, or, as in the example below, donations:

Paypal14.png

This will create a DONATION link in the sidebar:

Paypal15.png

When readers select the DONATION link, they will be taken to the PayPal Fee Payment page:

Paypal16.png

After clicking Continue, the reader will be taken directly to PayPal, where they can select their donation amount (e.g., $10.00) and pay using a credit card or with their own PayPal account:

Paypal17.png

If they choose to use a credit card, they will need to fill in the resulting form:

Paypal18.png

Once the payment is complete, they will return to the journal or conference. The payment will appear in your PayPal Account Overview:

Paypal19.png

If you have any questions about using OJS or OCS with PayPal, please let us know at pkp-support@sfu.ca