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

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(A Paypal Sandbox Account)
(Using PayPal for OJS and OCS Payments)
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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.
 
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 ==
 
== A Paypal Sandbox Account ==
 +
 +
(This section was recently inserted by an end user struggling with these instructions.)
 +
 +
The first advice is to experiment not with a real paypal account, but with the paypal sandbox feature.  The paypal sandbox is a paypal website without real money.  Switch to the real paypal website only after the sandbox paypal interaction is working well.  for the original instructions, feel free to go on to the next section, instead.  This section describes the sandbox-related process.
  
 
Go to https://www.sandbox.paypal.com/us/cgi-bin/webscr?cmd=_onboarding-list&getStarted=true .
 
Go to https://www.sandbox.paypal.com/us/cgi-bin/webscr?cmd=_onboarding-list&getStarted=true .
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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 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..
+
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.  Instead, 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
+
In the sandbox signup, you should probably still use your real information.  It is a real account, used to develop the paypal interaction.   Describe your business, presumably your journal.   On the next page, give your Business Owner Contact Information.
  
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),  
+
After you log into this brand-new sandbox account, you can begin to create test accounts.   You should probably create one seller pretend-paypal account for your journal, and a few pretend-paypal accounts for different buyers (journal subscribers, donors, etc). you can also give these accounts bank balances, login accounts, etc
  
[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."
+
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 that makes this obvious.  you can also verify your pretend-paypal accounts here.  (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), you want to turn on Instant Payment Notification (IPN).  On the profile page, under Seller Preferences, you will find the IPN entry.  the notification URL that it asks for is https://www.sandbox.paypal.com/cgi-bin/webscr.  [I don't really understand why you would tell paypal to IPN to itself, but this works.]
  
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.
+
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 ==  
 
== Your Real PayPal Account ==  

Revision as of 16:26, 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.

A Paypal Sandbox Account

(This section was recently inserted by an end user struggling with these instructions.)

The first advice is to experiment not with a real paypal account, but with the paypal sandbox feature. The paypal sandbox is a paypal website without real money. Switch to the real paypal website only after the sandbox paypal interaction is working well. for the original instructions, feel free to go on to the next section, instead. This section describes the sandbox-related process.

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. Instead, 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 your real information. It is a real account, used to develop the paypal interaction. Describe your business, presumably your journal. On the next page, give your Business Owner Contact Information.

After you log into this brand-new sandbox account, you can begin to create test accounts. You should probably create one seller pretend-paypal account for your journal, and a few pretend-paypal accounts for different buyers (journal subscribers, donors, etc). 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 that makes this obvious. you can also verify your pretend-paypal accounts here. (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), you want to turn on Instant Payment Notification (IPN). On the profile page, under Seller Preferences, you will find the IPN entry. the notification URL that it asks for is https://www.sandbox.paypal.com/cgi-bin/webscr. [I don't really understand why you would tell paypal to IPN to itself, 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