F a b r i c e H e n r i o n D i r e c t o r O p e n E R P U S

The New Integration

Getting Paid!

1. PayPal link in sale orders and invoices emails

2. PayPal payments for portal users and for salespeople

3. Charging PayPal transaction fees to your customers

4. Automatic processing with PayPal installment plans

1. PayPal link in emails

Introduced in v7

Installation: This feature is included in existing modules (sale, account).

Activation: Settings > Accounting > PayPal account

Business benefits: The customer processes the payment, not the salesperson.

You don’t need to hold credit card numbers on file.

Links are created automatically.

1. PayPal link in emails

2. PayPal for portal users

Introduced in v7

Installation: This feature is included in existing modules (portal).

Activation: Settings > Accounting

Business benefit: Faster payment procedure by allowing portal users (ie. customers) to pay themselves immediately.

3. Transaction fees

Introduced in trunk (v8), but back-ported to v7

Installation: This feature is included in existing modules (sale, account, portal).

Activation: Settings > Accounting

Business benefits: The net amount corresponds to the full invoice amount

No more write-offs in your accounting books

The customer is responsible for the payment method he chooses

4. Installment plans

Introduced in trunk (v8), but back-ported to v7

Installation: You need to install the paypal_installment_plan module

Enhanced Recurring Payment for PayPal Standard ($20/month)

Activation: Accounting > Configuration > Miscellaneous > Payment terms

Business benefits: Decrease collection time

Decrease the risk of customers defaulting on payments

Get the customer’s commitment at once, even in advance!

4. Installment plans

4. Installment plans

Summary

The PayPal integration allows you to get paid faster,

in full,

for sure.

WiP

Support PayPal subscriptions in order to manage more payment terms (days, weeks, months, years, infinity).

Support installments in sale order banner.

Support handling in sale order banner.

Support handling in installment plans.

Pre-populate fields in the PayPal payment form.

ETA: in trunk in August 2013.

OpenERP Days Freebies

Functional specs: Handling fees: http://tinyurl.com/lo3c4rl

Installment plans: http://tinyurl.com/myvgm8c

Diff files for v7: http://tinyurl.com/oookvlw Handling fees

Installment plans

2 branches on Launchpad to follow the trunk WiP: lp:~openerp-dev/openobject-addons/trunk-paypal-transaction-fees-sgo

lp:~openerp-dev/openobject-addons/trunk-paypal_installment_plan-cha

For developers, Paypal URL variables reference: https://developer.paypal.com/webapps/developer/docs/classic/paypal-payments-standard/integration-guide/Appx_websitestandard_htmlvariables/

Q & A

Thank you!