Skip to main content
PayPal is a payments and invoicing platform. Connected to WPOS, it lets the agent manage invoices, plans, and billing templates, all from the chat beside your site’s live preview. Category: Payments Actions available: 70+

​
What you can do

  • Create and delete invoices
  • Manage subscription plans
  • Work with billing templates

​
Example requests

Once PayPal is connected, ask in the Command Center:

​
Before you connect

  • A PayPal account, and the credentials PayPal issues for it. PayPal is not a one-click connector, so you supply your own credentials rather than signing in through a popup.
  • Decide which sites the credential should serve before you open the dialog, because that is the first thing it asks.
  • Know which PayPal account you mean. Agencies often hold several, and these actions create invoices and manage subscription plans against a live account.

​
Connect it

1

Open WPOS

In WordPress admin, open WPOS. You land on the chat screen.
2

Open a new tab and choose Connectors

Click the + button to open the launcher panel, then choose Connectors.
3

Search for PayPal

Type PayPal into Search for integrations. The row reads “Online payment system that allows money transfers and …”.
4

Press Set up

The button on the PayPal row reads Set up, not Connect.
That difference is the whole story. Connect means WPOS runs a managed sign-in popup, as Stripe does. Set up means the connector has no managed authorization, so WPOS asks you for credentials first. PayPal is a Set up connector, like Jotform.
5

Fill in the credentials dialog

A two column dialog opens, headed “Connect PayPal” with the line “Provide credentials to enable this integration”. The form is on the left, and a Setup guide panel is embedded on the right, with Open in new tab if you want it full size.The form starts with the same two fields every Set up connector uses:Below those sit the PayPal credential fields themselves. The Setup guide panel on the right of the dialog tells you exactly which values PayPal issues and where to generate them, so work from that panel rather than from memory.
6

Save and connect

Click Save & connect. Because this is a credential rather than a managed sign-in, there is no authorization popup and nothing to approve. Cancel closes the dialog without storing anything.

​
Troubleshooting

Correct behaviour, not a fault. PayPal has no managed authorization in WPOS, so it asks for credentials before it can connect anything.
Costly here, because PayPal actions create invoices and manage subscription plans on a live account. Disconnect, then reconnect with the credentials for the right account.
Treat them as compromised. Revoke them in PayPal, issue replacements, and reconnect. Disconnecting in WPOS does not revoke anything on PayPal’s side.
For popup failures, expired connections, and other issues shared across every connector, see Introducing Connectors.