Guide for WooCommerce POS PayPal Terminal Reader

• The store manager can take payment through the cards.
• The POS agents can make the Paypal Payment Terminal as the default payment gateway.
• Admin can allow simulators for test payments via PayPal.
• Support for almost all kinds of cards including Visa, Mastercard, American Express & Discover.
• WooCommerce POS PayPal Terminal is not multisite compatible.

The user will get a zip file for the WooCommerce POS Paypal Reader Native SDK that needs to be uploaded in the “Add New” menu option in the WordPress admin panel.

For this login to WordPress Admin Panel and in the Dashboard hover your mouse over the “Plugins” menu option and select the “Add New” option.

After this, the user will see an option on the top of the page that is “Upload Plugin”, click the option to upload the zip file.

On clicking the “Upload Plugin” option, the user will see a “Choose File” button. Click on the button to browse for the zip file as per the image below.

After browsing the file, click on the “Install Now” button so as to install the plugin as per the snapshot.

Once the user installs the plugin, a message “Plugin installed successfully” displays, and an “Activate Plugin” is visible to activate the plugin.

Therefore, the user can click on the “Activate Plugin” button to activate the plugin.

Check how to activate your WooCommerce plugin through the purchase code.

Check the steps for module updates on the WooCommerce plugin page.

You can check more about WooCommerce plugin translation.

To use this module, the user must have an active PayPal Account. To register with the PayPal Platform the user must go to the PayPal Platform Onboarding Page.

After that, the user can click on the Contact Us button or use the link for the  PayPal Partner Form.

After that, the user will navigate to the PayPal Partner Form Page and complete the required fields. Then after approving PayPal’s Privacy Policies, the user will click the Submit button.

Moreover, when the details are precise and correct then the user will see a thank you message on the success page.

After that, the user will be able to sign into their account.

To sign in to the account, the user will go to the link to log in. Thereafter, a PayPal login form will be visible. Here the user will enter the email ID and the password.

After that, the user can navigate to the Apps & Credentials > Create App under the dashboard section.

After that, the user will enter the application details like the App Name and select the Sandbox Business Account.

Further, by clicking on the Create App button the user will navigate to the next page where all the credentials are mentioned.

Therefore, the user can copy the client ID and secret key and configure them in the admin backend under Paypal Payment Gateway configurations.

The user can generate a new Secret Key by tapping on the Generate New Secret button under the secret field, which will be visible with the date of creation for that particular secret.

Note: Always, it is important for the user to save the original secret key, as the maximum number of client secrets for a user is two.

Once the installation is complete, the admin will go ahead and set up the WooCommerce PoS Paypal Reader Plugin by going to WooCommerce > Settings > Payments.

Further, the admin will enable POS PayPal Reader to receive the payment using this particular payment method.

Meanwhile, the user will click on the Manage button to configure the module.

After that, admin can enter necessary details for configuring the WooCommerce PoS Paypal Reader Plugin.

• Enable/Disable: The admin can enable or disabe the POS Paypal Terminal Gateway.
• Default Gateway: Admin can select and make paypal reader terminal as a default payment gateway for point of sale.
• Title: The admin can enter the title which be visible to the POS user during the checkout.
• Description: The admin can enter the description visible to the user during the checkout.
• Test mode: Admin can enable/ disable the PayPal payment gateway.
• Client ID: The admin receives it after creating an account with Paypal
• OAuth Redirect URL: The admin receives it after creating an account with Paypal

Once it is configured then POS user can push it for payment from Paypal.

Node Server Configuration

Admin can configure the Node Server settings for server connection.

Payment configuration

The admin can configure payment method settings by navigating to Point of Sale’s Settings > Payment.

Afterward, the admin can view the list of available payment methods and enable or disable them as needed.

Now, the admin can edit the payment method. By default, this option becomes available once the admin activates the plugin.

After that payment configuration, the admin can assign the payment gateway to the POS outlet by navigating to the POS > Outlet.

After that admin can edit the POS outlet and select the payment method.

Admin can select the payment method, then it will be available in the POS outlet.

After the admin configuration, POS users can log in directly from the POS terminal.

When the PayPal server is not connected, the PayPal payment gateway symbol will appear in red on the POS as per the below image :

The POS user can now open the PayPal terminal, log in to their PayPal account through the application, and connect it to the POS terminal.

Once connected, PayPal will display confirmation “Device Connected ” and “Ready to accept the payment “in the application.

Once connected, PayPal will confirm that the application is successfully linked by changing the symbol from red to blue color.

After that, the POS user can select the customer’s product and add it to the cart.

Next, the POS user can proceed to the checkout page. Then select PayPal as the payment method for the customer’s product purchase.

Once the POS user clicks on “Confirms the payment and generates the invoice” the processing status will be displayed on the POS panel.

In the PayPal application, a pop-up will appear and display the amount. The customer can tap their card on the application to complete the transaction and proceed further.

After that, options will be presented for the POS user to select based on the payment status. The corresponding status will then be displayed on the POS panel.

• Successfully paid: The POS user selects this option when the payment has been successfully received.
• Cancelled by customer: The POS user can cancel the payment if it has not been received.
• Technical Error:If a technical error occurs, the POS user can choose this option to indicate the issue.

Successfully paid

In the application, once the payment is approved, the POS user can click on the “Successfully Paid” option, which will then display “Payment approved.”

Once the POS user selects the successful payment option, an invoice PDF will generate in the POS panel.

Cancelled by customer:

When the POS user cancels the payment through the application when payment is canceled by the customer. Also, the cancellation reason will be displayed on the POS panel screen.

Once payment is canceled, there will pop up on the POS store screen that payment is canceled by the customer.

Technical Error

Similarly, if the POS user selects the technical error option, a confirmation pop-up will appear on the POS panel screen.

Furthermore, the POS user can log out of the application at the end of the day.

Therefore, this process enables POS users to accept card payments from customers via payment terminal.

It allows a smooth and efficient payment experience, which enhances customer satisfaction and improves operational efficiency.

For any technical assistance kindly raise a ticket or reach us by email at support@webkul.com.

If you have any queries or custom development need, you can connect with our WooCommerce POS Development Services.

Also, you can explore various solutions to add more features and enhance your online store by visiting the WooCommerce plugins.