The document summarizes new PayPal integration features in OpenERP. It discusses adding PayPal links to sale order and invoice emails, allowing portal users to pay with PayPal, charging PayPal transaction fees to customers, and setting up automatic installment plans through PayPal. The PayPal integration allows customers to pay faster, in full, and ensures payment for the business. Future work items are also outlined.

1. Fabrice Henrion
Director OpenERP US
The New Integration

2. 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

3. 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.

4. 1. PayPal link in emails

5. 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.

6. 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

7. 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!

8. 4. Installment plans

9. 4. Installment plans

10. Summary
 The PayPal integration allows you to get paid
 faster,
 in full,
 for sure.

11. 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.

12. 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/

13. Q & A
Thank you!