DepositFix offers integration with PayPal, which allows you to collect payments through DepositFix forms.
Unlike Stripe, With PayPal Subscriptions, payments are collected AFTER the form is submitted, which means that you will see a form submission on HubSpot regardless of if the payment was successful or not. You can use DepositFix timeline events in workflows to verify that only successful payments are enrolled in workflows, etc. More information on workflows here.
Some DepositFix payment properties, like Active Subscriptions, next payment date, will not be updated on HubSpot when using PayPal payments.
Refunds and Cancellations
refund a PayPal payment, in your PayPal dashboard:
- Go to Activity.
- Find and click on the transaction you want to refund.
- Click Refund this payment.
- Enter the refund details and click Issue Refund.
You can find more information on how to refund payments here.
cancel a PayPal subscription:
- Log in to your PayPal account.
- Click Settings near the top of the page.
- Click Payments.
- Click Manage pre-approved payments.
- Click Cancel or Cancel automatic billing and follow the instructions.
You can find more information on PayPal subscriptions here.
Testing PayPal with DepositFix
Before you make your form public, it is important to do some testing to ensure that it processes payments smoothly. This way, you can verify if the form properly sends the payment to PayPal and record the information back in HubSpot.
In your DepositFix app, ensure your PayPal setting is in Test mode.
When performing test payments in PayPal, make sure that you are using a testing “sandbox” account and using accounts created in your Sandbox environment.
To create testing accounts, in your sandbox dashboard, Go to Testing Tools, then click Create Account.
Last updated on August 4, 2021