PayPal Settings
Overview
Below is a business-focused explanation of the PayPal Settings document type, written for practical use in Dafater.
What is PayPal Settings used for?
PayPal Settings is used to connect Dafater with your PayPal account so your business can accept online payments from customers. It acts as the control center where your organization authorizes Dafater to collect payments through PayPal in a secure and reliable way.
From a business perspective, this document ensures that customer payments made via PayPal are correctly received, identified, and recorded against the right transactions such as invoices, orders, or fees.
Prerequisites and setup requirements
Before using PayPal Settings, the business should ensure:
- An active PayPal business account
- Management approval to use PayPal as an official payment method
- Clear understanding of which products, services, or invoices will accept PayPal payments
- Defined internal responsibility (who manages online payments and reconciliations)
This setup is usually done once during initial payment configuration and reviewed periodically.
Typical workflow and business process fit
Business enables PayPal as a payment option
PayPal is selected as an accepted payment method for customers.PayPal Settings are completed and approved
The organization confirms its PayPal account details and operating preferences.Customers make payments using PayPal
Customers choose PayPal during checkout or invoice payment.Payments are received and recorded
Dafater recognizes the payment and links it to the correct business transaction.Finance team reviews and reconciles payments
Payment records are used for daily reconciliation and financial reporting.
This document quietly supports daily operations by ensuring payments flow smoothly without manual intervention.
Key business scenarios where PayPal Settings is essential
- Online sales where customers prefer PayPal for fast checkout
- International transactions where PayPal simplifies cross-border payments
- Service-based businesses collecting advance or milestone payments
- Subscription or recurring billing that relies on trusted digital payment methods
- Customer self-service portals where users pay invoices directly
Without PayPal Settings, PayPal cannot be offered as a payment option in Dafater.
Important considerations for users
- Accuracy matters: Incorrect setup can result in failed or untracked payments.
- Security and control: Access to this document should be limited to authorized staff.
- Periodic review: Revisit settings if business policies, PayPal accounts, or payment flows change.
- Customer experience: A properly configured PayPal option reduces payment delays and disputes.
- Finance alignment: Ensure the finance team understands how PayPal payments appear in reports.
In summary
PayPal Settings is a critical system-level document that enables your business to accept PayPal payments confidently, efficiently, and at scale. It supports smooth cash collection, improves customer convenience, and strengthens your overall payment process within Dafater.
Basic Information
- Module: Payment Gateways
- Document Type: System
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| api_username | API Username | Data | ✓ | - | PayPal API username used by Dafater for payment authentication |
| api_password | API Password | Password | ✓ | - | Secure PayPal API password used by Dafater for payment authentication |
| signature | Signature | Data | ✓ | - | PayPal API signature enabling Dafater to securely verify payment requests |
| paypal_sandbox | Use Sandbox | Check | - | Enable PayPal sandbox mode in Dafater for testing transactions | |
| redirect_to | Redirect To | Data | - | URL where Dafater redirects users after PayPal payment completion |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |