We have supported semi-automated PayPal payments for a long time now, but we're happy to report that your coworkers can now also make automated payments with Cobot and PayPal. In order to activate automated payments, there are a few extra hoops to jump through, so at present we are still offering both options. We do hope to be fully automated in the future, however.
You can accept semi-automated payments for your coworking space with a PayPal account. Members can pay their invoices and buy additional time passes (if applicable; see the guide on time passes) using PayPal.
In order to set up PayPal in Cobot, go to Setup, Automated Payments, and click the Add Payment Method button. On the following page, scroll down to click the "Add PayPal" button in the list of providers:
On the next screen, you will be asked to enter your PayPal API credentials. Click on the link to obtain these from your PayPal account. Please make sure to find the credentials for the Classic API.
Coworkers who choose this payment method will receive an email with a payment link as soon as their next payment is due. They will then be directed to the PayPal website to make the payment. Once the payment has been completed, the corresponding invoice will show up as Paid via PayPal.
If you choose to offer time passes, your coworkers will also be able to buy them via PayPal.
We have extended the integration to allow for automated payments through PayPal as well. The only thing to consider is that your PayPal account needs to be enabled to accept reference transactions, which requires the two following conditions:
If you have met both those requirements, then:
We are working with PayPal to see if there is a way to simplify this process, but this is a limitation for the time being.
If you want to use pro-rated invoices, Cobot can calculate them for you.