NOTE: If you need help installing the plugin refer to our install guide.
Setting Up Additional PayPal Accounts
By default, orders will be processed using the account you have configured in the Express Checkout gateway settings provided by the PayPal for WooCommerce plugin. Here you will add additional account(s) with a rule that specifies when this account should be used instead of the default account.
1. Navigate to WooCommerce -> Settings
2. Click on the Multi-Account Management tab.
3. Enter details for the PayPal account you are adding.
Enable Account
PayPal Sandbox
NOTE: You will need to create a sandbox account for testing purposes if you wish to use sandbox / test mode.
Account Nickname
Example: You might call one account “Test Account” that is configured with the sandbox, and another account “Live Micro-Payment Account” for your actual PayPal account used for micro-payments.
PayPal Email
The PayPal account email address (or merchant ID) of the account that should be paid when this rule is triggered.
API Username / Password / Signature
If you would like to process refunds for transactions paid to secondary accounts, you will need to provide API credentials for the account.
You will need to populate these values with the API credentials provided by your PayPal account.
NOTE: How to Create PayPal Username, Password, Signature.
NOTE: Make sure to enter sandbox credentials if you are setting up a sandbox account, and live credentials for a live account. These would not be the same.
Site Owner Commission
If you set a commission at the rule level, it will override any value set at the global level.
The site admin account (configured in the main PayPal for WooCommerce plugin) will be paid the commission amount calculated.
Trigger Conditions
Use the drop-down boxes to create a trigger that will control when this account should be used instead of the default account configured in the PayPal Express Checkout settings for your site.
Priority
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If two or more accounts have the same trigger condition or match for a particular scenario, the account with the highest priority is selected for payment.
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Priority values range from 0 (Lowest) to 100 (Highest)
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For Example, assume that there are two rules in PFWMA, Account1 (Priority 10) and Account2 (Priority 60) where Account1 is set to trigger for Product A and Account2 is set to trigger whenever the buyer is from the country United States. Now, suppose that the buyer is buying Product A and their country in the United States. In this case, both the accounts qualify for payments. However, the order amount will be sent to Accoun2 as it has a higher priority value.
User Role
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Triggers the payment for the account whenever the Buyer is of the select role.
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For Example, trigger payment to this account whenever the Buyer has the role of Wholesaler.
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Select Author
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Triggers the item(s) payment for the account whenever Order includes items owned by the selected Author
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For Example, Direct order payments to this account whenever a product belongs to the specified Author
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Commonly used with vendor plugins like WC Vendors / Dokan, and themes based on “listings” where different users own different listings.
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Buyer Country
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Triggers the payment for the account whenever the Buyer is from the selected country
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For Example, trigger payments to this account whenever the Buyer is from the United States
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Store Country
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Triggers the payment for the account whenever the item’s store location matches the selected country
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For Example, trigger payments to this account whenever the Buyer is from the United States
Shipping Class
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Select the account for payment whenever a buyer chooses the specified shipping class
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For Example, trigger payments to this account whenever a buyer chooses
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Product Categories
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Triggers the item(s) payment for the account whenever the Order includes products from the selected categories.
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For Example, trigger payment of item (s) whenever they belong to the Accessories category.
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Product Tags
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Triggers the item(s) payment for the account whenever the Order includes products that consist of the selected tag(s)
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For Example, direct all item(s) payments to this account whenever the item tags include “toys.”
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Products
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Triggers the item(s) payment for the account for all the products in the Order that match the selected products
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For Example, whenever an order includes a Fountain Pen, redirect the Fountain Pen’s payment to this particular account
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Transaction Amount
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Triggers payment to this account for all orders whose total is equal to, greater than or lesser than the specified amount.
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For Example, trigger payment to this account whenever the total is less than $50
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For Example, trigger payment to this account whenever the total is higher than $50
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Currency Code
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Triggers the payment to this account whenever the Buyer’s currency matches one of the selected countries.
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For Example, trigger payment to this account whenever the Buyer currency is Dinar.
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Card Type
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Available only when the Payment Gateway selected for the account is PayPal Payments Pro 2.0 (PayFlow)
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Triggers payment to this account whenever the Buyer is paying with the selected card type.
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For Example, trigger payment to this account whenever the Buyer pays from their American Express card.
EXAMPLE
In this example, all products that belong to angelleye would be paid directly to that account.
4. Save the account settings.
Once you have all of the details filled in for the account you are setting up, click Save Changes to save the account. You will then see the account in the list of accounts displayed below the form.
Site Admin Global Commission
As the site administrator, you can set a commission that you would like to be paid to your account.
The commission will be calculated based on the order details, and your admin account configured in the main PayPal for WooCommerce plugin will be used for the commission payment.
Any commission value set at the rule level will override the value set here.
Edit an Existing Account
Below the form on the Multi-Account Management tab you will see a list of all accounts you have added. Hover over any account in the list to reveal options for Edit and Delete.
Edit or Delete an existing account configuration.
Split Payments Information
- If more than one rule is triggered for a single order, the payment will be split between each receiver.
- For more details on this, see our tutorial for How to Split a PayPal Payment on a WooCommerce Order.
- If site owner commission is set at the global or rule level, this will be split and sent directly to the admin account configured in the main PayPal for WooCommerce plugin.
- A single order can include up to 10 receivers, with the payment split so that all accounts are paid directly.
- The site owner never touches the money.
- For questions about refunds, see the Multi-Account refund procedures documentation.
Payment Load Balancer
The Payment Balancer Mode is a special mode in PayPal for WooCommerce Multi-Account Management plugin that spreads payments across all your configured PayPal accounts.
Starting from the Primary account set in the base PayPal for WooCommerce plugin, each order’s amount will be paid to the next PayPal account in the sequence.
For Example, if you set up the primary account in PayPal for WooCommerce (Account 1) and set up three (3) secondary accounts in PayPal for WooCommerce Multi-Account Management (Account 2, Account 3, and Account 4).
The orders will be processed in the following manner:
- Order 1 will be paid to Account 1.
- Order 2 will be paid to Account 2.
- Order 3 will be paid to Account 3.
- Order 4 will be paid to Account 4.
- Order 5 will be paid to Account 1.
- Repeat…
You can also see the sequence number tag on the account listing page:
Enable Payment Load Balancer
To enable Payment Load Balancer, navigate to “WP Dashboard > WooCommerce > Settings > PayPal Multi-Account Setup”, click on the “Settings” tab and check the option “Payment Load Balancer”. After that, click on “Save Changes” to commit the changes to the database.
Things to Consider when Using Payment Load Balancer
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When the Payment Load Balancer option is enabled, other plugin features such as Commission and Condition Trigger rules will not be available.
- On the Settings tab, options related to third-party plugins such as Dokan / WC Vendors, will also not be available in Payment Load Balancer mode.
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If you have any existing accounts configured with custom trigger rules and commission settings, such attributes will be ignored, and the accounts will be paid as per the Payment Load Balancer sequence. More importantly, if you chose to disable Payment Load Balancer anytime, you should find that those custom attributes are still present, saving your time by not from having to reconfigure those accounts.
If you want a detailed tutorial on how to use Payment Load Balancer, check out our tutorial on How to Spread Payment Volume Across Multiple PayPal Accounts with WooCommerce.
Does this system work with commission set at product category or product level or does it only go as deeply as vendor level?
Hi Donna,
You can set it at the “rule” level. A rule can be created based on vendor, individual product, category, tags, etc.
Hi, Can I select a specific item in my store to be paid to one specific paypal and others to be paid to another paypal account?
Thank you
Hi David,
Yes, the plugin will make that very simple for you. You can create rules based on individual product, so that will exactly what you are wanting.
Will this work with Braintree Merchant Accounts?
Unfortunately, no. We could make that happen, but we don’t have a lot of demand for it right now, so we’d have to treat it like a custom project.
We are currently working on integrating all of PayPal’s “Complete Payments” solution, which now includes “Advanced Credit Cards”, and we will be making that compatible. It would replace your Braintree account. We’re going to release the first round of this in the free plugin within a week or so, but then multi-account stuff will be following that up maybe a month or so later.
Sorry I don’t have a better immediate answer for you, but it’s coming!
Hi. This plugin looks very promising to what I’m working on. Just some additional questions:
1) Is there a way to automatically assign rules for newly registered vendors on a directory listing website? I’m not using a multi-vendor website, just a directory listing site where vendors have their paypal email for receiving manual payouts. I want to automatically send the money directly from customers to vendors, instead of me doing manual payouts to vendors.
2) If I have to use Dokan multi-vendor plugin, is the Dokan Free license sufficient to be compatible with your plugin to achieve the same purpose I mentioned above?
3) If a customer requests for refund, is it the site admin or the vendors who processes the refund through your plugin? I imagine it will be the vendors since they’re the ones that received the money directly?
Thanks a lot.
1. If you’re working with vendors it would be best to use a vendor plugin. Our plugin is currently compatible with WC Vendors and Dokan, so it would automatically create records for you when vendors sign up through those tools. If you don’t want to use those then you would need to create rules manually. We could work with you to customize it to suit your needs, but I’d need you to submit a quote request for that please.
Hi. Instead of charging percentage commission, is it possible to create rules that charge other commission types like fixed amount, or fixed amount + percentage? Thanks.
Hi Ray,
Not yet, but this is in our backlog. We just haven’t had the demand for it to make it a priority yet. We’ll get it done ASAP!
Hi, using your plugin with Dokan I have 1 question: I have defined that vendors cannot get access to their money inmediatly, but after 15 days, when they can ask for a retirement of the money. I have been testing the plugin with dokan and your paypal express checkout and can see the money goes directly to the vendor’s paypal account. Can be this configured at any place I cannot see? Thanks.
Hi Yolanda,
I’m sorry for the delay replying here. For future reference, it’s best to submit support tickets to our help desk at https://angelleye.com/support.
Our plugin only supports “parallel payments”, which means the vendors get paid directly. This keeps you from being liable for any chargebacks, fraud, etc. that might occur, and is typically recommended over holding funds and disbursing them later.
We do not support a “chained payment” which is what you’re asking about. Sorry I don’t have better news for you on that. Again, though, the primary reason people want to use our plugin is to avoid liability, which the parallel payment will help with.
Let me know if you have any questions or concerns about that.
Thanks!
Trigger events not displaying within the multi-account setup. I’ve uninstalled it, reinstalled it, deleted the old account, set up a new account and always the same issue… it even prompts me when I click save to say I have no trigger events setup, and can’t set up, as the input fields don’t display…
I’ve also set up tickets on the support page and at this point, I’m beyond frustrated and I don’t have words to describe the frustration and stress from my clients end.
Hi Angela,
I’m sorry you’re having struggles with this, and I’m sorry for the delay replying here. Did you submit a ticket to our help desk? That’s the best place to get support. If you’re still needing help please go ahead and submit a ticket to our help desk and we’ll get you taken care of. Thanks!