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PayPal for WooCommerce Multi-Account Management Setup Guide

by Drew | Last Updated Jul 12, 2020 | Published on Nov 22, 2017 | PayPal for WooCommerce Multi-Account Management | 168 comments

With the PayPal for WooCommerce Multi-Account Management plugin installed you are ready to begin creating accounts and configuring rules to specify when each account should be used.

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

WooCommerce Settings

2. Click on the Multi-Account Management tab.

PayPal Multi Account Settings

3. Enter details for the PayPal account you are adding.

Enable Account
Check the box to enable the account if you would like it to take affect immediately.  You may enable / disable this option at any time by editing the account record after it has been created.
PayPal Sandbox
If you are setting up a sandbox / test account, check the box to enable sandbox mode for this account.

NOTE:  You will need to create a sandbox account for testing purposes if you wish to use sandbox / test mode.

Account Nickname
Enter a nickname for the account you adding so that you can easily tell all of the different accounts you add apart.

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.

PayPal WooCommerce Multiple Accounts Commission

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
  • 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.

  • Priority values range from 0 (Lowest) to 100 (Highest)

  • 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.

  • priority

User Role
  • Triggers the payment for the account whenever the Buyer is of the select role.

  • For Example, trigger payment to this account whenever the Buyer has the role of Wholesaler.

  • user role

Select Author
  • Triggers the item(s) payment for the account whenever Order includes items owned by the selected Author

  • For Example, Direct order payments to this account whenever a product belongs to the specified Author

    • Commonly used with vendor plugins like WC Vendors / Dokan, and themes based on “listings” where different users own different listings.

  • author role

Buyer Country
  • Triggers the payment for the account whenever the Buyer is from the selected country

  • For Example, trigger payments to this account whenever the Buyer is from the United States

  • buyer country

Store Country
  • Triggers the payment for the account whenever the item’s store location matches the selected country

  • For Example, trigger payments to this account whenever the Buyer is from the United States

  • store country

Shipping Class
  • Select the account for payment whenever a buyer chooses the specified shipping class

  • For Example, trigger payments to this account whenever a buyer chooses

  • shipping class

 

Product Categories
  • Triggers the item(s) payment for the account whenever the Order includes products from the selected categories.

  • For Example, trigger payment of item (s) whenever they belong to the Accessories category.

  • categories

Product Tags
  • Triggers the item(s) payment for the account whenever the Order includes products that consist of the selected tag(s)

  • For Example, direct all item(s) payments to this account whenever the item tags include “toys.”

  • tags

Products
  • Triggers the item(s) payment for the account for all the products in the Order that match the selected products

  • For Example, whenever an order includes a Fountain Pen, redirect the Fountain Pen’s payment to this particular account

  • products

Transaction Amount
  • Triggers payment to this account for all orders whose total is equal to, greater than or lesser than the specified amount.

  • For Example, trigger payment to this account whenever the total is less than $50

  • For Example, trigger payment to this account whenever the total is higher than $50

  • transaction amt

 

Currency Code
  • Triggers the payment to this account whenever the Buyer’s currency matches one of the selected countries.

  • For Example, trigger payment to this account whenever the Buyer currency is Dinar.

  • currency code

Card Type
  • Available only when the Payment Gateway selected for the account is PayPal Payments Pro 2.0 (PayFlow)

  • Triggers payment to this account whenever the Buyer is paying with the selected card type.

  • For Example, trigger payment to this account whenever the Buyer pays from their American Express card.

  • card type

 

EXAMPLE

PayPal WooCommerce Multiple Accounts

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.

PayPal for WooCommerce Multi Account Site Owner Commission

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.

PayPal for WooCommerce Multi Account Management Edit 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:

  1. Order 1 will be paid to Account 1.
  2. Order 2 will be paid to Account 2.
  3. Order 3 will be paid to Account 3.
  4. Order 4 will be paid to Account 4.
  5. Order 5 will be paid to Account 1.
  6. Repeat…

You can also see the sequence number tag on the account listing page:

Payment Sequence - PayPal for WooCommerce Multi Accounts Management

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.

Payment Load Balancer - PayPal for WooCommerce Multi Accounts Management

Things to Consider when Using Payment Load Balancer

  • 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.
  • 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.

168 Comments

← Older Comments
  1. Peter
    Peter on October 19, 2021 at 1:50 am

    Is this plugin working with the Dokan subscriptions? So all the rules are set directly when a vendor choose there subscription plan?

    Is it stil possible voor customers to check out and pay with ideal bancontact and other European payments?

    Reply
    • Drew
      Drew on October 21, 2021 at 11:56 pm

      If you have Billing Agreements enabled on your PayPal account then it will work for vendors to subscribe to your site. It will not support vendors creating and selling their own subscription products, though. We’re working on that.

      Reply
      • Julian Connett
        Julian Connett on February 5, 2022 at 2:16 am

        Hey Drew,
        Are you able to direct/point me in the right direction in order to enable ‘Billing Agreements’ in my PayPal account? I also have Dokan Subscriptions setup for ‘Premium Accounts’ on my marketplace and would ideally love to use just your premium plugin instead of Dokans Stripe Connect & ‘Conditional Payment Methods’. I reached out to Mubashir, but he said that subscriptions weren’t possible. Looking at your reply above it seems it might be. Maybe I was misunderstood..
        Cheers
        Julian

        Reply
        • Drew
          Drew on February 9, 2022 at 12:55 pm

          Hi Julian,

          Our plugin does not support the ability for vendors to sell subscription products. We’re working on it within our PayPal plugins in general, but we’re at the mercy of PayPal getting the features we need added to their APIs. They said Q4 last year and didn’t hit that. Now they’re saying Q2 this year.

          Until then, the best I can offer is our multi-account plugin for any non-subscription products that your vendors are selling.

          If you only need a subscription to process your vendor memberships so that they can sell on your site, then you could do that with a different gateway that supports Woo Subscriptions in general. Then use a plugin like “payment per product” to show that payment gateway on the vendor signup product, and our PayPal gateway on the vendor products.

          Hope that makes sense.

          Reply
  2. way
    way on April 19, 2022 at 12:26 pm

    I have a Muti vender website and I need to set up PayPal payment that will take 1% commission on every person that buys or makes a sale on the site. can this do that

    Reply
    • Drew
      Drew on April 21, 2022 at 10:24 am

      Yes, this will do that on its own or in conjunction with a vendor plugin like WC Vendors, Dokan, or WCFM. We are currently working to make it more tightly integrated with those, but it does function as it is now, and it will do what you’ve asked.

      Reply
← Older Comments

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