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
-
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.
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.
-
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.
-
-
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
-
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
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
-
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.
-
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.”
-
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
-
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
-
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.
-
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.
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
-
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.
Good morning,
I have installed your plugin on one of our clients’ site. I am using Paypal Express as a checkout.
The paypal button does not appear on the checkout page (I have two active accounts). I noticed that there is inline CSS that hides it.
I absolutely cannot understand how to fix this problem. I also looked at your documentation.
Could you possibly help me?
Thank you
Hi Roberto,
In the Express Checkout gateway settings there are options specific to Checkout Page Display. Check to make sure that is set to “include in the general list of gateways…”
If that doesn’t solve it, please submit a ticket to our help desk and we’ll get you taken care of. Thanks!
Hi, is it possible to pay directly to the vendor with 0% commission for the site owner and without using the site owner API? in order to get rid of the “reference transactions” to get rid of the need to have the “reference transactions” required by PayPal and mandatory for the use of your plugin? (by using API credentials setup in each of the vendor individual PayPal settings window). Thank you.
Hi Nicolas,
I don’t fully understand the question. Reference Transactions aren’t required for the use of the Multi-Account plugin. That’s only if you’re trying to setup subscriptions / billing agreements for people. So again, that is not necessary to use this plugin in order to pay vendors directly. Yes, you can do that without keeping any commission if you want to.
If you’re trying to use Subscriptions so that your vendors can subscribe to your site, and then sell items with no commission, then yes, you would need reference transactions enabled. This would be ideal, but if you can’t get approved for that, then there is another option.
Some people use the Woo Payment Gateways per Product plugin. This will allow you to enable PayPal Standard only for the Subscription sign-up for vendors, and then you can use Express Checkout for all of the actual product orders so that you can use our multi-account functionality.
Let me know if you have any questions or concerns about that.
Thanks!
Drew
This is a great plugin! Currently we sell items for two different artists and we have set up rules for each to receive payment for their respective sales. However, is it possible for one person to receive the amount paid for shipping regardless of whose product sells? Ex. Customer buys 2 items (on item from each artist), but Artist One actually fulfills the order and pays for the shipping for both items. Can Artist Two get paid for their sale while Artist One captures the shipping paid for the entire order?
Glad you like it in general! We do have shipping classes built in, so at the product level it will use classes to send shipping amounts to specific accounts based on that. I’m not sure you’d be able to work that to do what you’re asking here, though. If classes aren’t involved, but there is shipping at the order level, it’s just going to divide that between the receivers on the order. To simply say “send all shipping no matter what to {account B}” is not something we have included yet. We do have that in our backlog, but just haven’t had enough demand for it yet to make it a priority.
On that note, I’m going to add this to my GitCommits platform, and if you want to throw $5 or $10 or whatever you can afford at it, then we can also try to get others to contribute towards the bounty, and eventually some developer out there will decide to do the work for us. 🙂
So, if I understand correctly, if I create a shipping class and apply that class to all of Artist Two’s products at the product level, I can leverage that class to direct the shipping amount associated to that class to go to Artist One’s account?
Or, would I just create another PayPal account for Artist One and prioritize it higher than the others so that “All Shipping Classes” will pay to that account?
Hi
i have a question , will this work with PayPal Standard method instead of PayPal express checkout ?
I’m sorry, but no. This is is an add-on extension of our free PayPal for WooCommerce plugin, which uses Express Checkout. This is an upgrade over PayPal Standard, and it includes a lot more features and functionality in general. Again, that part is free. Once you have that setup then you can add our Multi-Account plugin for that additional functionality. Let me know if you have any questions or concerns about that.
Thanks!
Great plugin so far so good! All the microprocessor information is fantastic, however is it possible to push commissions over $10 dollars to one account and under $10 to another? That way if the commission is cheaper to send to one account, it will choose based on the threshold.
I’m sorry, but we don’t have that many layers to this yet. We originally built the plugin for purposes of micro payments and other various multi-account scenarios. The handling of vendor sites and keeping commission was built in after that. Unfortunately, we don’t (yet) have that additional layer allowing you to setup 2 separate commission accounts. We plan to add it in the future, but it may be a few months. Sorry I don’t have a better immediate answer for you on that.
Hello, with this tool, can I activate one of my two PayPal accounts, depending on a click on a button, on a conditional?
I’m sorry, but can you elaborate on that? I’m not sure I understand what you’re wanting to do here. Basically, you can create rules to trigger different accounts based on products, categories, vendor, buyer country or currency code, etc.