To use PayPal with ConfTool Pro you need an ordinary, verified PayPal-Account. Details about creating such an account can be found at the PayPal Website.

The following steps are required, to use your PayPal account with ConfTool Pro.

1. First you have to upgrade your account to a "Business Account" (if not already done before). Please not that this might have consequences on the fees of PayPal.

Page "My Account" => "Overview"

    Left side below "Upgrade": "Upgrade Account"

        upgrade to "Business Account".

2. The following settings are required for your account.

Page "My Account" => "Profile" right column "Selling Preferences"

• "Auctions": not relevant
• "Payment Receiving Preferences":
  Block Payments in a Currency You Do Not Hold: Yes
  Credit Card Statement Name: Enter a name that suits you.
• "Instant Payment Notification Preferences": Activated
  Please enter the address of your ConfTool installation as return URL.
  (Remark: ConfTool should also work without this setting).
• "Reputation": not relevant
• "Customer Service Message": not relevant
• "Website Payment Preferences":
  Auto Return: Off
  Transfer Payment Details: Off
  (Remark: ConfTool usually also works with these two set to "On", but some users had problems, so please test if you require this feature Payments are still stored in ConfTool if the first two options are deactivated. The information provided by PayPal is partly misleading.).
  Block uncoded payments: Off
  Getting Customer Contact Telephone Number: Off (not relevant)
• "Encrypted Payment Settings": Deactivate
• "Custom Payment Pages": not relevant.
  You can use this to set a logo and colours for your PayPal pages.
• "Invoice Templates": not relevant
• "Language Encoding": Western European Languages

3. Enable PayPal in your ConfTool Pro installation:

• Go to "Settings" => "Main Setup" or "Base data for Participant Registration" (depending on your version)
• Set "Enable PayPal Payments" to Yes
• Disable the "Test Mode in PayPal Sandbox"
• Enter the e-mail address of your PayPal Account
• Verify the currency for PayPal bookings.

That should be it. Please test your configuration with a smaller booking. If you encounter any problems, please contact me.

Last but not least, some personal comments about PayPal:

• PayPal may be used for credit card payments, but it not a full credit card merchant, i.e., on the statement of the customer PayPal is listed for the payment, but not the name of your organization.
• All participants need a (free) PayPal account to do the payment. Someone told me recently that is not the case (any more), but I currently don't know how to bypass this.
• Paypal is quite cheap for credit card payments, as they ``only'' charge per booking but have no setup or monthly fees.
• But, in my opinion the service of PayPal is a severe drawback. They respond slowly on requests and their replys often consist of standard text modules. For example, if they ``freeze'' your account, it might take weeks to reactivate it. Please consider this!