The PayPal Module in MokoCRM allows you to accept secure online payments for invoices, orders, donations, or subscriptions using PayPal. It offers seamless redirection to PayPal’s checkout, automatic transaction confirmation, and CRM record updates upon payment.
The PayPal Module in MokoCRM allows you to accept secure online payments for invoices, orders, donations, or subscriptions using PayPal. It offers seamless redirection to PayPal’s checkout, automatic transaction confirmation, and CRM record updates upon payment.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → PayPal - Click Activate
- Then go to Setup → Payment Modules → PayPal and enter:
- PayPal Business Email or Client ID
- Return URL and Cancel URL
- Currency (e.g., USD, EUR)
💳 Customer Payment Flow
- The client receives an invoice or order with a Pay Now button
- They are redirected to PayPal’s secure checkout
- They log in and confirm payment
- They are redirected back to MokoCRM
- The system marks the document as paid if successful
📄 Supported Use Cases
- Invoice and sales order payments
- Donation forms and membership renewals
- Recurring payments (when configured via PayPal)
🔐 Security Considerations
- Use a verified PayPal Business account
- Ensure return URLs are HTTPS and match your domain
- Enable IPN (Instant Payment Notification) for automatic updates
📌 Best Practices
- Test in PayPal Sandbox mode before going live
- Keep your PayPal email and credentials up to date
- Configure IPN to ensure payment records are accurate
- Coordinate with Moko Consulting to customize donation or checkout flows