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PayPal in Checkout - Merchant Setup, Settings, and Data

Merchants may include PayPal as a payment option within the Bolt Checkout sequence. Paypal in Checkout avoids a separate payment path and creates a better and more uniform customer experience.

Setup

Merchants will need to complete a series of steps to set up the PayPal in Checkout feature for their site.

Follow these steps to use PayPal in Checkout:

  1. Contact Bolt SupportRequest that they enable PayPal in Checkout within your Bolt Merchant Dashboard. Your support team member may suggest that you create a sandbox environment to test the feature. The sandbox is optional but advised.
  2. Once Bolt enables the feature, go to your Bolt Merchant Dashboard.
  3. Hover over the Settings tab and then click on Checkout. On the Checkout page, there will be a Payment Methods section with settings for PayPal.
    • Click the Link your PayPal Account to enable link adjacent to PayPal in Checkout, and log into your PayPal business account.
    • After logging in, you will be in your PayPal dashboard. Follow these instructions to find and share your PayPal Account ID. Please note, this should be an alphanumeric string, not an email.
  4. Contact Bolt Support and provide them with your PayPal Account ID. Support will finalize activating the PayPal account connection.
  5. Verify that the Paypal in Checkout setting in your Bolt Merchant Dashboard is Enabled.

Enabling PayPal in Checkout

You will be able to Enable and Disable PayPal in Checkout availability as needed.

Use these steps:

  1. Go to your Bolt Merchant Dashboard.
  2. Hover over the Settings tab and then click on Checkout.
  3. Go to the Payment Methods section.
  4. Click on the Enabled/Disabled switch.
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Unlinking a PayPal Account

You’ll be able to unlink a PayPal account. Unlinking will allow you to link a new PayPal account if necessary.

Use these steps:

  1. Go to your Bolt Merchant Dashboard.
  2. Hover over the Settings tab and then click on Checkout.
  3. Go to the Payment Methods section.
  4. Click on Unlink.
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Transactions

The following section details how transactions will interact and appear within the Bolt Merchant Dashboard.

Transaction Flow

PayPal will handle the transaction flow in the following order:

  1. Authorization
  2. Capture

Transaction Details

For any PayPal transaction, you will see the payment method denoted as 'PayPal' when you are looking at the transaction details.

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Transaction Reports

Due to being a separate funding process, PayPal transactions will not be included in the following reports:

  • Monthly Statement CSV
  • Daily Funding CSV

On the transaction page export, in the Type column, you will see paypal_payment for PayPal transactions and applepay_payment for Apple Pay transactions.

Recharge and Refund

You will be able to recharge and refund PayPal transactions like any other Bolt transaction.

Fees and Fraud

Risk Review

Please be aware that PayPal transactions will not go through Bolt risk review. As a result, Bolt does not indemnify PayPal transactions. The reason for this is that PayPal Seller Protection already indemnifies those orders.

PayPal Fee

PayPal will charge a fee for all credit card transactions. The fee will be charged through PayPal directly via their Platform Fee protocol for PayPal partners.

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