How can I set up PayPal as a payment method for Post-Purchase offers?

Overview

Integrating PayPal as a payment option for post-purchase offers enhances customer convenience and can boost your store's average order value. To enable PayPal for post-purchase transactions in Shopify, specific configurations are necessary to ensure seamless functionality.

We can enable customers to see post-purchase offers by enabling PayPal Express Checkout and PayPal Automatic payments.

You'll need to have Automated Payments enabled within your Shopify <> PayPal settings.

Step-by-Step Guide

Select UpsellPlus as Your Post-Purchase App

Log in to your Shopify Admin panel.
Navigate to Settings > Checkout.
Scroll to the Post-purchase page section.
Choose UpsellPlus from the list of available apps.
Click Save to confirm your selection.

See this article for more info on Step 1.

Enable Automatic Payments in PayPal Settings

In your Shopify Admin, go to Settings > Payments.
Under the PayPal section, click Manage.
Ensure that PayPal Express Checkout is set up, along with PayPal Automatic Payments.
If the above is not set up, connect your account and Shopify which will automatically request approval from PayPal for Reference Transactions.
Monitor the status; it will display as 'Pending' initially and change to 'Approved' once authorized.

Activate Post-Purchase Offers in UpsellPlus

Open the UpsellPlus app within your Shopify Admin.
Create and customize your post-purchase offers as desired.
Ensure these offers are active and properly configured to be presented to customers after checkout.

Limitations and Considerations

Single Post-Purchase Charge: PayPal permits only one post-purchase charge per transaction. If a customer accepts the first post-purchase offer, subsequent offers will not be displayed. However, if the first offer is declined, a second offer (if configured) can be presented.
Compatibility with PayFlow Pro: There is no change to the current PayPal PayFlow Pro functionality if using a credit card. However, PayPal Express cannot be used in conjunction with PayPal PayFlow Pro.
Reference Transactions Approval: The ability to process post-purchase offers relies on PayPal's approval of Reference Transactions. Ensure this feature is enabled to facilitate automatic customer charges for accepted offers.

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Key Considerations
Customer Communication: Clearly inform customers about post-purchase offers and any additional charges to maintain transparency and trust.
Testing: Before launching, thoroughly test the post-purchase process to ensure offers display correctly and transactions are processed smoothly.
Compliance: Stay updated on PayPal and Shopify policies to ensure ongoing compliance with payment processing regulations.

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Updated on: 08/03/2025

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