This tutorial will show you how to activate PayPal payments inside of the Client Center of MyClientBase for clients to pay online using Paypal. This feature does not allow clients to pay invoices directly from the invoices, it requires your clients to login to the Client Center and pay from their. Here at Visuex, we are working on an addon for MyClientBase that will allow clients to pay directly from the invoices but for the moment this is how to do it. (an update will be made to this tutorial when that addon is released).

What is MyClientBase?

MyClientBase (MCB) is an open source and web-based Invoice & Client Managment System which can be used by many different types of businesses. MCB is also the system that we use here at Visuex.com to power the Billing portion of our site.

How To: Activate PayPal in MyClientBase to be used inside the Client Center

Note: click any of the images below to enlarge them.

First thing to do is to log into your setup of MCB, once you are logged in you will be presented with the MCB Dashboard.

On the right side of the dashboard with be the Control Center menu in the sidebar. Click the option labeled "System Settings".

In the System Settings, there are many tabs above the settings options.

Click the Payments tab to go to the Payments Settings.

In the Payment Settings, there are 6 fields that you can edit.

1. Default Payment Method: set this to whatever method you would like to use by default, this setting is just to make easier to enter payments but doesn't have anything to do with the Paypal feature.
2. Default Receipt Template: this setting is for the default template for displaying receipts, there are no other options unless you create a custom template to use, and this setting doesn't have anything to do with the paypal feature.
3. Merchant Enabled: set this to "Yes" in order to activate the merchant system.
4. Merchant Driver: this is the particular payment portal service that you'd like to use, at the time of writing this article PayPal is the only option.
5. Merchant Account ID: this is the email you use to log into paypal.com - you can also have multiple emails on one paypal account.
6. Merchant Currency Code: this is used for the preferred currency that your company uses for payments, the default is USD but can be any currency that PayPal supports.

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