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Learn PayPal Here™ basics

Learn PayPal Here™ basics
Help increase your mobile payment options with PayPal Here™.
  • Getting started

PayPal Here™ is a convenient, cost-effective mobile payment tool that lets you securely accept multiple forms of payment anywhere in the U.S. It includes a card reader for your iPhone or Android device and a free app. To sign up, just go to the iPhone App Store or Google Play and download the PayPal Here app. After you fill in the required information and are approved, we'll ship a PayPal Here card reader to you in 5-7 business days. If you don't already have a PayPal account, you can sign up for one when you apply for PayPal Here.

  • How much does it cost?

There is no fee for the PayPal Here app, and as of September 13, 2016, PayPal began offering an everyday, low priced reader for $9.99 with no rebate. Resellers such as Amazon, Staples, and Office Depot have updated their websites with the new $9.99 pricing.

You pay 2.7% for swiped-card transactions and PayPal payments via PayPal Here, or 3.5% + $.15 if you enter the credit or debit card information into the device manually. Scanning and transferring checks into your PayPal account is free.

  • Registering for PayPal Here

After you've downloaded the PayPal Here app, you can log in with your email address and password, or your mobile number and mobile PIN. PayPal requires location information for every PayPal Here payment. So you'll need to enable your location settings for PayPal before you can use PayPal Here. You'll also need to enter your date of birth and Social Security number, and answer a few security questions to help confirm your identity. After you've entered your information, are approved, and have agreed to the Terms of Use, enter an address where we can send your free card reader.

  • Managing your profile

To view your Profile, tap the Settings icon. On your Profile, you can see your sales history, manage items, check your PayPal balance, and see checks that are ready to be added to your account. Tap your business name to see information such as your street address, web address, email address, store hours, map location, and business logo. You can also see an example of a receipt your customer would receive.

  • Viewing sales history

From your Profile, tap Sales History to see your pending, saved, and paid sales. To narrow your search, tap the magnifying glass and search for specifics like name, email, phone number, card number, and status.

  • Managing your inventory

To manage your inventory, go to your Profile in Settings and tap Manage Items. There you can add, delete, and reorder items. You can also add photos, update price information, and manage your item descriptions.

  • Managing your sales preferences

You can manage your sales preferences in Settings:

  • Choose how you want to enter your sales - you can total an amount, or sell from a list of items.
  • Manage your discounts.
  • Enable tips and specify tip percentages or flat amounts.
  • Set tax rates and indicate if you want tax added to the amount total.
  • Change your Signature setting. Turn on the Signature Required setting if you want to require signatures for transactions over $25.00.
  • Adding items to orders

To add items to an order, choose the item you want to add and enter the price. When you enter the order, you can change the number of items, add and delete items, and edit item descriptions.

  • Available payment types

After customers have downloaded the consumer PayPal mobile app, they have a number of options for payment:

Paying with cash

When customers pay with cash, change is calculated for the user. Customers can also choose to add a tip.

Paying by credit or debit card

Customers can pay with a Visa, MasterCard, American Express, or Discover card. Just swipe the card through the PayPal Here card reader. If you don't have your card reader yet, you can manually key in or scan credit card information. To scan a credit card, tap the camera icon on the screen. Customers can then select a tip amount, and tap the signature line if a signature is required. They can use their finger to sign on the phone.

Sending an invoice

To send a text or email invoice to a customer, enter the customer's email address or phone number and select the payment terms. You can request payment by a specific date, or select from a list of due dates.

  • Sending a receipt

After customers pay, they can receive a printed receipt, receive it by text or email, or choose not to get a receipt.

  • Processing refunds

If you have more than one PayPal account, you'll need to log in with the primary username and password to issue refunds.

To process a refund, tap Refund on the transaction page and enter the amount. The amount of the refund can’t exceed the original payment. Credit card refunds automatically go back to the credit card. PayPal refunds go back to the customer's PayPal account. In a partial refund, fees will be prorated for credit or debit card and PayPal payments.

  • Need help?

If you need help at any time while using PayPal Here, just shake your phone to bring up on-screen help. You'll also see buttons you can tap to send feedback, call PayPal Customer Service, or send us an email.

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