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This article is dedicated to users with Leader Elite or Leader accounts.

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If you have not yet linked your PayPal account, please see our guide on how to link your PayPal account to Back On Stage.

Test Your PayPal Integration (Payments & Payouts)

If you have just integrated your PayPal account with BOS, you may want to test receiving payments and sending payouts before putting the service to use. Let's go over how to do that.

In this article, we'll use these terms a lot:

• Payment

  When you receive money from a client using the PayPal integration. This can be a credit card, debit card or native PayPal transaction, but is all processed through our PayPal gateway. You can receive money from clients by creating a booking, adding and invoice to that booking, then sending the invoice to your client for payment. You can also apply invoice payments manually by clicking "Apply Payment" from any booking page.

• Payout

  When you send money to your musicians or staff. For the purpose of this article, "Payout" will refer to a "PayPal" payout. BOS also offers cash, check or eTransfer payout method options, however these do not move real money - they are for record keeping purposes only.

Testing Payments

When you create a new booking inside BOS and add a client invoice to that booking, you're all set to send that invoice to your client in order to collect payment. It's a good idea to test your PayPal integration before sending invoices to your clients in case there are any limitations that prohibit your PayPal account from receiving payments.

How To Send a Test Payment:

1. Create A New Booking: Login to Back On Stage and go to Booking List > Create Booking. Fill in all the *required fields on the first page. Make sure you "Add A Service" to the booking so that you'll have something to charge your 'test client' for, then "SAVE & CLOSE".

   <aside> ⚠️ IMPORTANT: When entering your Client Info, you MUST input a full name, email address and phone number. Without these, the PayPal payment gateway cannot function.

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2. Create an Invoice: Hit the "Client Invoice" button and review the invoice details. Since we're just making a test payment, change the "Rate" amount to some small number. $1 is a good test payment amount. Hit "SAVE AND EXIT".

3. Apply Payment: From the Booking Page, click on "Apply Payment". Choose "Credit Card or PayPal" as your payment method, the choose "Full Contract" and hit "Apply Payment". Once the payment window opens, choose the "Debit or Credit Card" option and proceed to fill in your billing details and card information. Then hit "Pay Now".

   <aside> ⚠️ WARNING: This is a real live transaction and actual money will be moved. You will also incur PayPal fees for this transaction.

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4. Verify the Completed Payment: Once the payment window closes, go to the Finances Tab and you should see the transaction amount under your "Income". Now you can go login to your PayPal account and verify that the money has arrived there as well.

That's it. You have tested your ability to receive credit card or PayPal payments through your PayPal integration.

Testing Payouts