How to Set Up a Subscription Payment Button in PayPal

October 01, 2024October 01, 2024

If you need to create a subscription that will charge a card automatically at whatever interval you need (e.g. a monthly subscription), PayPal has an excellent tool for facilitating such payments. Please note that if you are using integrated processing Rain POS Payments you can already use our integrated tool for Subscriptions. Please click here for more information: Product Subscriptions.

Please Note: Creating a payment tool like this will bypass our shopping cart entirely and will exclusively use PayPal to complete the payments. Because of this, if you are using this for a product or a class in the system, you will want to make sure the Add to Cart button is off for the item, as detailed below. The system cannot track inventory for such sales, either, and if you do it for a class, anyone paying this way will NOT go onto the Classes report as a registered attendee. To show the information on the web page, please use the Long Description for the product or class to place your PayPal Subscription button code.

Here are the steps in PayPal to set up your subscription button. Log into your PayPal account and do the following:

  • Log in to PayPal.
  • Go to www.paypal.com/buttons/.
  • Click the Smart Subscribe button.
  • Enter the requested information to tell us about the subscription product you want to offer and click Create Plan.
  • A pop-up window will display with the code to integrate into your website.
  • Click Copy Code and it will automatically be copied to your clipboard.
  • Once copied, your plan will be turned on.

Be careful not to copy anything else until you follow the steps below!

You're done in PayPal after that, next log into your Point of Sale and do the following:

  • Go next to our system, go into Products or Classes and search for the item you want to work with, click on it to open it in Edit view.
  • Make sure the Show Add to Cart Button is set to Off. For a class, this will be a checkbox on the Pricing tab. For a product, this will be a toggle on the Website Settings tab.
  • It is okay to have a Price and even a Sale Price set, if you like, but they will only be there for reference as the transaction will be going straight to PayPal and bypassing our shopping cart. So if you want, you can set Show Price on Website to be Yes.
  • You will enter the code you copied into the following area: For a class, it will be the Long Description on the Details tab. For a product, it will be the Product Description on the Website Settings tab. For both, click at the bottom of whatever text is already there and hit Enter a couple of times to add some space.
  • Find the Source Code button: it is to the left of Formats and looks like this: < >
  • Go to the bottom of the code that's there, click with your mouse to get the cursor blinking at the end of the code and then hit Enter to go to a new line.
  • Paste the code you copied from PayPal (Ctrl V in Windows, Command V on a Mac).
  • Save the product or class, then go to the web page view of the item to make sure your button is showing up correctly.