2023 Release Notes
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      Release Notes: PayPal Integration

      Engagifii is now integrated with PayPal for payment processors!

      Introduction

      PayPal is a very popular payment gateway that is used internationally by millions of users to complete online payments and transfer funds. Beyond its use by consumers as a payment method, it is also a popular credit card processing option for commercial purposes.  It is a competitor to the likes of Stripe, Authorize.net, Cybersource, and similar.

      Integrating PayPal with Engagifii allows our clients to accept payments, via PayPal, using the following methods:

      • Debit Cards

        • VISA

        • AMEX

        • MasterCard

        • Discover

      • Credit Cards

        • VISA

        • AMEX

        • MasterCard

        • Discover

      • PayPal account - Somewhat like purchasing on eBay. The purchaser would be prompted to log into their PayPal account and choose a payment option.

      Your Engagifii administrator can configure PayPal by following the steps detailed in this Knowledgebase article

      More Details:

      1. Redesigned Settings Page

      • Removed surplus information to optimize layout and usability.
      • Accommodates 4-5 payment gateways (with one active) without the need for a scroll bar.
      • Improved design elements for future scalability.
      • Replaced 'Mark as Default' and 'Default' toggles with more user-friendly alternatives in ‘Activate’ and ‘Activated’

      2. PayPal Advance Checkout iFrame Integration

      • Implemented PayPal Advance Checkout iFrame to maintain PCI compliance.
        • Users can choose to pay using their PayPal account 
        • Users can pay via credit card or debit card
      • Ensures strict PCI compliance by handling payment processing entirely on the PayPal side.  No credit card details touch or are stored in Engagifii at all.
      • Leverages PayPal's advanced payment structure, encrypting sensitive user details for a secure payment experience.
      • PayPal Advance Checkout iFrame has been integrated the following flows:
        • Record Payment (Admin level payment experience)
        • Pay My Invoice (Board Clerk level payment experience)
        • Payment Step on Registration workflows for Events, Classes, Awards, etc. 
        • Public Payment link (Pay Now link embedded in an email)
      • Implemented handling of refund responses from payment gateways.
      • We store Order ID and Payment ID for efficient refund processing.
      • We also record refund response codes and messages for future reference.

      Users can choose either their PayPal account or a credit/debit card to make payments

      3. Fixed and Improved Pay My Invoice Screen

      • Updated 'Pay My Invoice' screen to match the backend implementation on the Record Payment screen. (minus the ability to let the user choose their payment method)
      • Ensures ongoing PCI compliance for all permission levels.
      • Provides a consistent payment experience for both admin and non-admin users and ensures all of the configured metadata is sent to the gateway.

      4. Transactions list & Filter updates

      • Transactions paid for via Paypal will show the Payment Gateway as ‘Paypal’ on the Payment Gateway column on all of the transactions lists
      • ‘Paypal’ will reflect as a filter option on the payment gateway filter found on the transactions lists