Go to the PayPal Developers page.
Log in to the developer dashboard by clicking the "Log into dashboard" link at the top-right corner.
In the dashboard, click on My Account from the top-right corner.
Scroll down to the Permissions table and check if "Payouts" has a green checkmark under the Live column.
If not, click Enable and follow the prompts. You may need to contact PayPal to enable the Payouts API.
In the left-hand menu, click on Apps and Credentials.
Click Live, then proceed to Create App.
Enter "AesthetixCRM Payouts" as the app name and click Create App.
If you already have an app created, you can skip this step.
Please note: If you see "Live/Sandbox" at the top-right after creating the app, ensure "Live" is selected.After creating the app, you'll be provided with the Client ID and Secret Key.
Keep these details handy as they will be required to connect AesthetixCRM with PayPal.
Navigate to the Payment Integration page in AesthetixCRM.
Scroll down to PayPal and click Manage.
Enter your Live Client ID and Secret Key from Step 4.
If testing in the sandbox, repeat the process with sandbox credentials, ensuring "Sandbox" is selected on PayPal's Apps and Credentials page.
Once PayPal is configured, you can now pay your affiliates using AesthetixCRM Auto Payouts feature.
In the AesthetixCRM Affiliate Manager, go to the Payouts page.
Switch to the Approved for Payouts tab to see the list of approved payments awaiting disbursement.
Check the box next to the payouts or affiliate names you wish to pay.
Once affiliates are selected, click the Pay button to pay multiple affiliates together.
Alternatively, click the blue Pay icon next to an affiliate’s name to pay them individually.
Review the selected payouts and confirm the details
Click Pay Now to initiate the transfer.
Important:
If your PayPal Business account is not linked, an error message will prompt you to link the account.
After clicking Pay Now, successful payouts will appear under the Paid tab.
PayPal may take some time to process payments, during which the status might show as "Pending." Refresh the page to check updates.
After a successful payout, both the admin (sender) and the affiliate (receiver) will receive a confirmation email.
Before paying affiliates, ensure their PayPal details are linked. To learn how to add or link an affiliate’s PayPal account
