Configuring a PayPal billing agreement

For Watson Care Manager to process payments to providers on your organization’s behalf, an active billing agreement must exist between IBM Watson Care Manager and your organization’s PayPal account. You must create a PayPal billing agreement to process payments. You are redirected to the PayPal website to create the agreement.

Before you begin

You must have the login credentials for the PayPal account that your organization will use to make payments to providers. If your organization does not have a business account, you can create a business account with a linked bank card as part of the billing agreement creation work flow in PayPal.

About this task

If there has never been a billing agreement created, the billing agreement details are blank, and the PayPal button is shown.

When an active billing agreement is in place, the billing agreement details are shown, including the billing agreement ID. The PayPal button is hidden.

If an existing billing agreement was canceled, the billing agreement details are shown with a canceled status, and the PayPal button is shown.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. From the Side Navigation menu, select Payments.
    The Payments page opens. A PayPal button is available only if there is no active billing agreement.
  3. Click the PayPal button.
    The PayPal merchant store log-in page opens.
  4. Log in with the appropriate PayPal governing authority funding account credentials.
  5. Review the information and click Agree and Continue on the PayPal billing agreement.
    The PayPal billing agreement is created. The Payment page is updated with the agreement details and the agreement status is set to active.
  6. If you want to cancel a billing agreement, click Cancel.
    Important: If you cancel a billing agreement, you must create a new agreement before the next payment due date or all payments to providers will fail. An active billing agreement must be in place to so that payments can be made successfully.

Results

When there is an active billing agreement in place, care team members can authorize payments to providers who have on boarded their PayPal accounts to receive payments.