Special PayPal Settings & Reference Transactions Requirement

UpStroke - One Click Upsell

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Special PayPal Settings & Reference Transactions Requirement

Upstroke works with standard WooCommerce PayPal Gateway & PayPal Express Checkout.

PayPal Standard

If you are using PayPal Standard please ensure that API Signature Username and Password is added in your standard PayPal gateway.

Go to WooCommerce > Settings -> Payments > Paypal to add these details

PayPal Express Checkout


**Important Note: ** From Version 1.6.0 onward you can one click upsells without reference transactions. Learn more about it here


How To Enabling PayPal Reference Transactions For One Click Upsells

What are Reference Transactions?

Reference Transactions allows you to set Billing Agreement between a merchant and customer at the time of checkout. This Billing Agreement with customer allows you to charge the customer at a later time.

Why Upstroke needs Reference Transactions?

To run true “One Click” Upsell, Upstroke uses Reference Transactions to enable One Click Upsells after checkout. It utilizes Billing agreement between you and your customer and charges the customer if offer is accepted.

Can I run upsells if reference transaction is off in my PayPal account?

Yes! You can run up-sells even if reference transactions are off. Only change in flow that it would need, one additional confirmation from PayPal to process the payment. So it’s two click up-sells. To understand the difference in detail, read this guide.

How easy is it to enable Reference Transactions?

Again there is no official answer.

US Based Merchants

Usually our US based customers get the access to this feature really easily. All they need is some history of transaction on the PayPal account. Some of our customers US based customers have got their accounts approved in as fast as two days!

Non US Based Merchants

For non US based countries PayPal may ask for additional information.

In one case our India based customer, was asked to fill in these PayPal documents. And only after vetting, their account was approved.

Depending upon your country, you may be asked to fill these documents.

Note: We take no guarantee that your account would be approved.

How to start the process of enable Reference Transactions?

  1. You can also contact PayPal via email.
  2. Log into your PayPal account.
  3. Go to the Email Contact Form.
  4. Choose topic: My Account.
  5. Choose sub-topic: Changing/Updating Account Information.
  6. Copy and paste the message below, inserting your PayPal email address and name.


Could you please enable Reference Transactions on my PayPal account (email: paypal@example.com)?

I need this feature to sell post purchase upsells or one click upsells via WooCommerce.

Kind regards,

Your Name

7. Wait for a reply.

Note: The process can vary from one country to another but you can speed up process by calling PayPal customer care directly.