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May 14, 2020
Question

Hi, I’ve signed up to payment and linked everything in to PayPal. When I send the customer an invoice where do they see a payment link?

  • May 14, 2020
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1 reply

May 14, 2020

Hi @phill_clements,

 

I'll walk you through on how you can set up invoices so your customers can pay via PayPal.

 

The first thing to do is open an invoice you want to send your customer for a PayPal payment. 

 

Here's how:

 

  1. Highlight the Sales tab.
  2. Select Invoices.
  3. On the list, choose the invoice in question, then click to open. 

On the invoice page, you'll need to click the Accept Card Payments (with PayPal) link. This will open the Accept Card Payments with PayPal page. Press the Connect to PayPal button to proceed.

 

Additional details on this feature can be found on this page: Try the faster way to pay. This page introduces both PayPal, as well as GoCardless, as another option you have to receive customer payments. 

 

Place a comment below if you have other questions in mind. I'll get back to you as soon as I can.