Quick Sale

* We are discontinuing the support of PayPal Here. For existing users, the feature will be fully discontinued in January 2019. PayPal will still be available as a payment option and will remain unaffected by this change. You will still have 2 options available to accept card payments on the spot: 1. You can charge a debit or credit card for payment on any unpaid invoice. Simply open an unpaid invoice, tap ‘Payment’, tap ‘Enter card details’, and take payment. 2. Download the PayPal Here app from the App Store and use it to take payment on the go. For more information on our payment options, click here.

 

What is Quick Sale? 

Quick sale is a feature that will allow merchants to accept card payments in person using an approved PayPal Here point-of-sale device, and without needing to create an invoice ahead of time. Invoice2go will do it for you in the background! 

If your Invoice2go account is not already set up to use a PayPal Here device, please click here to get started. Once you're set up to start using PayPal Here through Invoice2go, continue reading to get started with Quick Sale.

 

How can I access Quick Sale?

You can access Quick Sale through the home screen or the client profile by following the instructions below.

Accessing Quick Sale From The Home Screen:

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  1. Tap Create from the Home Screen and select Quick Sale
  2. Key in the amount you would like to charge your customer and select Charge (Please note that standard PayPal transaction fees and tax settings will apply to the invoice).
  3. A paid invoice will automatically be created and sorted into the paid invoices folder.
    • Starting from the Client Profile will auto-fill the client's information.  Client information will have to be added manually after transaction is completed otherwise.
  4. Customer can modify invoice fields to add client information, change item descriptions, etc.
  5. The customer's client will receive a payment receipt from PayPal automatically

 

Accessing Quick Sale Through The Client Profile: 

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  1. Navigate to Clients from the sidebar and choose a client you'd like to charge using quick sale
  2. Tap Create and choose the option Quick Sale
  3. Key in the amount you would like to charge your customer and select Charge (Please note that standard PayPal transaction fees and tax settings will apply to the invoice).
  4. A paid invoice will automatically be created containing the client's information and moved into the paid invoices folder.
  5. Once the invoice has been generated, you can navigate to the paid invoices tab to view it. You can modify invoice fields to add client information, change item descriptions, etc.
  6. Your customer will receive a payment receipt from PayPal automatically

 

Are there minimum and maximum amounts I can charge using Quick Sale?

Minimum and maximum limits will depend based on your country. Please reference the chart below for more information.

  Min Max
USD 2 10,000
GBP 2 5,500
AUD 2 12,500

 

How will Quick Sale invoices appear?

All Quick Sale payments will automatically generate a fully paid invoice with a line item labeled "Quick Sale."  Should you wish to change the invoice information after the quick sale transaction takes place, you can navigate to that invoice in your paid folder and modify the fields. The images below highlight how quick sale transactions are displayed on an invoice. 

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Please note: Some invoices may show a second item labeled 'Quick Sale Tax Adjustment.' This is to account for instances in which your tax settings require us to round to the nearest cent.

 

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