Accept PayPal Payments

Accepting PayPal payments allows your customers to pay your invoices securely with their PayPal account. With Invoice2go, you have the flexibility to choose which invoices you will accept payments by PayPal.

If you don’t have a PayPal Business account yet and you would like to accept PayPal payments, you can sign up for one here.

Important: Once you enter your PayPal account, you will receive a welcome email from PayPal to link the account to Invoice2go. Until you link your account by following the email steps, you will be unable to accept a PayPal payment through Invoice2go. 

The following steps will outline how you can link your PayPal to Invoice2go at the account level. PayPal payments can also be toggled on or off for individual documents. Once you start receiving and claiming PayPal payments made through Invoice2go, your account will automatically change to a business account with no additional setup required.

iOS and Android

  1. Tap on the Profile icon in the upper right corner of the home screen
  2. Under the Settings section, tap on Client payment options
  3. Next to PayPal, tap on Set up
  4. Tap Link PayPal
    • This will redirect you to the PayPal onboarding page
  5. Enter your PayPal business / personal email address
    • If you do not have a PayPal account, you can create one here using your email address 
  6. Check your email inbox for an email from PayPal asking you to link your account
    • Once you have successfully linked your account using the steps in the email, you will be able to accept PayPal payments

Web

  1. Click on your Company name in the upper right corner
  2. Click on Account & settings
  3. Under the Settings section, click on Client payment options
  4. Toggle on the option to accept PayPal
    • This will redirect you to the PayPal onboarding page
  5. Enter your PayPal business / personal email address
    • If you do not have a PayPal account, you can create one here using your email address 
  6. Check your email inbox for an email from PayPal asking you to link your account
    • Once you have successfully linked your account using the steps in the email, you will be able to accept PayPal payments

Viewing PayPal Transactions

Along with accepting PayPal payments, you can also view your PayPal transactions through the Invoice2go app all in one place. Once you have started accepting PayPal payments, simply return to the client payment options section of the app and click/tap on the PayPal section. From here, you can see recent PayPal transactions, including your client name, the document number, and the payment amount. 

Unlinking your PayPal account

If for any reason you would like to disconnect your current PayPal account from Invoice2go, this can be done by unlinking it. Once you unlink your account, your customers will no longer be able to pay you through PayPal, and you will need to go through the onboarding process again if you re-enable the feature. 

Please note, if you unlink your account, all transaction history will not be present on the Invoice2go app should you relink your account in the future. 

Mobile 

  1. Tap on the Profile icon in the top right corner
  2. Tap on Client payment options 
  3. Tap on PayPal 
  4. Tap on the three dots ... in the top right corner
  5. Tap on Unlink  
  6. Tap on Unlink PayPal 

Web

  1. Click on your Company name in the top right corner
  2. Click on Account & settings
  3. Click on Client payment options
  4. Next to PayPal, click on the three dots
  5. Next to your email address, click on the image of a chain link with a strike through it Unlink_PayPal_Link.png
  6. Click Disconnect 

Venmo & PayPal Credit

If you are offering PayPal as a payment option via Invoice2go, you may also have the ability to offer PayPal Credit & Venmo through PayPal. As the seller, there is no extra work required to set up or accept these payments through these methods. Since both of these payment options (PayPal Credit & Venmo) process through PayPal, you will notice no difference from your end. However, when your customer is paying the invoice, they will be presented with all three options (as long as you have PayPal enabled in settings).

*Note: Venmo & PayPal Credit cannot be individually toggled. Meaning, these new payment options will be offered if you have PayPal enabled in your Invoice2go settings, and can only be disabled by disabling the PayPal option overall in the payment options settings. 

Helpful Tips

  • PayPal transfers to your bank account usually take between 3 to 5 business days. However, if you are a new seller on PayPal, funds may be held for up to 21 days while your payment is in a pending status. If the service you provide is intangible, please make sure to update the order to reflect this and the processing should only take up to 7 days after verification. 
  • There are fees associated with PayPal transactions.
  • Within your PayPal Business account, you have access to payment history, recent payments and payment details. In the notes section for each payment, you can reference the Invoice2go invoice number. 
  • If your customers try to pay your invoices with PayPal but they don’t have a PayPal account yet, they will be prompted to create a PayPal account. Once they have completed their PayPal account registration, they will be directed back to your Invoice2go invoice and can proceed to complete their payment. Alternatively, with guest checkout enabled, customers can pay even faster. 
  • All transaction emails will be delivered by PayPal directly to you and your customers.

Country Availability

See PayPal for country availability for where payments are accepted

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