Paypal Integration

Paypal Integration

With the Paypal Integration you can make payments or take receipts from your Paypal account from within the software.


Setting up Paypal Integration in Settings

Setup

In order to integrate Paypal with CustomBooks™️ you must first have a Paypal account. Set one up at http://paypal.com/. It must be a business account in order to take advantage fully of the integration. Once you have an account you may proceed.
  1. Login to your Paypal account.
  2. Navigate to Settings → Beta Preview → Paypal.
  3. Click the Paypal logo.
  4. Agree to the integration and close the pop-up window.
  5. Indicate the accounts that you'd like to use in the provided fields.

Usage

Making Payments

  1. Ensure that the vendor you are paying has a Paypal address entered on the Company card.
  2. Create a Bill Payment or a Bill.
  3. Click Generate / Payment with and choose Paypal.
  4. Click Save and Close.  The payment will be processed automatically.

Paying a Bill with Paypal

Cash Receipts

Send a Sales Invoice or a Cash Receipt to your customer. In the email that they receive, there is a Make Payment button. When the customer clicks the button, the will be asked for the amount of their payment and then will be presented with choices for payment.  Paypal will be in the list. CustomBooks™️ will send a Cash Receipt to the customer automatically.


Option for customers to pay with Paypal

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