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Payment integration

Accept invoice payments with PayPal

The PayPal integration lets customers pay your Invoice Crowd invoices through PayPal when the invoice currency is one PayPal supports. Invoice Crowd verifies the amount, currency and capture before recording the payment, and can send refunds back through PayPal.

Review the flow All integrations
  • Status: Active with currency checks
  • Checked against the app
  • Provider terms still apply
Invoice Crowd Payment Methods with PayPal selected and a PayPal account set to Live, a paid invoice recorded after PayPal confirmed it, and the Refund window sending money back via PayPal.

From setup to paid

How PayPal fits the Invoice Crowd payment boundary

Connection, customer checkout and final settlement are separate stages. Read the status and limitations before showing the method on a live invoice.

Connect the merchant account

Each business profile has its own account and live or test mode.

Invoice Crowd PayPal account form with Live and Sandbox modes and a fictional nickname, the business's PayPal accounts, and the Client Secret kept write-only when editing.

Enter only the fields the provider requires

Account type, merchant email, client ID, write-only client secret and Live/Sandbox mode.

  • Selected business profile
  • Explicit live or test mode
  • Write-only secret editing

Check the provider accepts your business first

PayPal controls merchant availability, supported currencies, fees and account eligibility.

  • Merchant country and account
  • Invoice and settlement currency
  • Provider fees and review

Understand the customer path

The payment option only shows when it can be used for that invoice.

Invoice Crowd invoice INV-2042 for Kestrel Analytics in USD, the customer's Select a Payment Method sheet with Pay Using PayPal, and what PayPal asks for next.

Use the one-time payment flow

PayPal Orders is available only when the invoice currency is in the server-owned supported list. The completed capture is fetched and verified.

  • The amount comes from the invoice
  • The payment is applied to that invoice
  • The customer pays on the provider's own page

Recurring payments work differently

Existing PayPal Billing Agreement renewals and lifecycle handling remain active when the exact provider bindings exist.

  • One-time and recurring differ
  • Some existing setups only keep running
  • New ones aren't offered where unsupported

Checked before the payment is recorded

An invoice is marked paid only when the provider confirms it.

Invoice Crowd Payments Needing Review holding a PayPal payment for INV-2042 that arrived after the invoice was paid, with the checks PayPal payments must pass before they are recorded.

The payment must match the invoice

Completed capture or sale, bound invoice, exact amount and currency, merchant account/mode and stable payment identity.

  • Merchant account and mode
  • Same invoice, amount and currency
  • The provider reports it as paid

Know the current limits

The email-only PayPal Standard browser return is not payment proof and stays manual-review only.

  • Nothing is assumed paid
  • Pending stays pending
  • Mismatches are refused

Integration facts

What to verify before using PayPal

The fields below describe the current Invoice Crowd path; the provider remains the source for merchant eligibility, fees and regional availability.

  • Availability

    Active with currency checks

  • One-time payment

    PayPal Orders is available only when the invoice currency is in the server-owned supported list. The completed capture is fetched and verified.

  • Recurring payments

    Existing PayPal Billing Agreement renewals and lifecycle handling remain active when the exact provider bindings exist.

  • Merchant setup

    Account type, merchant email, client ID, write-only client secret and Live/Sandbox mode.

  • Settlement evidence

    Completed capture or sale, bound invoice, exact amount and currency, merchant account/mode and stable payment identity.

  • Regional fit

    PayPal controls merchant availability, supported currencies, fees and account eligibility.

  • Current limits

    The email-only PayPal Standard browser return is not payment proof and stays manual-review only.

  • Invoice data

    Amount, currency and allocation are derived from the current server-side invoice state.

  • Unmatched payments

    If a confirmed PayPal payment can't be applied to its invoice, for example because the balance changed after checkout started, Invoice Crowd holds it in Payments Needing Review. You then apply it to the invoice, keep it as customer credit, or refund it.

  • Refunds

    Choose Refund on the invoice in Invoice Crowd and the money goes back to the customer through PayPal. The refund is booked only after PayPal confirms it. This covers online payments made on the invoice page.

  • Provider fees

    Gateway fees, exchange costs and settlement timing come from the merchant agreement, not the Invoice Crowd subscription.

  • Alternative gateways

    Configure another active provider when this gateway does not support the merchant, customer, currency or collection model.

Questions

PayPal and Invoice Crowd, answered

Is the PayPal integration currently available in Invoice Crowd?

Yes. PayPal is active in Invoice Crowd, with currency checks. PayPal Orders is offered only when the invoice currency is in the supported list, and the completed capture is fetched and verified before the payment is recorded.

What do I need to connect PayPal?

Account type, merchant email, client ID, write-only client secret and Live/Sandbox mode. PayPal controls merchant availability, supported currencies, fees and account eligibility. PayPal works on every Invoice Crowd plan, including the free plan.

How does PayPal one-time checkout work?

PayPal Orders is available only when the invoice currency is in the server-owned supported list. The completed capture is fetched and verified.

Does PayPal support recurring payments in Invoice Crowd?

Existing PayPal Billing Agreement renewals and lifecycle handling remain active when the exact provider bindings exist.

How does Invoice Crowd decide that a payment succeeded?

Completed capture or sale, bound invoice, exact amount and currency, merchant account/mode and stable payment identity. A browser return or posted status alone cannot settle the invoice. A confirmed payment that can't be applied to its invoice is held in Payments Needing Review until you decide what to do with it.

Are gateway fees included in Invoice Crowd pricing?

No. Provider transaction fees, foreign-exchange costs, settlement timing and account terms are controlled by the gateway and merchant agreement. Check the provider before activation.

Can I refund a PayPal payment from Invoice Crowd?

Yes. Choose Refund on the invoice (from the invoice list, the editor or Manage Payments), then pick "Refund it to the customer via PayPal". Invoice Crowd sends the refund through PayPal and books it only after PayPal confirms it. This works for online payments made on the invoice page, not for recurring, subscription or payment-link invoices.

Test PayPal with a representative invoice

Start with sandbox or test mode where the provider offers it, verify the exact currency and payment result, then plan production activation.

  • Never marked paid from the browser alone
  • Provider terms apply
  • Current status is visible
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