Payment integration
Let customers pay your invoices with PayPal, the checkout they already know, on every Invoice Crowd plan, the free plan included. Each payment is confirmed with PayPal before it's recorded, and refunds go back through PayPal from the invoice.
From setup to paid
Connect your PayPal account once and every invoice can offer it. Each payment is confirmed with PayPal before it reaches your books.
Each business profile uses its own PayPal account, in Live or Sandbox mode.
Enter your account type, merchant email, client ID and client secret, then choose Live or Sandbox. The client secret is saved securely and never shown again.
Customers pay into your own PayPal account, on your existing PayPal pricing. Availability depends on your PayPal account and region.
Customers see only the payment options that suit their invoice.
Your customer opens the invoice, chooses Pay Using PayPal and completes the payment on PayPal. PayPal appears on invoices in the currencies PayPal supports, so every customer sees a checkout that works.
PayPal is part of every Invoice Crowd plan, the free plan too, so you can take online payments from your very first invoice.
An invoice is marked paid once PayPal confirms the payment.
Invoice Crowd retrieves the completed payment from PayPal and checks your account, the invoice, the amount and the currency before the invoice is marked paid.
Refund a payment from the invoice, or in your PayPal dashboard. A dashboard refund waits in Payments Needing Review for you to record, so the invoice and your books always agree.
At a glance
Get paid online, keep every payment matched to its invoice, and keep your books in step without extra work.
Customers pay through PayPal, straight from the invoice.
PayPal appears on invoices in the currencies PayPal supports, so customers always see a checkout that works.
PayPal is included on the free plan and on every paid plan.
Add your merchant email, client ID and client secret, choose Live or Sandbox, and you're ready to take payments.
The completed payment is retrieved from PayPal and matched to the invoice, the amount and the currency before it's recorded.
Payments go to your own PayPal account, on your existing PayPal pricing.
A refund made in your PayPal dashboard waits in Payments Needing Review, ready for you to record.
Each payment gets its own receipt PDF, attached to the customer's payment confirmation email.
If an invoice changes after checkout starts, the payment waits in Payments Needing Review for you to apply, keep as credit or refund.
Choose Refund on the invoice and the money goes back through PayPal, booked once PayPal confirms it.
Add a gateway fee for PayPal if you choose, shown to the customer as Gateway Fees on the invoice.
Switch on other gateways alongside PayPal and customers choose the one they prefer.
Questions
Yes. Connect your PayPal account and customers pay through PayPal straight from the invoice. PayPal appears on invoices in the currencies PayPal supports.
Your PayPal account type, merchant email, client ID and client secret, plus a choice of Live or Sandbox mode. PayPal is included on every Invoice Crowd plan, including the free plan.
Your customer opens the invoice, chooses Pay Using PayPal and pays on PayPal. Invoice Crowd then retrieves the completed payment from PayPal, checks it and records it against the invoice.
Invoice Crowd retrieves the completed payment from PayPal and checks your account, the invoice, the amount and the currency before marking the invoice paid. If a confirmed payment can't be applied, for example because the balance changed, it waits in Payments Needing Review for you to decide.
PayPal sets its transaction fees, exchange costs and payout timing under your PayPal agreement, separate from your Invoice Crowd plan. You can pass a processing fee on to customers with the gateway fee setting.
Yes. Choose Refund on the invoice, from the invoice list, the editor or Manage Payments, then pick Refund it to the customer via PayPal. The refund is booked once PayPal confirms it. Refunds from the invoice cover one-time payments made on the invoice page.
Connect PayPal in Sandbox mode, pay a sample invoice, then switch to Live when you're ready.
