How to Send a PayPal Invoice

Sending invoices through PayPal is a convenient way for business owners to receive payments from their customers. In this article, we will guide you on how to add a PayPal link to your invoices in FreeAgent and receive payments via PayPal.

To get started, make sure that you have upgraded your account to a Business account as it allows you to add a business name. If you haven't already done so, follow the prompts to upgrade your account.

Once you have upgraded your account, you can start creating an invoice or recurring invoice profile and select the 'PayPal' checkbox in the 'Online Payment Options' section. This will allow you to accept PayPal payments for your invoices.

When preparing to email your invoice, select the checkbox next to 'Include online payment button below content' or include a tag in the body of the email. Alternatively, you can share the payment link with your customer rather than sending them the invoice.

Your customer can follow the online payment link and make a payment using their PayPal account or credit/debit card. Once they have made the payment, you will see a 'Payment Received' status in FreeAgent. The payment will be automatically marked as paid once it has been received.

It is important to note that PayPal may deduct charges from your customer's payment, in which case you will need to follow a particular process to explain the transaction. Additionally, if you tick the 'Guess bank transactions' tick box, FreeAgent will ensure that the PayPal fees are split out and explained automatically for you.

FreeAgent also offers API access/Express Checkout enabled, which allows payments made to you to be reflected in your FreeAgent PayPal account automatically. This can help streamline your payment processing and reduce errors.

In the event that a payment fails, you will see a 'Payment Failed' status. If you've set up synchronization for your PayPal account, your payment will be shown the next time your accounts are synced.

We hope this article has been helpful in showing you how to send a PayPal invoice through FreeAgent. For more information on online payment solutions in FreeAgent, please visit our website.

Send a paypal invoice