Users with access to our accounting module can receive online payments through a Paypal Standard account. To activate this feature log in to your account and complete the following steps:
- Click on the gear icon at the top right
- Click on "Settings" in the left menu
- Click on "Other" in the left menu
- Click on the "Edit" button
- Go to "Paypal Email" field below "Invoices" and enter the email address for your Paypal account
- Click the "Save" button
Once you have completed the above steps you can choose which customers can pay invoices online by completing the following steps:
- Click "Contacts" in the top menu
- Click "Customers" in the left menu
- Click on the name of a customer
- Click the "Edit" button
- Click the checkbox next to "Allow online payments"
- Click the "Save" button
After you complete all of the steps above any invoice you email through our system to a customer that is allowed to make payments online will see a "Pay Online" button at the top on the invoice. If whoever you emailed the invoice to clicks "Pay Online" they will be taken to the Paypal payment page where they can pay the invoice through a Paypal account or by credit/debit card (Note: Paypal transaction fees apply). If your customer pays the invoice online the payment will automatically be recorded in your Spendwise account.