PayPal

Setting up your company and client PayPal profiles.

What kind of PayPal account do I need?

Your PayPal account must be a business account and not a personal account, standard is fine.

Enter your PayPal Account

  1. Select 'Settings'
  2. Select 'My Company'
  3. Under PayPal Account:  Enter your email address associated with your PayPal business account
  4. Select 'Save' or 'Save & Close'

Create a Paypal Payment Type

  1. Select 'Settings'
  2. Select 'Payment Types'
  3. Select blue '+ New Payment Type' button in upper right corner
  4. Enter Payment Type = 'PayPal'
  5. Select 'Save'

Allow your client to pay with PayPal:

Enabling PayPal in the Client's address record will allow for a PayPal link on your proposals and invoices.
  1. Select 'Projects'
  2. Select 'Clients'
  3. Select the Edit action for the Client
  4. Select 'Codes'
  5. Check:  'Enable PayPal Client Payments'
  6. Select 'Save' or 'Save & Close'

Note:  For in depth details about Payroc CLICK HERE