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      How do I accept Online Payments with PayPal?

      PayPal is one of our many online payment processors (also known as payment gateways) to allow you to receive online payments in several currencies with PayPal balances, as well as credit and debit cards.

       

      Details

       

      Set Up

      Set up your new or existing PayPal Business account in your Online Payments Settings with the below steps:

      1. Click on the gear icon in the top left corner
      2. Click on Online Payments Settings
      3. Click on Connect with PayPal
        PayPal information with Connect button.
      4. In the PayPal connection screen, put in an email address in the Email field
        Email and password fields to set up PayPal.
      5. Then click on the Country or region dropdown and select your Country
      6. Click Next to continue
        1. If you are an existing user, enter your Password in the field and click Log In 
          PayPal login page.
        2. If needed, answer any additional questions about your PayPal account
        3. Read the permissions and click on the Agree and Connect button to continue
      7. Otherwise if you are a new user, create a new password and fill out your business information
      8. Once your connection is complete, you can return to your FreshBooks account. It can take up to 3-5 business days for your PayPal Business account to be enabled to process payments on Recurring Templates.

       

      Notes

      • You can also set up your PayPal account while making a new Invoice by clicking on Connect under Accept Online Payments

       

      Enable PayPal on an Invoice

      Once your PayPal Business account is connected, you can begin accepting payments with PayPal using the below steps:

      1. When creating or editing an Invoice, click on the Accept Online Payments option in the Settings panel to the right of the invoice
        Accept credit cards set to no on invoice.
      2. Select PayPal
        PayPal selected as a payment option for invoice.
      3. If you want your Clients to pay with Debit or Credit Cards without needing a PayPal account, check off the box next to Accept debit or credit cards from clients who don’t have PayPal (available for PayPal accounts in select countries)
        Box checked off for accepting debit and credit card payments through PayPal.
      4. If you want your Clients to be able to pay the Invoice partially (even with Payment Schedules enabled as well), check off Allow Clients to make partial online payments for this Invoice
      5. Click Done to finish applying the payment settings and continue editing the rest of your Invoice.

       

      To see what the experience looks like for your Clients when paying by PayPal, go here.

       

      FAQs

      Do my Clients need their own PayPal account to pay my Invoice through PayPal?

      Depending on where the Client is located, Clients do not need a PayPal account if you’ve also enabled the Accept debit or credit cards from clients who don’t have a PayPal account option when creating or editing an invoice. PayPal limits the amount your Clients can pay without a PayPal account on a case-by-case basis. Once the limit is reached, your Clients will need to create a PayPal account to keep paying with the same debit or credit card.

      A PayPal account is required for Clients to opt into Recurring Payments on Recurring Templates.

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