Integrating your account with PayPal opens up a world of convenient payment options for clients.
Benefits of PayPal Integration
- Accepting Online Payments: PayPal (Worldwide) and Venmo (US only) provides a popular and secure payment option to clients
- Invoice Payments: Invoices will include PayPal as a payment option, offering convenience and seamless integration
- Tracking Transactions: You can view transaction details, check payment statuses, and record all financial activities related to your services or products.
Connect to PayPal
Once you authorize the connection, you'll receive confirmation that your account is now connected to PayPal.
To connect to PayPal:
- Open the platform.
- Click Settings.
- Click Payments.
- Select Payment Providers.
- Under PayPal Wallet, click Connect.
- Follow the steps to link your account.
- Once connected, click Save.
Important: To connect your PayPal account, you'll need a PayPal Business account. If you already have a personal account, you can upgrade it or create a new business account if you prefer.
Disconnect PayPal
Once you confirm the disconnection, you'll receive confirmation that your PayPal account has been successfully disconnected.
To disconnect from PayPal:
- Open the platform.
- Click Settings.
- Click Payments.
- Select Payment Providers.
- Under PayPal Wallet, click Disconnect.
- Follow the steps to unlink your account.
- Once disconnected, click Save.
Important: If you run into any issues connecting or disconnecting your account, our support team is here to help. For questions about fees or payouts, it's best to reach out to PayPal Support directly.
PayPal Refunds
If you refund through your business platform, it will only be recorded as refunded. To complete the refund, you must return the funds via your PayPal account. Otherwise, no currency will be exchanged.
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