With our PayPal integration, you can request a payment right from the document using the payment app.
Plan availability: all plans
Enable the integration
- Go to Settings > Payments > Find PayPal. Select the integration, then click Connect;
- Sign in to your existing PayPal account (or create a new one);
- Once done, you will see a confirmation screen that the authentication has been successful.
If you are seeing your PayPal home page instead of a Successful Connect screen, clear your Internet browser cache and cookies and try connecting again.
Add a payment to your document or template
- Click Apps on the right panel
- Click on “Payment” to add it
- Set it up: assign the payer and set a payment amount
Send the document and collect payment
- Once you are ready, send out your document.
- Your recipient will open the document and complete it. The document status will become Waiting for payment.
- To proceed to payment, they click the payment icon in the top right and click “Pay”
- Next they proceed to paying through PayPal;
- Once the payment has been cleared, the document status will become Paid. You and your recipients will receive a confirmation email to notify you the payment has gone through