Steps for Paypal Integration


Step 1: Click on your user name on the top right.

User name

Step 2: From the drop down, please click on the ‘Settings' option.

Settings

Step 3: Click on integration option on the left hand navigation. Enter your registered email address with paypal in integration form and click on 'Save' button as shown in the screenshot below.

Paypal details

Step 4: Click on 'Ok' button in the pop-up as shown in below screenshot.

Integration pop-up

Step 5: Now to add the payment link to invoice, check the box as shown in the screen shot below.

Payment Checkbox

Step 6: Click on 'Ok' button in the pop-up as shown in below screenshot. That's it! Now when you click on email and send this invoice, the email to your client will have the paypal payment link, which your client can just click and make the payment online.

Paypal pop-up



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