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.

Connecting to PayPal

To connect to PayPal/Venmo:

Important: You'll need a PayPal Business account to connect your account.  If needed, you can convert your personal PayPal account to a business account or create a new one.

1. Open the platform.
2. Click App Market.
3. Click PayPal E-Wallet.
4. Click Install.
5. Log in to your PayPal account.
6. Click Authorize/Connect.

Once you authorize the connection, you'll receive confirmation that your account is now connected to PayPal.

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. 

Disconnecting from PayPal

To disconnect from PayPal/Venmo:

1. Open the platform.
2. Click App Market.
3. Click PayPal E-Wallet.
4. Click Uninstall.

You'll receive a confirmation message that PayPal integration has been disconnected.

Important: If you encounter any issues while connecting or disconnecting to our platform, please contact our support team for assistance. For issues regarding fees or payouts, please contact PayPal support.