Integrating PayPal

Integrate with PayPal and take payments on your documents

Sabrina Barron avatar
Written by Sabrina Barron
Updated over a week ago

The biggest hurdle of any small business is getting paid. Better Proposals makes that seamless for both you and your client with our integration with Paypal.

Connecting your Account

1. To access Integration settings, just click Settings > Integrations in the sidebar menu.

2. Once you're there, you'll see various software categories and be able to locate Paypal under Payment integrations.

3. Open, click the login button in the top right, and log in with your Paypal account details.

4. Click 'My Apps & Credentials' and scroll down until you see 'Rest API Apps'.

5. If you already have an app here for your business, click on it. Otherwise, click 'Create App' and give it a name (usually your business name).

6. On the details page of the app, switch the toggle from Sandbox to Live and copy the contents of the Client ID box. (Double check that you are using the Live Client ID, the integration will not work with the Sandbox one)

7. Click the 'Connect Paypal' button below, paste in your Client ID and click the button to update it.

8. When your account connects, you'll be sent back to a page that looks like this which confirms that you've connected your account

Taking a payment

Note: A minimum of £1/$1 is required for the integration to process the payment successfully.

When you’re creating your document, simply choose the type of payment you want to take and it will automatically prompt your client to make the payment the second they’ve signed. You can choose from:

  • Fixed amount

  • % of the one-off total

  • One-off total

  • One-off total plus the first month

This is how you get your clients to pay quickly

You control the message on the left and the amount. They pay with their Paypal account or card and it goes straight into your Paypal account.

You’ve been paid!

Once they pay they’ll see this page and you’ll get an email telling you they’ve paid.

It takes a matter of seconds to integrate your Paypal account and it’ll systemise your sales process entirely.

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