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 https://developer.paypal.com/, 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, on the 'Get Started' page, you'll need to turn the toggle on to collect a payment.
Then on the next 'Details' page, you can specify the type of payment you'll be taking. simply choose the type of payment you want to take and it will automatically prompt your client to make the payment with their card the second they’ve signed. You can choose from:
Fixed amount (This will charge the exact amount you insert, not including any taxes)
% of the one-off total (This will charge the % of the one-off total in your pricing table.
One-off total plus the first month (This will combine both the one-off total and monthly total in your pricing table and charge the total)
First month only (This will charge the total 'Monthly' amount in your pricing table.
This is how you get your clients to pay quickly
You can control the messaging on your payment step inside your onboarding. Just go to Settings > Admin > Onboarding, then click 'Edit' on the onboarding flow you want to change, then locate your Payment step (Or add one if there isn't one there already) and then you can make any changes here.
You’ve been paid!
Once they pay they’ll see this page and you’ll get an email telling you they’ve paid.
