Create, schedule, view and cancel invoices to your CRM contacts from PayPal
The PayPal Invoices app gives you the ability to connect your CRM account with PayPal's powerful invoicing platform. Quickly create, view and manage invoices right inside the CRM, from the Contact page. Created invoices are available in your PayPal account under the Invoicing tools.
Here’s what you can do with the app:
1. Create and send invoices — add a due date, CC emails, multiple line items with tax amount, notes and discounts.
2. View your existing invoices
3. Cancel your existing invoices
While setting up, you will be asked to provide your CRM account URL, API Key and the country of incorporation for your business.
After you have provided this information, click on ’Next’. A pop-up window will be opened to connect your PayPal account securely with the CRM.
Please ensure that your email address on PayPal is verified and that you can receive payments to successfully connect PayPal and the CRM.