Do you want to offer your customers the option to conveniently pay invoices online via PayPal? In this guide, we will show you how to link your PayPal account with bexio and enable it for your invoices. This makes it easier for your customers to pay and often allows you to receive your money faster.
Prerequisites
For this setup, in addition to your bexio account, you will need an active PayPal account. If you do not yet have one, you can register directly and for free at paypal.com.
Step 1: Connect PayPal to bexio
Connecting PayPal is done in a few clicks:
- Navigate in the menu to Settings > All settings > Features & Modules > Payment Services.
- Click the Add payment service button and select PayPal from the dropdown menu.
- Now enter the email address of your PayPal account.
- Click Save. The interface is now successfully set up.
Step 2: Enable PayPal on Invoices
For new invoices, PayPal will be activated by default as a payment option immediately. If you want to use the service for existing invoices (created before the interface was activated), proceed as follows:
- Open the desired invoice.
- Switch to the Terms tab.
- Under Payment Services, check the box next to PayPal.
- Confirm the change by clicking Save entries.
Important: The invoice must be in "Draft" status for you to adjust the payment terms.
What it looks like for your customer: If your customer clicks Pay Now on the online document and selects PayPal, they will be automatically redirected to the PayPal website. Once the invoice has been paid there, bexio automatically changes the invoice status to paid.
Information on automatic Accounting
If a payment is made via the "Pay Now" button using PayPal, bexio automatically posts this transaction to account 1029 (Bank - System account).
Our recommendation: We advise you against changing the account number or account name of this system account. This significantly complicates traceability for our technical support if needed.
FAQ & Troubleshooting
How do I account for PayPal expenses (fees)?
Accrued PayPal transaction fees are posted in bexio via Manual Accounting. If you are unsure which expense account to use, it is best to contact your Fiduciary or accountant directly.
I have already renamed system account 1029. What now?
This does not affect the function. Simply check your journal after an automatic PayPal payment receipt to ensure to which account the payment was successfully posted.