Add a Paypal “Pay Now” button to your statements

• Tim Fouracre
• Monday, 29 June 2009
• Statement

Clear Books allows you to collect payment from customers via Paypal. You will first need to set up an internet bank account for Paypal, then when you create an invoice for the customer and select the Paypal bank account as the payment method a Pay Now button will appear on the customer’s statement.

Step 1.

Navigate “Money > Banking“.

You will need to add a new bank account, to start click on the “New Account” button.

Step 2.

Select “Internet payments” account from the  menu.

Step 3.

Enter the details of your Paypal account ID and account email. Select “New Bank” as the Bank Group.

Please Note: If you select something in the “Payment provider” dropdown you shouldn’t put the account name in “…or enter account name” but in “Account ID”.

Unselect all payment options except “Email Payment” and “Website Payment” payment, then click “Confirm Account”.

Step 4.

After a new Paypal account has been added you will need to create an invoice with the Paypal account as the payment method.

First navigate to “Sales > Invoices > New Invoice”.

Create a new invoice with the “Payment account” being Paypal.

Click “Confirm Invoice” to submit the invoice into the system.

Step 5.

To view the Paypal button, open up the invoice and select the “Email” button.

On the draft customer email click view statement, you should now see the “Pay Now” button next to the invoice you just created on the customer’s statement.

Your customer will now be able to pay you via Paypal.