FreshBooks is not just your virtual checkbook, but your easy-to-access accountant for your small business. One that will also impress your clients with professional invoices and quick online payments.
Now you can connect your FreshBooks with a PayPal account to save the hassle of using several apps separately.
PayPal has become popular among millions of people due to its trustworthy reputation. Not only it’s free of setup/monthly fees, but it also deals with 100 currencies in more than 200 countries.
So with this duo, you can receive payments from all over the world, while keeping track of your paid and due bills simultaneously.
I think we all got excited to start throwing invoices here and there and watch our PayPal get topped up.
However, did you start creating your first invoice on the FreshBooks apps and couldn’t go through the ‘online payments’ option?
Don’t worry! All you have to do is open FreshBooks on your web browser and go through a couple of steps.
Whether you’re using your mobile or desktop browser, here’s how to begin:
1. Log in to your FreshBooks account here
You will be directed to your homepage Dashboard.
2. On the left sidebar, head to the 4th icon (the quill pen & paper)
From the two options, click on Invoices
3. Click on ‘Accept Online Payments‘ at the top center of the page
You will be directed to the Online Payment Settings.
You can connect to different payment services that are available in your country.
4. Head to the PayPal section and click on the ‘Connect with PayPal‘
A pop-up PayPal window will open to sign in.
5. Sign in to your PayPal if you have an existing account
p.s. your PayPal account needs to be a business account.
Do you have an existing personal account?
Well you have the option to turn it into a business account directly through the same page.
If you prefer not mixing business and pleasure on your PayPal account, you can create a new PayPal business account for your FreshBooks.
On the same page, fill out your email for the new account. Then it will take you a minute to complete the rest of the sign up process.
Once your PayPal has been successfully connected, you will be directed back to your FreshBooks account.
Now you’re ready to create your first invoice and share it with your client!
Does PayPal have a transaction fee?
Like most payment processors, PayPal deducts a transaction fee from the total amount received. The client does not get charged with that fee as it is against the law in many countries and states.
PayPal probably has one of the lowest fares in the market, but it varies on several factors: where your business is, how much you are receiving, and whether it’s local or international payment.
Does my client need a PayPal account to pay?
Not necessarily. Because let’s face it, we don’t always deal with the most tech-loving customers.
When creating an invoice, you can enable the ‘accept credit or debit card’ option. That way your client can pay directly using whatever card works for online transactions.
Why connect PayPal with FreshBooks?
PayPal is a secure medium for both buyers and sellers. As long as you are on a secure connection, your data is encrypted and safe.
Clients find ease and assurance when dealing with highly reputable software. Plus you will enjoy having all those transactions automatically recorded for you in FreshBooks.
If you need hep with creating your first invoice, check out our step-by-step guide on How to Create an Invoice on FreshBooks.
Learn other features on FreshBooks and stay on top of your finances:
How to Create a Proposal on FreshBooks
What’s the Difference Between Estimate and Proposal on FreshBooks
What’s a Checkout Link on FreshBooks
How to Add an Expense on FreshBooks
How to Invoice an Expense to a Client on FreshBooks
What’s a Retainer and How to Manage Retainers on FreshBooks
How to Create a Project and Manage Projects on FreshBooks
How to Add Credit on FreshBooks