paypal - amazon s3 · button on the top right. 4. click on company > change company settings....
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PayPalHow do I set up Sage One with
PayPal to accept invoice payments?
1. Log into your Sage One account here and select the relevant company from the “Open and Manage Companies” page in the Company Menu.
Setting up and using the payment gateway in Sage One
2. Click on Company > New Company. Tick the box next to “Accept Online Payments” to enable online payments from your customers using PayPal (this box is selected by default).
3. Navigate to Banking > Add a Bank or Credit Card to create a new bank account for PayPal receipts. Hit Save to finalise your changes.
New company does not need to add PayPal bank account as it is automatically setup when you have PayPal gateway enabled.
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5. When you email the customer invoice, a customer zone link will be provided.
Click on the link and your customer will be directed to the Sage One Customer Zone where there is a ‘Pay Now’ button on the top right.
4. Click on Company > Change Company Settings. Then, click on the Edit Payment Gateway button. This brings up the “Edit Payment Gateways” popup which displays the default PayPal gateway settings as defined during the New Company set up.
For PayPal business customers, please ensure you update the Email Address to your match your PayPal account email.
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6. After clicking on the ‘Pay Now’ button in the Customer Zone, your customer will be directed to the PayPal login screen, after a confirmation and redirection screen.
Your customer could also select multiple invoices to pay, if there are any other unpaid invoices
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7. Your customer will be directed to the PayPal payment screen (after a confirmation and redirection screen).
If your customer has a PayPal account, they can login and pay the invoice straight away.
For non-PayPal customers, there is also an option to process as Guest Checkout.
Enable Guest Checkout within your PayPal account to allow customers pay by Debit or Credit Cards even when they do not have a PayPal account.
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8. Once your customer has completed their payment, they will be redirected back to Sage One where they are notified of their successful transaction.
When they click on ‘Invoices’, their invoice will be marked ‘Paid’.
9. The transaction will be automatically processed in Sage One. You can view the payment in the banking portal.
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