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If you have to manage regular invoices (eg subscription to a database or to a product) of the same amount, Collabox can make your job easier.

Thanks to the online payment service PayPal, Collabox is able to automatically manage recurring invoices.

Thus, your customer will receive their invoice and the amount will be debited by PayPal. Everything will be automatically counted in Collabox.

The easiest way to cash out with PayPal

By Accounting, Billing, Paypal

Collabox and Paypal

Nowadays, the use of electronic transactions has become essential in the business world.

The catch is that there will be customers who won’t give you their credit card details.

Any problem, there is a solution. The transaction site PayPal is certainly THE solution that has proven itself for a long time as a neutral and reassuring intermediary for everyone.

We sometimes forget that PayPal is a great way to get paid by credit card, without having to negotiate a merchant number with credit card companies and without having to incur monthly fees.

Without the help of Collabox, producing an invoice and sending it to our (your) customers to be paid by PayPal, imposes a series of technicalities on us that could often exceed our skills.

This is when the Collabox comes to the rescue. Our team has created the easiest solution for our customers to invoice with PayPal.

You only have to fill in one field and voila. From there you can have the invoices produced in the Collabox paid by PayPal (obviously you must first have a PayPal account to do this!).

Here is the procedure you must follow to complete the field in question:

Go to the “Preferences” menu then click on “Organization” (it is always at the bottom left, but you must have this privilege):

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Then click on the “Accounting” tab

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Finally, complete the “PayPal Account” field by entering the email address associated with your account:

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You now only have to use the button at the bottom of the invoice to send your invoices by email

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The Collabox will add a clickable icon in the routing email so that your customers can pay directly using their PayPal account.

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After payment by your customer, the money will immediately flow into your PayPal account, ready to be transferred to your bank account.

Manage recurring invoices with Collabox and Paypal

By Accounting, Billing, Paypal

If you have to manage regular invoices (eg subscription to a database or to a product) of the same amount, Collabox can make your job easier. Thanks to the online payment service PayPal, Collabox is able to automatically manage recurring invoices. Thus, your customer will receive their invoice and the amount will be debited by PayPal. Everything will be automatically counted in Collabox.

Before starting, you must first configure a PayPal account in Collabox.

To do this, simply consult the procedure to follow . The next steps will allow you to configure the correct settings of your Collabox to use the automatic payment of recurring invoices.

Inside the Collabox software, you must first select or create an invoice. To select the invoice, click on its number.

Once the invoice has been selected, the next step is to create an invoice renewal. This function indicates to Collabox that the payment of this invoice will be renewed, that is to say that it returns periodically.

Comment créer un renouvellement de facture?

Once the invoice to renew is selected, you must click on “Create an invoice renewal”.

The next page allows you to set the renewal parameters. Thus, it is possible to select the invoicing frequency. In this case, the frequency is set monthly. The first invoice will be dated November 16 and will cover the period from December 16, 2015 to January 15, 2016. The “Note” section allows you to write a personalized message that will appear on your customer’s invoice. To ensure that the renewal is automatic with PayPal, it is essential to CHECK the option “Automatic PayPal renewal”. Otherwise, you will have to manually renew the invoice in Collabox.

The renewal variables exist to allow you to automatically adapt the note at the bottom of the invoice according to the invoicing period.

Once the renewal is configured, all you have to do is send the invoice to the customer. For the PayPal payment option to be valid, the invoice must be sent by email.

The next step will allow you to customize your email for sending the invoice. This will be linked as an attachment and a clickable link will be available for connection to the PayPal account.Paypal subscription3

It is important that the customer clicks on the PayPal logo to initiate the final segment of the automated payment setup. This step is essential since without it, the whole process falls apart. This last step takes place completely with PayPal.Paypal7 subscription

Before your customer logs into their PayPal account, it is possible to see the amount of the current invoice (the current month) as well as the amount for the following months. The last step is to log into PayPal. Your customer logs in using the “Log In” option and all they have to do is enter their information to complete the automatic payment process. PayPal and Collabox will take care of the rest. The next invoices will be sent, the payment will be taken and released and the invoice will be renewed automatically.
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