How to Accept PayPal Payments on BreezeDoc Invoices
To accept PayPal, save your PayPal email under Settings → Payments, then turn on PayPal on the invoice. It works on every plan, and paid invoices update themselves.
Prerequisites
- Plan: any plan - Free, Individual, or Agency
- PayPal: a PayPal account and the email address it uses
- Invoice: an invoice in BreezeDoc (see How to Create and Send an Invoice in BreezeDoc)
How Does PayPal Work With BreezeDoc Invoices?
- You save one PayPal email address in BreezeDoc.
- On each invoice, you choose whether PayPal is offered.
- Your client opens the invoice with View invoice in the invoice email and pays with PayPal's buttons on the invoice page. PayPal's buttons can include a debit or credit card option.
- When PayPal confirms the payment, BreezeDoc records it on the invoice automatically, and the invoice shows Paid.
How Do I Set Up PayPal?
- Open Settings → Payments.
- Under PayPal ("Enter your PayPal email to accept PayPal payments on invoices."), type the email address of your PayPal account.
- Click Save. You see "Paypal email updated!".
To use a different PayPal account later, replace the email and click Save again. Payments always go to the email saved at the moment your client pays - also for invoices you sent before the change.
How Do I Offer PayPal on an Invoice?
- Open Invoices and click Create new Invoice (or edit an invoice).
- Under Online payment methods, turn on PayPal. It shows Connected once your PayPal email is saved; otherwise use Connect account.
- Finish the invoice and send it.
You can offer Stripe on the same invoice: your client then sees Pay by card "or" the PayPal buttons.
What Does My Client See?
- The PayPal buttons appear on the invoice page while the invoice has an amount left to pay. They disappear once it is paid.
- The client pays the remaining balance, in the invoice's currency.
- PayPal handles the payment itself; BreezeDoc does not add a fee.
Payments your client makes outside the invoice page (for example a PayPal transfer you requested separately) can be added with Record payment - see Invoice Payments: Online, Recorded, and Tracking Activity.
PayPal or Stripe?
| PayPal | Stripe | |
|---|---|---|
| BreezeDoc plan | Any plan | Individual or Agency |
| Setup in Settings → Payments | Enter your PayPal email | Connect with Stripe |
| What the client clicks | PayPal's buttons | Pay by card |
Stripe is covered in How to Accept Card Payments on Invoices with Stripe.
Troubleshooting
My client does not see the PayPal buttons
- Check that PayPal is turned on under Online payment methods on that invoice.
- Check that your PayPal email is saved under Settings → Payments.
- The buttons are hidden once the invoice is fully paid.
Payments went to the wrong PayPal account
- Correct the email under Settings → Payments and click Save. New payments - also on invoices you already sent - go to the new email.
The client paid, but the invoice is not marked paid
- BreezeDoc records a PayPal payment when PayPal confirms it as completed. If the client paid outside the invoice page, add it with Record payment.
Still stuck? Email support@breezedoc.com with the invoice number and, if the client paid, the PayPal transaction date.
Frequently Asked Questions
Can I use PayPal on the Free Plan?
Yes. PayPal works on every plan. Stripe needs the Individual or Agency Plan.
Does the invoice update automatically when the client pays with PayPal?
Yes. When PayPal confirms the payment, BreezeDoc records it and the invoice shows Paid.
Can I use different PayPal accounts for different invoices?
No. Your BreezeDoc account has one PayPal email, used for every invoice.
Does BreezeDoc charge a fee on PayPal payments?
No. BreezeDoc adds no fee; PayPal's own fees apply to your PayPal account.
Need more help? Contact our support team at support@breezedoc.com - we are here to help!